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Chase · 1 month ago

JPMorgan Private Client - Head of Business Development - Managing Director

1230 Avenue Of The Americas, New York, NY, 10020, US

Full-time

Onsite

Senior Level, Lead/Staff

$250K/yr - $450K/yr

10+ years exp

Chase is a prominent financial institution, and they are seeking a Managing Director for their Private Client Business Development team. This role involves driving business development efforts, enhancing client experiences, and overseeing team development and incentive strategies to foster growth in the Private Client business.

BankingFinancial Services

Responsibilities

Collaborate with the Affluent leadership team to define and refine the strategic direction for J.P. Morgan Private Client, ensuring alignment with broader organizational goals

Work closely with Field Leaders to identify priorities, set clear objectives, and communicate actionable plans that drive client engagement and deepen relationships

Monitor market trends and client needs to proactively adjust strategies, ensuring the J.P. Morgan Private Client offering remains competitive and relevant

Serve as the primary connection between J.P. Morgan Private Client and other lines of business, including One Chase, Commercial Bank, and Private Bank

Facilitate collaboration and knowledge sharing across teams to develop integrated engagement strategies that leverage the strengths of each business unit

Champion a unified approach to client relationship management, ensuring seamless referrals and consistent client experiences across the organization

Design and implement incentive programs that motivate Relationship Managers to adopt client-centric behaviors and deliver outstanding service

Regularly review and update compensation structures to reflect evolving business objectives and regulatory requirements

Analyze performance data to ensure incentive programs are driving desired outcomes and supporting the growth of the J.P. Morgan Private Client base

Partner with HR, Learning & Development, and Communications to deliver comprehensive training programs focused on advisory skills, regulatory licensing, and best practices in client engagement

Foster a culture of continuous improvement, encouraging feedback and innovation in client relationship management