U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals‑based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client’s behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. Location Grand Rapids, MI, United States #J-18808-Ljbffr
- ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. You will be working alongside a team of talented colleagues... ...as a trusted partner, supporting day-to-day business and execution of strategic priorities. Collaborate across investment...SuggestedWork at office
$195.42k - $342.1k
...service. SENIOR MANAGING DIRECTOR, WEALTH MANAGEMENT OH:... ...by the Business Unit President. This may include emerging... ...trust and estate planning, private and/or business banking, and financial planning, inclusive... ...authorized to work in the U.S. without the need for employment...SuggestedH1bFlexible hours- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
- ...team is currently seeking a Vice President – Product Management. This will... ...owns the development and execution of category strategies that align... ...performance within a private ownership environment. This role... ...Authorized for work within the U.S. without requiring visa sponsorship...SuggestedFull timeTemporary workVisa sponsorshipFlexible hours
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- ...and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with...Personal Banker, Customer Experience, Banker, Business Services, Sales, Loyalty...
- ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Kentwood, MI. PNC is an in‑office company that fosters a collaborative and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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- ...Hospital is a 108-bed, private psychiatric facility that... ..., and so our nurse executives have the autonomy to manage... ...Errickson, Divisional Director-Clinical Recruitment at... ...other facilities in 40 U.S. states, Washington,... ...Number, credit card or bank information, etc.) from...Local areaRelocation package
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- ...customer experience. While operating within the Bank's risk appetite, achieves results by... ...formation of investment strategies. Aids in the execution of investment strategies. Participates in... ...roles within this pay grade across the U.S. Individual salaries within this range...Work at office
- ...Position: Chief Executive Officer (CEO) - PE-Backed Wealth Management Firm Location: Greater Grand Rapids, MI Compensation: Low... ...initiative ~ At least 4+ years of experience in wealth management or private wealth advisory (e.g., major wirehouses or advisory firms) ~...Local area
- ...services for over 30 years to educational institutions, governmental agencies, healthcare systems and the private commercial sector. We are looking for a Project Executive with a minimum of 10 years’ experience to join our team and lead the Grand Rapids, Michigan office....Temporary workRemote work3 days per week
- ...of downtown Grand Rapids, Michigan, is a private 108 bed psychiatric facility that serves... ...professional standards and ensure adequate execution. Consistently evaluate the results of... ...various related services located all over the U.S. States, Washington, D.C., Puerto Rico...Temporary work
$41.25k - $82.5k
...PNC is seeking a Mid Office Services Specialist to manage the loan process within its Private Bank team. This role involves collaborating with banking advisors and various teams to ensure efficient loan management from application to booking while engaging with clients...Bank staffWork at office- ...Nursing Officer Opportunity Forest View Hospital is a 108-bed, private psychiatric facility with over 45 years of experience in the... ...design, each facility is run independently, and so our nurse executives have the autonomy to manage their teams with clinical and...Local areaRelocation package
- ...and are passionate about staking and surveying land, we want to hear from you! We are unable to pursue candidates that would require U.S. visa sponsorship at this time. Starting pay is based on experience. Uintah Engineering & Land Surveying (UELS) is a major provider...Contract workWork at officeRemote workRelocationVisa sponsorshipRelocation packageShift work
- ...Mercantile Bank is looking for an enthusiastic, customer-focused Branch Banker to join our team in Comstock Park, MI. Depending on your experience, you may be hired as a Customer Service Representative or a Personal Banker. If you're passionate about helping others, driven...
- ...Branch Banker Mercantile Bank is looking for an enthusiastic, customer-focused Branch Banker to join our team in our Knapp's Corner Branch in Grand Rapids, MI. Depending on your experience, you may be hired as a Customer Service Representative or a Personal Banker....Bank staffMonday to FridayFlexible hoursWeekend workAfternoon shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
$100k
...role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory... ...qualified lead flow is provided. Join our privately held, multi-billion-dollar, global... ...worth prospects. You will report to the Director of Sales who will make sure you have the...Local areaRemote workHome office- ...Vice President Join a leading industrial manufacturer specializing in precision grinding machinery, offering the chance to shape long... ...term growth and make a tangible impact. As part of a dynamic executive team, you'll drive strategic revenue initiatives and help expand...Relocation
- ...Cascade Engineering - Grand Rapids MI Vice President of Operations R OLE S UMMARY The Vice President of Operations provides... ..., the VP of Operations serves as a key member of the executive leadership team and plays a critical role in strengthening the...
- ...here! Are you excited for what is ahead? We are too! Scope of Responsibility As Vice President of Operations, you'll lead enterprise-level manufacturing strategy and execution across multiple facilities, with full accountability for safety, quality, delivery, and...Weekly payTemporary workWork at office
- ...growth. This is not a traditional finance role. You will be the operating general manager of a seven-person accounting team, the executive sponsor of a mission-critical ERP optimization project, and a trusted thought partner to the CFO. You will inherit a solid foundation...Contract workTemporary workFor contractorsWork at office
$75k - $85k
...Executive Director Forest Hills Public Schools Foundation A Leadership Opportunity in a Mission-Driven Organization The Forest Hills Public Schools Foundation is seeking a dynamic, relationship-driven leader to serve as its next Executive Director. This role...Full timeLocal areaMonday to FridayFlexible hours- ...Position Overview The Executive Director is responsible for overseeing all aspects of the Center's operations, including strategic planning, program management, fundraising, financial management, staff leadership, and community engagement, while ensuring the organization...For contractorsWork at officeLocal area
$10k
...Executive Director At Priority Life Care (PLC), we provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. Join us in our mission to enhance the lives of seniors,...Temporary workLocal areaWork from homeFlexible hours$128k - $268k
...Michigan Job Summary The Senior Banker serves as the Trusted Advisor... ...platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also drive the... ...markets, deposits, leasing, private banking, equipment finance, etc...Permanent employmentFull timeWork experience placementInterim roleWork at officeFlexible hoursNight shift$70k - $80k
...&A world in coming semesters, then bigger picture functions -- banking, audit management, CPA liaison, strategic planning, and more, as... ...paid vacation. 10 company holidays. Successful 2nd generation, private held, family owned business. Pay range is $70,000 to $80,000....Part timeFor contractorsWork at officeImmediate startFlexible hours
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