Senior Associate, Field Development - JPMorgan Private Client

JPMorgan Private Client is more than a financial services provider-it is an advice-based relationship experience, bringing clients the breadth of JPMorganChase's expertise in banking, lending, and wealth management.

We are growing amid the launch of a new offering focused on affluent families, individuals, and their businesses.

Join us and help build a new business from the ground up while developing the next generation of Relationship Managers.

As a Senior Associate, Field Development in JPMorgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence, including talent acquisition strategy, client advisory and sales training, and new Relationship Manager onboarding.

You will partner across the Sales organization to deliver high-impact programming that develops exceptional Relationship Managers capable of building successful businesses through client acquisition and deepening.

Job responsibilities:


* Support the management and execution of Relationship Manager onboarding end to end, including knowledge and skills development, client experience, and controls-related processes.


* Partner across the Sales organization to identify and execute against the learning needs of the team.


* Develop high-impact programming that equips Relationship Managers to acquire clients and deepen existing relationships.


* Develop and deliver sales training and coaching aligned with business priorities.


* Lead efforts to brand JPMorgan Private Client training collateral and resource sites.


* Create slide templates and training materials to ensure an elevated, consistent learning experience aligned with strategic priorities.


* Manage the execution of training logistics to ensure seamless delivery.

Required qualifications, capabilities, and skills:


* 3+ years of financial services experience with a strong consultative background.


* Direct experience working with affluent clients and/or knowledge of the affluent wealth market.


* Knowledge of key drivers of client management success in the affluent market.


* Exceptional communication skills, with the ability to present recommendations to senior management and influence multiple stakeholders.


* Proactive mindset with the ability to identify solutions and execute with urgency.


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


* Intellectually curious, client-first mindset, team-oriented, and high energy level.

Preferred qualifications, capabilities, and skills:


* Experience in learning and development, training design, or talent development.


* Experience with training content creation and branding.

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...