Verified Job
Accounting - Finance
US Private Bank Market Manager Managing Director
Accounting - Finance
#465790
Remote / WFH
Job Description
Qualifications
Ten plus years of experience in sales and management in financial services industry
FINRA Series 7, 66, +, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Prior client management experience in financial services; broad understanding of needs and solutions for wealthy clients
Strong communication and teamwork skills
Ability to partner and operate effectively in a team based, matrix environment
Proven success in managing full P&L responsibilities for large business
Demonstrated ability to drive change and develop and execute an efficient, effective operating model
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions
We also offer a range of benefits and programs to meet employee needs, based on eligibility
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more
Responsibilities
As a Market Manager you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals
In addition to maximizing integrated team partnership by sharing best practices, you will also lead the team in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for the Regional Market
By developing a highly visible presence in the community, you will act as a catalyst for new business
Develop operating strategy by defining and analyzing regional and team market opportunities
Assess opportunities to set new client goals and targets for the team
Oversee client planning process, set client priorities and ensure proper coverage of client needs
Evaluate competition and identify business trends/issues that would lead to additional revenue opportunities
Manage tactical product and market cycle sales
Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
Ensure bankers are developing client and prospective client plans/strategies
Job description
Posting Description
As a Market Manager within J.P. Morgan's U.S. Private Bank, you will be responsible for 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 Manager you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals. In addition to maximizing integrated team partnership by sharing best practices, you will also lead the team in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for the Regional Market. By developing a highly visible presence in the community, you will act as a catalyst for new business.
Job Responsibilities
Develop operating strategy by defining and analyzing regional and team market opportunities
Assess opportunities to set new client goals and targets for the team
Oversee client planning process, set client priorities and ensure proper coverage of client needs
Evaluate competition and identify business trends/issues that would lead to additional revenue opportunities
Manage tactical product and market cycle sales
Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
Ensure bankers are developing client and prospective client plans/strategies
Required qualifications, capabilities and skills
Ten plus years of experience in sales and management in financial services industry
FINRA Series 7, 66, +, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Prior client management experience in financial services; broad understanding of needs and solutions for wealthy clients
Strong communication and teamwork skills
Ability to partner and operate effectively in a team based, matrix environment
Proven success in managing full P&L responsibilities for large business
Demonstrated ability to drive change and develop and execute an efficient, effective operating model
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Ten plus years of experience in sales and management in financial services industry
FINRA Series 7, 66, +, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Prior client management experience in financial services; broad understanding of needs and solutions for wealthy clients
Strong communication and teamwork skills
Ability to partner and operate effectively in a team based, matrix environment
Proven success in managing full P&L responsibilities for large business
Demonstrated ability to drive change and develop and execute an efficient, effective operating model
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions
We also offer a range of benefits and programs to meet employee needs, based on eligibility
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more
Responsibilities
As a Market Manager you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals
In addition to maximizing integrated team partnership by sharing best practices, you will also lead the team in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for the Regional Market
By developing a highly visible presence in the community, you will act as a catalyst for new business
Develop operating strategy by defining and analyzing regional and team market opportunities
Assess opportunities to set new client goals and targets for the team
Oversee client planning process, set client priorities and ensure proper coverage of client needs
Evaluate competition and identify business trends/issues that would lead to additional revenue opportunities
Manage tactical product and market cycle sales
Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
Ensure bankers are developing client and prospective client plans/strategies
Job description
Posting Description
As a Market Manager within J.P. Morgan's U.S. Private Bank, you will be responsible for 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 Manager you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals. In addition to maximizing integrated team partnership by sharing best practices, you will also lead the team in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for the Regional Market. By developing a highly visible presence in the community, you will act as a catalyst for new business.
Job Responsibilities
Develop operating strategy by defining and analyzing regional and team market opportunities
Assess opportunities to set new client goals and targets for the team
Oversee client planning process, set client priorities and ensure proper coverage of client needs
Evaluate competition and identify business trends/issues that would lead to additional revenue opportunities
Manage tactical product and market cycle sales
Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
Ensure bankers are developing client and prospective client plans/strategies
Required qualifications, capabilities and skills
Ten plus years of experience in sales and management in financial services industry
FINRA Series 7, 66, +, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Prior client management experience in financial services; broad understanding of needs and solutions for wealthy clients
Strong communication and teamwork skills
Ability to partner and operate effectively in a team based, matrix environment
Proven success in managing full P&L responsibilities for large business
Demonstrated ability to drive change and develop and execute an efficient, effective operating model
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
