JP Morgan Chase & Co.

Private Client Sales Strategy Support Manager, Vice President

JP Morgan Chase & Co. • $120K — $150K *
Columbus, OH 43240In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial services or sales strategy/business development
  • Strong consultative and project management skills
  • Ability to design and operationalize measurable business strategies
  • Exceptional communication skills for effective presentations
  • Proactive with a strong sense of initiative and urgency
  • Excellent relationship management in complex organizational settings
  • Intellectually curious with a client-first and team-oriented mindset

Responsibilities

  • Identify and establish scalable referral processes for client opportunities
  • Manage partnerships to operationalize referral opportunities
  • Collaborate with partners to ensure controls and tracking of referrals
  • Oversee client transfers across lines of business
  • Design and launch pilot referral campaigns to assess growth opportunities

Benefits

  • Opportunity for collaboration with key stakeholders at all levels
  • Engagement in shaping strategy for scaling Private Client services
  • High exposure to multiple lines of business within a leading financial institution
  • Dynamic and fast-paced work environment promoting agility and flexibility
  • Possibility to influence business outcomes and drive quantifiable results
Full Job Description
JOB DESCRIPTION

As a Sales Strategy Business Development lead forJ.P. Morgan Private Client, you will identify and help execute client referral opportunities across the firm27s businesses, includingChase Retail Branches,Commercial Banking, andPrivate Banking. You will help shape the strategy for scaling Private Client across the enterprise and partner with stakeholders across the ecosystem to develop internal centers-of-influence (COI) partnerships, transition eligible clients onto the Private Client platform, and enable seamless crossline of business reassignments. Your responsibilities will include:

  • Assessing and sizing strategic growth opportunities
  • Designing, launching, and measuring pilot referral campaigns
  • Building and maintaining relationships with partners across lines of business

  • Managing day-to-day execution to ensure efficient, compliant, and scalable outcomes

In this role you will collaborate with key stakeholders across the firm at all levels. Strong knowledge of business drivers, excellent communication and execution skills, and experience in financial services/banking and/or sales strategy/business development are essential. The ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must be detail-oriented and skilled at managing in a fast-paced environment.

Job Responsibilities

  • Identify opportunities and establish scalable processes with the firm27s different lines business for the referral of client opportunities to J.P. Morgan Private Client
  • Manage partnerships across the firm27s lines of business to identify and operationalize referral opportunities in conjunction with Service and Product owners
  • Work with appropriate partners to establish necessary controls, tracking and reporting of referrals to and from J.P. Morgan Private Client
  • Oversee the protocols and execute transfers of clients across Lines of Business

Required Qualifications, Skills, and Capabilities

  • At least 5 years in directly relevant fields (i.e., financial services and/or sales strategy/business development) experience with a strong consultative and project management background
  • Able to design and operationalize business strategies and processes 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 partnering with 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
  • Experience anticipating and proactively addressing senior management concerns

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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