Job Description
JobID: 210648027
Category: Sales Support
JobSchedule: Full time
Posted Date: 2025-08-20T15:06:33+00:00
JobShift:
Base Pay/Salary: New York,NY $99,750.00-$165,000.00
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.
As a Vice President focused on Sales Training and Coaching for J.P. Morgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, and new RM onboarding. In addition, you will support training for Client Experience Specialists.
- Job Responsibilities
- Supporting management and execution of end-to-end Relationship Manager onboarding and training programs that include knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing)
- Helping develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships
- Working with the Sales Strategy team and Field Leaders to design and deploy effective sales training and coaching programs resulting in exceptional client outcomes and consistent business growth
- Develop and deliver sales training and coaching one-to-one and one to many
- Facilitating a range of training and coaching programs to support Relationship Managers at all stages of their development
- Deliver train-the-trainer and coach-the-coach programs to Field Leaders to enable them to deliver coaching and programming at scale
- Required Qualifications, Skills, and Capabilities:
- Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market
- Knowledge of affluent market and key drivers of client management success
- At least 5 years financial services experience with direct sales training and coaching experience as well as a strong consultative background
- Proficiency with individual and group coaching as well as facilitation of training in person and virtually
- Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders
- Demonstrated ability to manage and prioritize multiple tasks and projects simultaneously
- 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
- Experience anticipating and proactively addressing management concerns
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