JPMorgan Private Client is more than a financial services provider—it 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.
