J.P. Morgan Private Client Vice President – Wealth Management Partnership Program Lead

Location: Wilmington, DE, United States

Job Family: Sales Support

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client service excellence. As a J.P. Morgan Private Client Vice President – Wealth Management Partnership Program Lead, you will play a pivotal role in our Private Client team, driving the creation of impactful solutions that deliver outstanding experiences for high-net-worth individuals. Based in Wilmington, DE, this position within our Sales Support category offers the opportunity to lead strategic partnerships that enhance our wealth management offerings, leveraging JPMorgan Chase's vast resources and global reach to help clients achieve their financial goals. In this leadership role, you will spearhead the Wealth Management Partnership Program, collaborating closely with advisors, product specialists, and external partners to identify and cultivate opportunities that expand our client base and deepen relationships. Your responsibilities will include developing program strategies, ensuring seamless execution, and measuring success against key performance indicators, all while adhering to the highest standards of compliance and risk management. You will mentor a team of professionals, fostering a collaborative environment that aligns with JPMorgan Chase's commitment to integrity and innovation in the financial services industry. We seek a dynamic leader with deep expertise in wealth management and a passion for client success. This role demands strategic vision, exceptional interpersonal skills, and a thorough understanding of the evolving landscape of private banking. By joining JPMorgan Chase, you will contribute to our mission of empowering clients through personalized advice and cutting-edge solutions, while advancing your career in one of the world's most respected financial institutions. If you thrive in a fast-paced setting and are dedicated to excellence, this position offers unparalleled opportunities for growth and impact.

Key Responsibilities

• Lead the Wealth Management Partnership Program, developing strategies to enhance client acquisition and retention through strategic alliances
• Collaborate with Private Client Advisors to identify partnership opportunities and deliver tailored wealth management solutions
• Oversee program execution, including performance metrics, reporting, and continuous improvement initiatives
• Foster relationships with internal stakeholders and external partners to drive business growth in the Private Client segment
• Ensure compliance with JPMorgan Chase policies and industry regulations in all partnership activities
• Mentor and develop team members, promoting a culture of excellence and client-centric innovation
• Analyze market trends and client feedback to refine program offerings and enhance client experiences
• Coordinate cross-regional initiatives to align partnership efforts with broader firm objectives
• Present program updates and insights to senior leadership to support strategic decision-making

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in wealth management, financial services, or sales support roles
• Proven track record in program management or leadership within a financial institution
• Strong understanding of regulatory requirements in wealth management, including SEC and FINRA guidelines
• Experience in client relationship management and partnership development in the financial sector
• Ability to travel up to 20% for client meetings and team collaborations

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP or CFA
• Prior experience at a top-tier investment bank or wealth management firm
• Demonstrated success in leading cross-functional teams in high-stakes financial environments
• Knowledge of JPMorgan Chase's Private Client offerings and digital wealth platforms

Required Skills

• Expertise in wealth management products and financial planning
• Strong leadership and team management abilities
• Excellent communication and presentation skills
• Proficiency in financial modeling and data analysis tools (e.g., Excel, Bloomberg)
• Knowledge of CRM systems like Salesforce for client management
• Strategic thinking and problem-solving in complex financial scenarios
• Relationship-building and networking in professional settings
• Project management skills with tools like Microsoft Project or Asana
• Regulatory compliance and risk management acumen
• Analytical skills for market research and performance tracking
• Adaptability to fast-paced, dynamic environments
• Client-focused mindset with empathy and service orientation
• Technical proficiency in digital banking platforms
• Negotiation and influence skills for partnership deals

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to financial wellness programs
• On-site fitness centers and wellness initiatives at select locations
• Flexible work arrangements and hybrid options for eligible roles

JP Morgan Chase is an equal opportunity employer.