Market Director, JPMorgan Private Client – Palo Alto, CA
About The Position
As a Market Director in JPMorgan Private Client, you will lead and develop a team of relationship managers serving high-net-worth clients across Palo Alto and Walnut Creek. The role focuses on delivering high-touch banking, lending, and investment solutions; growing the affluent client segment; and building a client-centric culture. You will drive performance at the relationship-manager and market levels, support personalized service and long-term relationships, and promote effective risk management and controls. The role is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on relevant reviews, and NMLS registration under the SAFE Act is required after starting, with ongoing compliance and renewals required. JPMorgan Chase describes itself as a financial services firm serving households and businesses. It offers a competitive total rewards package, with compensation depending on role, experience, skills, and location. Eligible employees may receive commission-based pay or discretionary incentive compensation. Benefits and programs are based on eligibility.
Requirements
- 10+ years of experience in banking, wealth management, or financial services, focused on serving affluent clients.
- 5+ years of experience recruiting, developing, and coaching professionals who serve affluent clients across banking, investment, and lending needs.
- Proven ability to cultivate a client-centric culture focused on personalized service and long-term relationships.
- Strong track record in business development, working with strategic clients and centers of influence to drive growth.
- Strong interpersonal and communication skills, with strategic thinking abilities.
- Demonstrated success building and maintaining internal partnerships to enhance service delivery and client care.
- Ability to travel up to 30% of the time as needed.
- NMLS registration under the SAFE Act of 2008 is required upon active employment, with ongoing compliance, annual renewal, and required updates.
- Must meet applicable Section 19 of the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
Nice To Haves
- College degree or military equivalent.
Responsibilities
- Recruit, lead, mentor, and manage relationship managers, supporting their professional development through training and development.
- Develop and execute market strategies to expand the affluent client segment and grow the business across Palo Alto and Walnut Creek.
- Build and maintain relationships with key clients and centers of influence to enhance market reach.
- Collaborate with leaders across teams to identify opportunities and deliver seamless client experiences.
- Promote excellence, collaboration, and continuous improvement within the team and among stakeholders.
- Set clear performance expectations and provide regular feedback and coaching to help team members achieve goals.
- Serve as an escalation point for complex client issues and ensure timely, effective resolution.
- Represent the firm at industry events and networking opportunities to strengthen its presence in Palo Alto and Walnut Creek.
- Promote risk management and controls to ensure compliance and mitigate risks.
- Monitor and report on team performance, using data to inform decisions and drive results.
- Champion client-centric initiatives that support personalized service and long-term relationship building.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
