Vice President, J.P. Morgan Private Client – Client Experience Specialist Training & Coaching

Location: New York, NY, United States

Job Family: Sales Support

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, serving ultra-high-net-worth individuals and families with personalized financial solutions. As a Vice President, Client Experience Specialist Training & Coaching in our Private Client team, you will play a pivotal role in elevating the client advisory experience by building the capabilities of our advisors. This position is ideal for a seasoned professional passionate about talent development in the financial services industry, where you will support the acquisition, training, and ongoing coaching of top talent to drive exceptional client outcomes in our New York office. Your primary focus will be on creating and delivering innovative training programs that enhance sales skills, client relationship management, and product knowledge specific to private banking. You will collaborate closely with talent acquisition to streamline onboarding processes, ensuring new hires are equipped to navigate the complexities of wealth management from day one. Additionally, you will provide hands-on coaching to advisors, using performance data and feedback to foster a culture of continuous improvement aligned with J.P. Morgan's commitment to integrity and client-centric service. This role demands a deep understanding of the financial services landscape, including regulatory requirements from FINRA and SEC, and the ability to adapt training to emerging trends like sustainable investing and digital wealth tools. By joining J.P. Morgan Chase, you will contribute to a prestigious institution known for its innovative approach to private client services, while advancing your career in a supportive, high-impact environment that values diversity and professional growth.

Key Responsibilities

• Design and deliver comprehensive training programs for Private Client Advisors focused on client experience enhancement and sales techniques
• Collaborate with talent acquisition teams to identify and onboard top talent for client advisory roles
• Provide ongoing coaching and performance feedback to ensure advisors meet JP Morgan's high standards in client service
• Develop and implement onboarding curricula that integrate regulatory compliance and product knowledge specific to private banking
• Analyze training effectiveness through metrics and feedback to continuously improve programs
• Support sales initiatives by creating resources that align with JP Morgan's wealth management strategies
• Facilitate workshops and simulations to build advisors' skills in client relationship management
• Partner with senior leadership to align training objectives with business goals in the Private Client segment
• Monitor industry trends in financial services to update training materials accordingly
• Ensure all training complies with FINRA, SEC, and internal JP Morgan policies

Required Qualifications

• Bachelor's degree in Business, Finance, Education, or a related field
• Minimum of 5 years of experience in training, coaching, or talent development within financial services
• Proven track record in sales training and onboarding programs for client-facing roles
• Strong understanding of wealth management and private banking principles
• Experience supporting talent acquisition in a high-volume hiring environment
• Excellent communication and presentation skills with the ability to engage diverse audiences
• Ability to work in a fast-paced, collaborative team environment

Preferred Qualifications

• Advanced degree or certification in adult learning, coaching, or financial planning (e.g., CFP, CPTD)
• Prior experience at a major financial institution like JP Morgan Chase or similar
• Familiarity with CRM systems and sales enablement tools in wealth management
• Demonstrated success in developing client advisory training curricula
• Bilingual proficiency in English and Spanish or another language to support diverse client bases

Required Skills

• Expertise in adult learning principles and instructional design
• Proficiency in sales training methodologies for financial products
• Strong analytical skills for evaluating training outcomes
• Excellent verbal and written communication
• Facilitation and public speaking abilities
• Knowledge of wealth management regulations and compliance
• Project management and organizational skills
• Proficiency in Microsoft Office Suite and learning management systems (e.g., LMS like Cornerstone)
• CRM experience, such as Salesforce or equivalent in financial services
• Interpersonal skills for coaching and mentoring
• Adaptability to evolving financial industry trends
• Data-driven decision-making for program improvements
• Team collaboration and stakeholder management
• Attention to detail in creating compliant training materials
• Cultural sensitivity for diverse client and team interactions

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities and tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• Access to on-site fitness centers and wellness initiatives
• Global mobility support for career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.