Location: New York, NY, United States

JPMorgan Private Client is more than a financial services providerit is an advice-based relationship experience, bringing clients the breadth of JPMorganChase's expertise in banking, lending, and wealth management. We are growing amid the launch of a new offering focused on affluent families, individuals, and their businesses. Join us and help build a new business from the ground up while developing the next generation of Relationship Managers.

As a Senior Associate, Field Development in JPMorgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence, including talent acquisition strategy, client advisory and sales training, and new Relationship Manager onboarding. You will partner across the Sales organization to deliver high-impact programming that develops exceptional Relationship Managers capable of building successful businesses through client acquisition and deepening.

Job responsibilities:

• Support the management and execution of Relationship Manager onboarding end to end, including knowledge and skills development, client experience, and controls-related processes.
• Partner across the Sales organization to identify and execute against the learning needs of the team.
• Develop high-impact programming that equips Relationship Managers to acquire clients and deepen existing relationships.
• Develop and deliver sales training and coaching aligned with business priorities.
• Lead efforts to brand JPMorgan Private Client training collateral and resource sites.
• Create slide templates and training materials to ensure an elevated, consistent learning experience aligned with strategic priorities.
• Manage the execution of training logistics to ensure seamless delivery.

 

Required qualifications, capabilities, and skills:

• 3+ years of financial services experience with a strong consultative background.
• Direct experience working with affluent clients and/or knowledge of the affluent wealth market.
• Knowledge of key drivers of client management success in the affluent market.
• Exceptional communication skills, with the ability to present recommendations to senior management and influence multiple stakeholders.
• Proactive mindset with the ability to identify solutions and execute with urgency.
• Excellent relationship management skills and ability to navigate a large, complex organization.
• Intellectually curious, client-first mindset, team-oriented, and high energy level.

 

Preferred qualifications, capabilities, and skills:

• Experience in learning and development, training design, or talent development.
• Experience with training content creation and branding.

Support field development strategy and execution to develop exceptional Relationship Managers for JPMorgan Private Client.