JPMorganChase · 19 hours ago
U.S. Private Bank - Private Business Advisory - Executive Director
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
5+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Private Business Advisory role focuses on providing strategic advice to business owners regarding transactions and governance, while generating new business and collaborating with internal partners.
Asset ManagementBankingFinancial 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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