Join JPMorganChase and shape the future of client engagement. As Executive Director, Client Engagement, you will set the vision and lead the strategy, innovation, and execution of initiatives that drive client retention, deepening, and acquisition. Partner with senior leaders and cross-functional teams to deliver scalable, insight-driven solutions that power business growth and outstanding client outcomes.

As an Executive Director, Client Engagement in JPMorgan Private Client, you will lead the strategy and delivery of initiatives that strengthen client engagement and focus on retention, deepening, and acquisition. You will drive business growth by lending actionable insights and accelerating innovation to improve end-to-end client outcomes.

Job responsibilities:

• Define the strategy and roadmap for centralized client insights and acquisition workflows; lead end-to-end execution.
• Drive innovation to anticipate client behavior and needs – develop predictive insights and enable the business to respond quickly and effectively.
• Align stakeholders and operating model by coordinating cross-functional and cross-business partnerships to improve client experience and business outcomes.
• Establish governance and decisioning to drive effective execution, clear accountability, and consistent adoption across stakeholders.
• Define success metrics and measurement to track impact, evaluate outcomes, and inform future enhancements.
• Drive change management and adoption by building engagement routines (e.g., office hours, forums) to support rollout and continuous improvement.
• Support strategic planning and leadership communications with regular updates on priorities, progress, risks, and results.

Required qualifications, capabilities, and skills:

• 7+ years of experience in sales enablement, ideally within financial services.
• Experience leading cross-functional programs or initiatives in strategy, operations, or product.
• Strong stakeholder management skills and ability to deliver through influence in a matrixed environment.
• Structured, execution-oriented approach with attention to governance, controls, and risk management.
• Analytical mindset with the ability to translate insights into practical actions and scalable solutions.
• Strong written and verbal communication skills, including experience delivering executive-level updates.

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