U.S. Private Bank - Market Team Lead - Executive Director Palo Alto, CA, United States Posted o[...]

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.

P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.

P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.

As a Market Team Lead in the U.S. Private Bank, you are responsible for advising families on building, preserving, and managing their wealth.

You will use your knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition.

You will be part of a local team and supported by an institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience
• Generate business results and acquire new assets, both from the existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs
• Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities;

share best practices and lessons learned across the team

• Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• Provide ongoing coaching, feedback, and development to local Client Advisors
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach while strictly adhering to all risk and control policies, regulatory guidelines, and security measures

Required Qualifications, Capabilities, and Skills

• Ten plus years of work experience in Private Banking or Financial Services industry
• Five plus years of experience in a leadership position
• Bachelor’s degree required
• FINRA Series 7, 66, 9, 10, and Insurance licenses required for the position; however, unlicensed candidates considered but required to obtain licenses within 120 days of the start date
• Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proven record of being a player-coach within a high-performing team model
• Proven sales success and strong business acumen
• Ability to attract, retain, and develop a high-performing Client Advisor team
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate

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