JPMorgan Chase Wealth Management – Private Bank – Market Team Lead – Executive Director or Managing Director – San Diego, CA in La Jolla, California

JPMorgan Chase & Co at https://careers.jpmorgan.com/careers/why-us . is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management at https://careers.jpmorgan.com/careers/divisions/asset-management and Wealth Management at https://careers.jpmorgan.com/careers/divisions/wealth-management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Primary Function:

As a Team Lead at the J.P. Morgan 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 drive 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.

In addition to advising clients, you will be responsible for developing, coaching and retaining a local team of advisors. You will provide leadership and guidance to advisors on core investments, financial planning, credit, banking and sales management skills and foster an environment that encourages partner participation, teamwork and collaboration. You will also partner with local leadership on developing and executing on the strategy of the local market and national strategic initiatives.

The best Team Leads are self-starters with a proven track record of success. They are both skilled advisors and have experience in developing talent. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Advisor success. We are committed to helping you grow at all stages of your career.

As a Team Lead, you are expected to:

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

  • Drive business results and acquire new assets, both from 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 drive 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 on-going coaching, feedback and development to local 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

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measure

  • Proven record of being a player-coach within a high performing team model

  • Energetic, entrepreneurial and innovative business builder who is often sought out for guidance and advice

  • Proactive, takes initiative, and uses critical thinking and effective leadership to solve problems

  • Proven sales success and strong business acumen

  • Ability to attract, retain and develop a high performing advisor team

  • Desire a fast-paced team environment, working with experienced professionals from multiple disciplines to deliver a high quality client experience

  • Dynamic individual who is team player and can coach, mentor and motivate a team

  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Position Requirements:

  • Ten plus years of work experience; Private Banking or Financial Services industry preferred

  • Minimum of 5 plus years in a leadership position

  • Bachelors degree required; MBA, JD, CFA, or CFP preferred

  • Series 7, 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.