JPMorgan Private Client is more than a financial services provider—it is an advice-based relationship experience, bringing clients the breadth of JPMorganChase's expertise in banking, lending, and wealth management. We are growing amid the launch of a new offering focused on affluent families, individuals, and their businesses. Join us and help build a new business from the ground up while developing the next generation of Relationship Managers.

As a Senior Associate, Field Development in JPMorgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence, including talent acquisition strategy, client advisory and sales training, and new Relationship Manager onboarding. You will partner across the Sales organization to deliver high-impact programming that develops exceptional Relationship Managers capable of building successful businesses through client acquisition and deepening.

Job responsibilities:

• Support the management and execution of Relationship Manager onboarding end to end, including knowledge and skills development, client experience, and controls-related processes.
• Partner across the Sales organization to identify and execute against the learning needs of the team.
• Develop high-impact programming that equips Relationship Managers to acquire clients and deepen existing relationships.
• Develop and deliver sales training and coaching aligned with business priorities.
• Lead efforts to brand JPMorgan Private Client training collateral and resource sites.
• Create slide templates and training materials to ensure an elevated, consistent learning experience aligned with strategic priorities.
• Manage the execution of training logistics to ensure seamless delivery.

Required qualifications, capabilities, and skills:

• 3+ years of financial services experience with a strong consultative background.
• Direct experience working with affluent clients and/or knowledge of the affluent wealth market.
• Knowledge of key drivers of client management success in the affluent market.
• Exceptional communication skills, with the ability to present recommendations to senior management and influence multiple stakeholders.
• Proactive mindset with the ability to identify solutions and execute with urgency.
• Excellent relationship management skills and ability to navigate a large, complex organization.
• Intellectually curious, client-first mindset, team-oriented, and high energy level.

Preferred qualifications, capabilities, and skills:

• Experience in learning and development, training design, or talent development.
• Experience with training content creation and branding.

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