U.S. Private Bank - Head of Investments and Advice - Managing Director - JPMorgan Chase : Job Details

U.S. Private Bank - Head of Investments and Advice - Managing Director

JPMorgan Chase

Job Location : Miami,FL, USA

Posted on : 2025-01-27T11:29:36Z

Job Description :

Posting Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As the Head of Investments and Advice in the U.S. Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team. Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.

Job Responsibilities

  • Keep up to date with markets, investments and new solutions
  • Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc.
  • Execute and measure a sales and risk management process, to achieve numerous business goals
  • Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs
  • Create, schedule, lead internal training sessions about investments and new products
  • Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
  • Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)

    • Required Qualifications, Capabilities, and Skills

  • Bachelor's degree required
  • Ten plus years of experience in Private Banking or Financial Services industry.
  • Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
  • FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date

    • Preferred Qualifications, Capabilities, and Skills

  • MBA or CFA preferred
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
  • Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.
  • Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.

    • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

    Base Pay/Salary

    $300,000 - $500,000 / year

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