Head of Field Advisory and Practice Management, Executive Director

As Head of Field Advisory & Practice Management, Executive Director for J.P.

Morgan Private Client, you will lead the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, new Relationship Manager onboarding, and the creation of a home-grown Relationship Manager development program.

In addition, you will be responsible for training strategy and programing for Regional Relationship Managers and Client Experience Specialists.

Job responsibilities


* Provide insight and execute strategies to attract and retain top client management talent to serve the affluent market at scale


* Work closely with Field Leaders and Relationship Managers to design and deploy effective training and development strategies resulting in exceptional client outcomes and consistent business growth


* Create programmatic strategies and infrastructure to execute Relationship Manager recruiting, development, and retention that Field Leaders can deploy in their respective regions and markets


* Help train-the-trainers (Regional Relationship Managers) to deliver coaching and programming at scale


* Develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships


* Create and oversee a thorough end-to-end Relationship Manager onboarding program that includes knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing)

Required qualifications, skills, and capabilities


* At least 10 years financial services experience with a strong consultative background


* Deep knowledge of affluent market and key drivers of client management success


* Able to design and operationalize business strategies that can be tracked, measured and that adhere to all applicable controls


* Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders


* Proactive; takes initiative to identify solutions; executes with a sense of urgency


* Excellent relationship management skills and ability to navigate a large, complex organization


* Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results


* Team leadership and proven ability to attract, develop and retain top talent


* Experience anticipating and proactively addressing senior management concerns

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, deliveri...