We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be 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 Region Head in the U.S. Private Bank, 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 region 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 region cycle sales
- Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
- Ensure market leaders 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, 9, 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