Market Director, JPMorgan Private Client – Palo Alto, CA

JPMorganChase•Palo Alto, CA

10d

About The Position

The Market Director leads and develops a team of relationship managers serving high-net-worth clients through JPMorgan Private Client. The role is responsible for delivering high-touch banking, lending, and investment solutions while driving strategic growth and fostering a client-centric culture. The Market Director oversees performance at the relationship-manager and market levels across Palo Alto and Walnut Creek, California.

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.
Position is subject to Section 19 of the Federal Deposit Insurance Act; employment is contingent on review of criminal conviction history, including pretrial diversions or program entries.
Subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration.
Requires NMLS registration under the SAFE Act of 2008 and compliance with registration, renewal, and update requirements.

Nice To Haves

College degree or military equivalent.

Responsibilities

Recruit, lead, mentor, and manage relationship managers, supporting their professional growth through training and development.
Develop and execute market strategies to expand the affluent-client segment and drive business growth 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 a culture of excellence, collaboration, and continuous improvement within the team and among stakeholders.
Establish performance expectations and provide regular feedback and coaching to help team members achieve goals.
Serve as the 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 support compliance and mitigate risks.
Monitor and report on team performance, using data to inform decisions and drive results.
Champion client-centric initiatives that enhance personalized service and long-term relationship building.