About the U.S. Private Bank: With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Job Description: This role will support the USPB CEO and Leadership team, reporting to the AWM CFO. The Head of Business Management plays a major role in organizing and leading the USPB Operating Committee to achieve large-scale growth initiatives. The Head of Business Management leads a team of ~30 Business Managers across the US who cover investments, advice, and business development practices. This role will work cross-functionally with front office advisors, finance and business management, product specialists, legal, risk management, compliance, operations, technology, and marketing to grow the USPB. We are seeking top performers for this role who can engage quickly and deliver meaningful impact.
Key responsibilities include:
Drive key USPB business priorities aligned to growth
Advise management, employees, and clients
Make decisions on behalf of the business with an eye towards business-sustainability, compliance and regulatory requirements, and client & advisor experience and outcomes
Plan and lead USPB governance and Operating Committee Meetings
Plan, execute and follow up on internal events (i.e. Town Halls, Advisor Recognition programs (i.e. Morgan Circle), Senior Leaders)
Navigate and facilitate internal communication strategy (i.e. newsletters, advisor notes, earnings notes, organizational announcements, etc.)
Partner with senior management, including USPB Region Heads and Regional Heads of Investments and Advice, Practice Leaders, and Functional Partners to execute on key priorities
Analyze business initiatives with an eye towards client, firm, advisor, and business impact
Understand, define, prioritize, and execute client and advisor needs in the context of short and long term objectives
Partner with key stakeholders to influence change where needed; ensuring stakeholders and partners are satisfied and goals are met
Develop and implement creative solutions for operational effectiveness
Synthesize content, create presentations with minor guidance, present recommendations to senior management
Lead change management where needed with front office advisors across a wide range of initiatives including campaigns, policy and process changes, technology rollouts, products, regulatory and other business changes
Manage team of 30 Business Managers and be involved as-needed on projects and priorities for the team
Qualifications
The Head of USPB Business Management must possess strengths in business and project management, issue identification and resolution, excel at building relationships, and be a strong and effective communicator. The position requires flexibility and the ability to quickly adapt within a dynamic environment.
BA/BS required
10 years of consulting, project management or business management experience ideally with exposure to field / large project rollouts and accountability for complex components / tasks
Strong relationship management and executive-level communication skills
Highly organized, able to prioritize and manage multiple tasks simultaneously
Excellent written communications skills
Strong interpersonal skills and ability to work across all levels of the organization
Self-motivated and effective under pressure
Highly collaborative
Working knowledge of the Private Bank business, processes and systems preferred
Previous experience with change management programs highly desirable
Superior judgment and discretion working with both confidential and sensitive information
Experience with Advisor Tools and processes preferred (i.e. Connect, Account Opening)
Keyword: consumer%20banking
About the U.S. Private Bank: With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Job Description: This role will support the USPB CEO and Leadership team, reporting to the AWM CFO. The Head of Business Management plays a major role in organizing and leading the USPB Operating Committee to achieve large-scale growth initiatives. The Head of Business Management leads a team of ~30 Business Managers across the US who cover investments, advice, and business development practices. This role will work cross-functionally with front office advisors, finance and business management, product specialists, legal, risk management, compliance, operations, technology, and marketing to grow the USPB. We are seeking top performers for this role who can engage quickly and deliver meaningful impact.
Key responsibilities include:
Drive key USPB business priorities aligned to growth
Advise management, employees, and clients
Make decisions on behalf of the business with an eye towards business-sustainability, compliance and regulatory requirements, and client & advisor experience and outcomes
Plan and lead USPB governance and Operating Committee Meetings
Plan, execute and follow up on internal events (i.e. Town Halls, Advisor Recognition programs (i.e. Morgan Circle), Senior Leaders)
Navigate and facilitate internal communication strategy (i.e. newsletters, advisor notes, earnings notes, organizational announcements, etc.)
Partner with senior management, including USPB Region Heads and Regional Heads of Investments and Advice, Practice Leaders, and Functional Partners to execute on key priorities
Analyze business initiatives with an eye towards client, firm, advisor, and business impact
Understand, define, prioritize, and execute client and advisor needs in the context of short and long term objectives
Partner with key stakeholders to influence change where needed; ensuring stakeholders and partners are satisfied and goals are met
Develop and implement creative solutions for operational effectiveness
Synthesize content, create presentations with minor guidance, present recommendations to senior management
Lead change management where needed with front office advisors across a wide range of initiatives including campaigns, policy and process changes, technology rollouts, products, regulatory and other business changes
Manage team of 30 Business Managers and be involved as-needed on projects and priorities for the team
Qualifications
The Head of USPB Business Management must possess strengths in business and project management, issue identification and resolution, excel at building relationships, and be a strong and effective communicator. The position requires flexibility and the ability to quickly adapt within a dynamic environment.
BA/BS required
10 years of consulting, project management or business management experience ideally with exposure to field / large project rollouts and accountability for complex components / tasks
Strong relationship management and executive-level communication skills
Highly organized, able to prioritize and manage multiple tasks simultaneously
Excellent written communications skills
Strong interpersonal skills and ability to work across all levels of the organization
Self-motivated and effective under pressure
Highly collaborative
Working knowledge of the Private Bank business, processes and systems preferred
Previous experience with change management programs highly desirable
Superior judgment and discretion working with both confidential and sensitive information
Experience with Advisor Tools and processes preferred (i.e. Connect, Account Opening)
Keyword: consumer%20banking
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world™s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
