JPMorgan Private Client - Market Director - Executive Director

Location: New York, NY, United States

Job Family: Relationship Manager

About the Role

JPMorgan Private Client is seeking an accomplished Market Director at the Executive Director level to spearhead our wealth management operations in the dynamic New York City market. In this pivotal role, you will build and lead a team of elite Relationship Managers, driving the acquisition and retention of high-net-worth clients through JP Morgan Chase's renowned suite of private banking services. As a key leader within our global Private Bank, you will leverage the firm's unparalleled resources in investment management, lending, and advisory to deliver tailored solutions that align with clients' complex financial goals. This position demands a strategic visionary with deep industry expertise, capable of navigating the competitive NYC landscape while upholding our commitment to integrity, innovation, and client excellence. Your primary focus will be on fostering a high-performance team culture, where Relationship Managers are empowered to provide holistic wealth strategies encompassing asset allocation, estate planning, philanthropy, and family governance. You will collaborate closely with JP Morgan's broader ecosystem, including Chase Wealth Management and J.P. Morgan Asset Management, to create seamless, integrated experiences for ultra-high-net-worth individuals and institutions. By analyzing market intelligence and performance data, you will identify growth opportunities, mitigate risks, and ensure adherence to stringent regulatory standards set by the SEC and FINRA. This role also involves representing JP Morgan at high-profile events, cultivating strategic partnerships, and contributing to the firm's thought leadership in wealth management. At JP Morgan Chase, we invest in our leaders' success through robust professional development, cutting-edge technology, and a collaborative environment that spans our global network. Joining our Private Client team means becoming part of a legacy of excellence, where your leadership will directly impact the financial futures of discerning clients in one of the world's most influential markets. If you thrive in a fast-paced, client-focused setting and are passionate about elevating wealth management standards, this opportunity at JP Morgan Chase offers unparalleled scope for impact and career advancement.

Key Responsibilities

• Lead, mentor, and develop a team of Private Client Relationship Managers to achieve performance targets and client satisfaction goals
• Drive business development initiatives to acquire and expand relationships with high-net-worth individuals and families in the New York City market
• Oversee the delivery of comprehensive wealth management solutions, including investment advisory, estate planning, and lending services
• Collaborate with JP Morgan's investment banking and asset management divisions to provide holistic client solutions
• Monitor market trends, regulatory changes, and competitive landscape to inform strategic decisions
• Ensure compliance with all internal policies, SEC regulations, and fiduciary standards
• Analyze team performance metrics and implement coaching programs to enhance productivity and revenue growth
• Foster a culture of excellence, innovation, and client-centric service within the Private Client team
• Represent JP Morgan Chase at industry events, networking functions, and client seminars in NYC

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 10+ years of experience in wealth management, private banking, or financial services leadership
• Proven track record of building and leading high-performing teams in a competitive market environment
• Deep knowledge of investment products, wealth planning, and regulatory requirements in the financial services industry
• Series 7, 63, and 65 licenses or equivalent (or ability to obtain within 90 days)
• Strong understanding of the New York City affluent and high-net-worth client market
• Experience managing P&L responsibilities and driving business growth in private client services

Preferred Qualifications

• CFA or CFP certification
• Prior experience at a bulge-bracket firm like JP Morgan Chase or equivalent
• Demonstrated success in client acquisition and retention within ultra-high-net-worth segments
• Bilingual proficiency in English and another language relevant to NYC's diverse client base
• Advanced expertise in digital wealth management tools and fintech integrations

Required Skills

• Leadership and team management
• Strategic business development
• Client relationship building
• Financial analysis and modeling
• Investment portfolio management
• Regulatory compliance knowledge
• Risk assessment and mitigation
• Sales and negotiation expertise
• Data-driven decision making
• Communication and presentation skills
• Problem-solving and adaptability
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Mentoring and coaching
• Cross-functional collaboration

Benefits

• Competitive base salary with performance-based bonuses and equity 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 programs, including tuition reimbursement and leadership training
• Wellness programs with gym memberships, mental health support, and financial wellness resources
• Employee stock purchase plan and access to JP Morgan's global mobility opportunities
• On-site perks at NYC offices, including dining discounts and transportation subsidies

JP Morgan Chase is an equal opportunity employer.