Client Skills Training and Practice Management, US Private Bank, Design & Delivery, Vice President
Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm.
Our clients are extraordinary, and so are our Advisors.
If you have an entrepreneurial mindset, find your greatest satisfaction in helping others, and constantly challenge yourself, this role is for you.
Job summary:
As a Client Skills Training & Practice Management (US Private Bank) Design and Delivery Vice President on the Client Skills Training Private Bank Design and Practice Management team, you will be working closely with senior leaders across the Private Bank.
You will design and deliver high-impact learning experiences that translate business strategy into real client behaviors, improving advisor effectiveness and confidence, and shaping how elite Advisors grow their businesses.
Job responsibilities:
* Design and deliver Client Skills Programs that directly support Private Bank Advisor effectiveness in real client situations
* Translate business priorities into practical learning experiences, tools, and frameworks used in the field
* Facilitate high-energy, high-credibility sessions for Advisors and senior stakeholders
* Partner with Private Bank leadership, Business Management, and HR to identify skills gaps and design solutions that move performance
* Own programs end-to-end from concept and design through facilitation, iteration, and impact assessment.
* Continuously refine content based on feedback, outcomes, and evolving business needs.
Required qualifications, capabilities and skills:
* 4+ years of experience in learning design, facilitation, coaching, consulting, or a related field
* Bachelor's Degree required
* Strong facilitation presence and executive-level communication skills
* Experience in financial services, ideally wealth management/private banking, or a performance-driven front-office environment
Preferred qualifications, capabilities, and skills:
* Demonstrated ability to design practical, behavior-changing learning experiences.
* Experience working with and advising senior business leaders
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong team player who collaborates effectively
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-bas...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210783201
- Posted: 2026-09-25 11:28:19 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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