Global Private Bank, PB / CB Partnership, Vice President
J.P. Morgan
About The Private Bank: Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.
About 23 Wall: 23 Wall is a global team dedicated to ensuring the power of the full JPMorgan Chase franchise is brought to bear for the world’s largest, most sophisticated clients and their family offices across lines of business. The team sits within the Private Bank but has a LOB-agnostic mandate. We provide insight and access to the firm's expertise, capital, and deal flow across client balance sheets.
Job Description: The PB/CB Partnership Program Lead will drive the creation and execution of a national, data-driven strategy to systematically manage referrals across Private Bank (PB) and Commercial Bank (CB). This leader will be accountable for program success, delivering actionable insights, and fostering collaboration between PB and CB teams at both national and local levels.
Key Responsibilities:
- Strategic Planning:
- Develop and communicate a 3–5-year vision for the partnership, identifying key milestones and success metrics.
- Stakeholder Engagement:
- Build strong relationships with PB and CB market leads, ensuring seamless connectivity and collaboration.
- Provide regular updates to senior stakeholders (e.g., Dave Frame, Melissa Smith, Matt Sable).
- Program Leadership: Partner on the rollout of the PB/CB partnership program, ensuring systematic data capture and robust reporting.
- Serve as the primary point of accountability for program outcomes, reporting directly to senior executive sponsors.
- Share best practices and scale the program nationally by leveraging pilot learnings.
- Data & Reporting:
- Collect, analyze, and deliver referral and client data to leadership, prioritizing C-suite and strategic relationships.
- Leverage PB and CB CRM systems to generate insights and drive local market performance.
Required Qualifications Capabilities and Skills:
- Proven experience in business intelligence, data reporting, or program management within financial services.
- Demonstrated leadership in cross-functional or cross-line-of-business initiatives.
- Strong analytical, communication, and stakeholder management skills.
- Experience with CRM systems and data-driven decision-making.
- Commitment to fostering an inclusive and high-performing team culture.
Preferred Qualifications Capabilities and Skills::
- Data focused and driven
- Strategic thinker with the ability to articulate and execute a long-term vision.
- Culture builder who creates energy, motivation, and inclusivity.
- Trust developer, providing undivided attention and support to individuals and teams.
- Accountability creator, delivering regular feedback and driving results.
- Organized, disciplined, and able to manage multiple priorities in a dynamic environment.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the 23 Wall team as the PB/CB Partnership Lead