U.S. Private Bank - Private Banker - Executive Director / Vice President
JPMorganChase
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 take your career to the next level. 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 Seven plus years of work experience in Private Banking or Financial Services. Bachelor’s Degree required. Series 7, 66 and Insurance licenses required; 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 Proactive, takes initiative, and uses critical thinking to solve problems. MBA, JD, CFA, or CFP preferred. 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. Benefits Competitive total rewards package including base salary, commission‑based pay, and discretionary incentive compensation. Comprehensive health‑care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal Opportunity Employer 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. 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. About The Team 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. #J-18808-Ljbffr JPMorganChase
- ...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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
$350k
...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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area- ...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... ...Private Banking clients. Job ResponsibilitiesConsult on and execute brokerage trades, including: advising the client on trade execution...Suggested
- ...J.P. Morgan is seeking a Private Banker to provide first-class client service in its U.S. Private Bank. In this role, you will advise clients on managing their wealth, including investments, credit, and banking needs. With over six years of experience in Private Banking...Suggested
- JPMorganChase in Boston is seeking experienced professionals for a Private Banking role. Your primary responsibility will be managing and nurturing client relationships, while also acquiring new assets. Applicants should have a minimum of seven years of experience in financial...Suggested
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets. Join...
- ...officers, capital markets professionals, private equity sponsors, company management teams... ...other industry participants to underwrite, execute, and manage sponsor-backed leveraged... ...memoranda, and ensure compliance with the bank's underwriting policies and procedures....
$260k - $365k
...national practice that represents lenders, private equity sponsors and public and private... ...have significant transactional experience in bank financing transactions and related UCC matters... ...for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited...Full timeWork at officeRelocation$24.25 - $32.5 per hour
...of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that is integral... ...on saving time & money Consistently executes appropriate behaviors to deliver a... ...Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing...Work at office- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Immediate startAfternoon shift
- ...customers in the Branch Manage clients’ complete banking relationship across the company with a... ...sources Share the value of Chase Private Client with eligible clients Provide advice... ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Afternoon shift
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- ...Responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach... ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
$150k - $300k
...Management, please visit The Bank Loan Strategies Team is a... ...since 1989. The team invests in U.S. and European senior loans... ...the Credit Research Team, the Executive Director will be responsible for... ...Engage with management teams, private equity sponsors, debt-advisors...Full timeTemporary workWorldwide- ...Executive Vice President of Programs & Strategy About the Company Mission-driven organization addressing... ...direct legal services private sponsorship legal resources legal... ...refugee protections, particularly in the U.S. or European context, are essential....
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...Immediate startAfternoon shift
$140k - $235k
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...leadership teams of dynamic public and private companies generating $50 million to $250... ...and experience, including planning, execution and follow up of client meetings.Strong corporate...Full timeWork experience placementWork at officeLocal areaFlexible hoursDay shift- ...Management Consultant Senior in Business Banking, you will play a crucial role in the business... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth... ...in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial...
$24.25 - $32.5 per hour
...of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that is integral... ...saving time & money Consistently executes appropriate behaviors to deliver a... ...Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing...Work at office$90k - $120k
...oversee fund accounting, reporting, and operations for private credit vehicles. This role partners closely with deal... ...accounting entries* Capital & Cash Operations: Execute capital calls, distributions, and bank reconciliations; Track interest receipts and portfolio...Work at office$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ..., REIT tax structuring and compliance, executive compensation, master planning and... ...General understanding of key concepts under U.S. Generally Accepted Accounting Principles...Full time- ...Executive Vice President, Compliance About the Company Innovative financial technology (FinTech... ...Financial Services Type Privately Held About the Role The Company... ...federal and state lending regulations and banking requirements. The role demands a professional...
$300k - $412.5k
...Role OverviewThe Head of Enterprise Payments, Banking, and Retiree Services is a senior executive responsible for the end‑to‑end strategy, operational performance, and transformation of the firm’s global payments, banking, and retiree servicing capabilities. This role...Full timeTemporary workLocal areaFlexible hours$168.61k - $281.09k
...recordkeeping business. The role, Vice President, Assistant General Counsel,... ...least one jurisdiction in the U.S.8+ years of experience at a... ...collective investment trusts, private funds, managed accounts and other... ...regarding an applicant’s bank or credit card. Should you have...Full timeWork from home$170k - $267.5k
About the roleState Street is seeking a senior executive to lead a critical Transfer Agency function within our Private Markets business. This role sits at the intersection... ...asset manager clients. The Managing Director will serve as a visible leader internally and externally...Full timeTemporary workFlexible hours$150k - $190k
...to build a fulfilling career.BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our Boston office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New England region. By providing...Full timeWork at officeLocal area3 days per week$225k - $353k
Executive Director/Vice President, Medical Affairs - Genetic Rare DiseaseThe OpportunityAs Executive Director/Vice President, Medical Affairs, Vascular Anomalies, you will define and implement all aspects of clinical trial engagement, disease awareness, and medical strategy...Local areaShift work$198k - $252k
...a division of First Citizen's Bank, as a part of the Investor Coverage... ...community, the Managing Director will work in collaboration with... .... (NASDAQ: FCNCA) is a top 20 U.S. financial institution with... ...intuition to deliver results.Execution: Can develop authentic relationships...Work at officeLocal area- Brown Brothers Harriman (BBH) is recruiting a Corporate Advisory & Banking Relationship Manager for our Boston office. You will manage relationships with privately owned businesses in New England, providing capital and advisory support across corporate finance, lending...Work at office
- ...Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage... ...business, institutional, government, and private client banking relationships. SDG is co-... ...on a flat corporate structure and our bankers are entrusted with considerable...Remote work
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