U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
Company: JPMorgan Chase & Co.
Location: Greenwich
Posted on: April 2, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
U.S. Private Bank. If you have an entrepreneurial mindset and are
looking to constantly challenge yourself, J.P. Morgan is the place
for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
a Market Team Lead at the J.P. Morgan Private Bank, you are
responsible for advising families on building, preserving and
managing their wealth. You will use your knowledge of investments,
financial planning, credit and banking to advise current clients on
all aspects of their balance sheet and drive new client
acquisition. You will be part of a local team and supported by an
institutional platform that has the resources, specialists and
intellectual capital to help you advise clients on achieving their
desired goals. In addition to managing and building your own book
of business, you will also be responsible for developing and
retaining a local team of Client Advisors. You will partner with
local leadership on developing and executing on the strategy of the
local market, including hiring and training. Job Responsibilities
Manage and build relationships with clients by earning trust,
thoroughly understanding client needs, providing targeted advice,
developing thoughtful solutions and delivering an exceptional
client experience Drive business results and acquire new assets,
both from existing client base and new client acquisition; advise
clients on their overall balance sheet, including asset allocation,
investment management, wealth planning, credit and banking needs
Act as a business coach to help the team drive new business and
challenge them to think creatively about approaching opportunities;
share best practices and lessons learned across the team
Participate in developing the team’s business plan and ensure goals
and objectives are being measured and achieved on an individual and
team level Provide ongoing coaching, feedback and development to
local Client Advisors Partner with internal specialists to provide
interdisciplinary expertise to clients when needed; connect your
clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and
objectives in the short, medium and long term through a holistic
goals based planning approach while strictly adhering to all risk
and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills Ten plus years of
work experience in Private Banking or Financial Services required
Five plus years' of experience in a leadership position required
Bachelor’s degree required FINRA Series 7, 66, 9, 10 and Insurance
licenses required for position; however, unlicensed candidates
considered but required to obtain licenses within 120 days of start
date Experience or demonstrated understanding of investments,
wealth planning, credit and banking concepts Preferred
qualifications, capabilities and skills Proven record of being a
player-coach within a high performing team model MBA, JD, CFA, or
CFP preferred Proven sales success and strong business acumen
Ability to attract, retain and develop a high performing Client
Advisor team Experience with and in-depth knowledge of the equity
and fixed income markets and alternative investments, including
Hedge Funds, Private Equity and Real Estate
Keywords: JPMorgan Chase & Co., Meriden , U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director, Accounting, Auditing , Greenwich, Connecticut
