Chase · 1 month ago
U.S. Private Bank - Private Business Advisory - Executive Director
2029 Century Park E, Los Angeles, CA, 90067, US
Full-time
Onsite
Mid, Senior Level
$170K/yr - $350K/yr
5+ years expChase is a leading financial services firm, and they are seeking an Executive Director for their Private Business Advisory team. The role involves providing strategic advice to business owners, generating new business, and collaborating with various teams to enhance client experiences and outcomes.
BankingFinancial Services
Responsibilities
Provide thought leadership and expertise to business owner clients and internal partners
Discuss transition options and the current market environment in group and one-on-one settings
Evaluate and offer guidance on deal terms and structure; assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business
Evaluate and review management succession plans and objectives
Partner with our Wealth Advisors/Wealth Strategists to advise on pre- and post-transaction planning strategies and integrate within family wealth transfer plans
Review and propose corporate governance structures
Review corporate documents including operating and buy-sell agreements and suggest additional best practices
Qualification
Required
Bachelor's degree
Five plus years of relevant work experience in Mergers and Acquisitions or related fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management
Ability to travel within assigned markets
Preferred
Advanced Degree or licensing preferred, ideally CFA, JD, CPA or MBA (or in-process)
Solid analytical and quantitative skills (with knowledge of the mathematical principles underlying the financial valuation models used to develop recommendations for clients)
Demonstrates a sense of urgency and comfortable multi-tasking
Proactive, accountable and detail oriented work ethic with excellent organizational skills
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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