Vice President, Private Client - Sales Training and Coaching

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

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 our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans