1+ months

Wealth Management - Market Team Lead - Executive Director - Private Bank - Cleveland, OH

JPMorgan Chase & Co.
Cleveland, OH 44114
  • Job Code

Wealth Management - Market Team Lead - Executive Director - Private Bank - Cleveland, OH

Req #: 190049787
Location: Cleveland, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 5000 US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 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, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


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 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Our Team:

The Team Leader directs an integrated team of Bankers, Investors, Lenders and support people who are responsible for new client acquisition and retention in the market. This team acquires and services clients through a broad knowledge of investments, banking, trust services and financial planning.  This role is primarily responsible for management and the strategic growth of the business overall but also is accountable for the client experience and engaging our resources to deliver a complete wealth management solution to the clients. This is an exciting opportunity for a “player-coach” to lead, develop and nurture a growing market within the J.P. Morgan Private Bank.
  • Strategic planning and growth of the team and market opportunities  
  • Overall responsibility for leading and developing a team of Bankers, Investors and Support staff
  • Ensure an effective approach to hiring and retaining the best talent, performance management, talent management, training and integration of new joiners within the market
  • Ability to expand our credit & AUM client relationships for the market
  • Provide on-going coaching and feedback to ensure bankers are leveraging and coordinating specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
  • Manage day to day operations to ensure systematic, forward thinking and disciplined approach to sales management, client acquisition, and servicing clients 
  • Responsible for ensuring the team utilizes a consistent and effective approach to sales and implementation of investment, banking and trust/estate products
  • In addition to day to day management of the business, this role should also grow the team’s book of business and will be responsible for prospecting and developing leads for new clients
  • Build trust and develop relationships with select clients to help the client advisor team manage particularly large or complex relationships
  • Responsibility for budget planning and the compensation process for the market



  • Track record of successfully building and growing a business within Wealth Management
  • Ability to drive change and implement disciplined management practices
  • Ability to expand your AUM client book within the UHNW space
  • Demonstrated ability to manage complex teams and drive strong execution and performance
  • Ability to influence and problem solve to address any implementation challenges
  • Significant experience of managing budgets and compensation planning
  • Proven sales and client relationship skills
  • Strong relationship management, partnership and team building skills
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts,  portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • J.P. Morgan Chase offers an exceptional benefits program and a highly competitive compensation package.
  • J.P. Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

Keyword: consumer%20banking
Posted: 2019-11-01 Expires: 2020-01-01

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Wealth Management - Market Team Lead - Executive Director - Private Bank - Cleveland, OH

JPMorgan Chase & Co.
Cleveland, OH 44114

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast