U.S. Private Bank - Senior Family Office Strategist - Executive Director

Job Description

J.P. Morgan Private Bank is seeking a Vice President to join its Family Office Services & Strategy team. This role sits at the center of one of the firm’s fastest-growing segments—supporting the needs of the world’s wealthiest and most complex families and family offices.

As a senior member of the team, you will own and execute high-impact strategic initiatives that drive growth of the family office business. You will work directly with advisors, clients, and senior leadership to enhance our value proposition, empower advisors to win and deepen relationships, and elevate the client experience.

This is an ideal role for someone who combines strategic thinking, intellectual curiosity, client engagement, and execution rigor—and is motivated to shape the future of family office services at J.P. Morgan.

Job Responsibilities

Engage with Clients

• Lead discussions with clients and prospective clients to present capabilities and specialized advice
• Act as a subject matter expert on the firm's family office services
• Support advisors in deepening relationships with complex, multi-generational families

Drive Advisor Success

• Equip advisors with tools, insights, and tailored materials to win and expand family office relationships
• Provide hands-on support for client opportunities, including pitch development and expert advice
• Build scalable content and playbooks to support advisors nationwide
• Shape, refine, and advance the family office value proposition, offering, services, and capabilities to meet the needs of large and complex families  

Evolve the Family Office Offering 

• Shape and drive the development of a clear, differentiated pitch and narrative articulating the full J.P. Morgan Family Office value proposition
• Drive platform innovation through the development of new services, products, and client experiences
• Identify gaps & opportunities through client feedback, market trends, and competitive analysis
• Partner with senior leadership to shape strategic priorities and inform decisions

Enhance the Client Experience

• Lead initiatives to improve the end-to-end experience across digital tools, service, operations, and various solutions and product teams
• Identify and implement high-impact enhancements that differentiate the platform

Execute Strategy

• Own discrete workstreams aligned to the Family Office strategy
• Drive end-to-end execution, including detailed tracking of KPIs, stakeholder coordination, and delivery of operational outputs

Develop Content & Insights

• Develop client-ready materials, including pitchbooks, presentations, and analyses
• Contribute to industry-leading thought leadership (e.g., Global Family Office Report)
• Conduct financial, market, and competitive analysis to inform strategic decisions

Support Market Engagement

• Participate in high-impact client events, roundtables, and market visits

Required Qualifications, Capabilities and Skills:

• 6+ yrs experience in private banking, wealth management, family office, or a related field; Series 7 and 63, 65, or 66 
• Familiarity with family office structures and complex client needs
• Experience working with or supporting advisors and/or ultra-high-net-worth clients
• Proven ability to own projects end-to-end and deliver results in a fast-paced environment
• Strong analytical and strategic thinking skills, including financial analysis and planning
• Excellent communication and presentation skills with senior audiences
• Advanced proficiency in PowerPoint, Excel, and modern productivity/AI tools
• Track record of improving client experience or platform offerings
• Ability to synthesize complex information into clear, actionable recommendations
• Strong organizational skills and ability to manage multiple stakeholders
• Bachelor’s degree required (Master’s or relevant certifications a plus).

About Us

JPMorganChase, 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 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.

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.​

The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.