Private Client Sales Strategy Support Manager, Vice President

JPMorgan Chase & Co.•New York, NY

16d•$122,000 - $170,000

About The Position

J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase. As a Sales Strategy Business Development lead for J.P. Morgan Private Client, you will identify and help execute client referral opportunities across the firm’s businesses, including Chase Retail Branches, Commercial Banking, and Private Banking. You will help shape the strategy for scaling Private Client across the enterprise and partner with stakeholders across the ecosystem to develop internal centers-of-influence (COI) partnerships, transition eligible clients onto the Private Client platform, and enable seamless cross–line of business reassignments.

Requirements

Strong knowledge of business drivers
Excellent communication and execution skills
Experience in financial services/banking and/or sales strategy/business development
The ability to adapt and remain flexible in a constantly evolving business
Detail-oriented and skilled at managing in a fast-paced environment
At least 5 years in directly relevant fields (i.e., financial services and/or sales strategy/business development) experience with a strong consultative and project management background
Able to design and operationalize business strategies and processes that can be tracked, measured and that adhere to all applicable controls
Exceptional communication skills, effective in presenting recommendations to senior management and capable of partnering with multiple stakeholders
Proactive; takes initiative to identify solutions; executes with a sense of urgency
Excellent relationship management skills and ability to navigate a large, complex organization
Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results
Experience anticipating and proactively addressing senior management concerns

Responsibilities

Assessing and sizing strategic growth opportunities
Designing, launching, and measuring pilot referral campaigns
Building and maintaining relationships with partners across lines of business
Managing day-to-day execution to ensure efficient, compliant, and scalable outcomes
Identify opportunities and establish scalable processes with the firm’s different lines business for the referral of client opportunities to J.P. Morgan Private Client
Manage partnerships across the firm’s lines of business to identify and operationalize referral opportunities in conjunction with Service and Product owners
Work with appropriate partners to establish necessary controls, tracking and reporting of referrals to and from J.P. Morgan Private Client
Oversee the protocols and execute transfers of clients across Lines of Business