U.S. Private Bank - Private Banker - Vice President
Next Frontier Capital
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 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 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 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. Join a team delivering premiere service to high net worth clients through holistic financial advisement. #J-18808-Ljbffr
- ...Private BankerWe are actively looking for exceptionally talented individuals who are... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...career to the next level. As a Private Banker in the U.S. Private Bank, you are...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... ...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... ...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
- ...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....SuggestedTemporary workWork experience placement
- 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
- ...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....
- 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...
$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- 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...
- JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building and preserving wealth. You will use your knowledge of investments, credit, and banking to guide current clients and recruit new ones within a collaborative institutional...Temporary workLocal area
- ...Location: Remote (U.S.) or Hybrid Job Type: Full-Time... ...an experienced and strategic Vice President of Finance to join our executive... ...Manage relationships with banks, auditors, tax advisors, legal... ..., fundraising, or private equity-backed organizations....Full timeContract workRemote workWorldwide
$150k - $165k
...the largest and most active investment banking firms in the U.S. For over 20 years, Capstone... ...Overview SSIB is seeking an experienced Vice President to join its Chicago, New York, or Boston... ...‑of‑court, involving distressed M&A, private financings, liability‑management...Work at officeRemote workWork from homeFlexible hours$110k - $181.25k
Who we are looking forWe are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions... ...notices and release merged documents.Reviewing monthly bank reconciliations and post journal entries.Reviewing...Full timeTemporary workFlexible hours- ...Posting DescriptionJ.P. Morgan’s Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets... ...finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated...
- ...Solutions business.Job summary: As a (junior) Vice President, Portfolio Oversight, you will oversee... ...today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...
- ...summary:As an Enterprise Platform Management Vice President on the 55ip Enterprise Platform... ...and today we are a leader in investment banking, consumer and small business banking, commercial... ...-leading investment management and private banking solutions. Asset Management...Work at officeShift work
$110k - $207.5k
...0 geographic markets.Job DescriptionThe Vice President of Business Development and Sales will report... ...in alternative investments, private credit solutions, and securities-based lending... ...registered investment advisors, and private banks with a command of the key commercial,...Full timeTemporary workFlexible hours- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close...
- ...Vice President of Business Development & Sales About the Company Expanding provider of... ...Publicly Traded Angel Investment Banking Specialties investment management... ...managers, registered investment advisors, and private banks. Key skills and qualifications...
$130k - $160.58k
Job Title:Assistant Vice President, Portfolio Management - Sponsor FinanceLocation... ...loan transactions for private-equity-backed software, SaaS,... ...in compliance with the Bank's lending policies and procedures... ...the Vice President, Commercial Banker, you will evaluate leveraged...Full time$120k - $202.5k
...GPT-4.1, and o-series modelsArchitect RAG/agent workloads with AI Search, prompt flow, and Agent ServiceImplement Content Safety, private networking, Entra ID, CMK, and data residency controlsDatabricks & Data-Centric AI (Primary)Own Databricks strategy on AWS and Azure...Full timeTemporary workFlexible hours$153k - $210k
...Vice President Boston; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—where... ...backgrounds in private equity, investment banking, FP&A, Big 4, and financial...Work at officeLocal areaRemote work2 days per week$137.09k - $228.45k
...LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) ,... ...from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application...Full timeWork from home- TwinThread is seeking an experienced Private Banker in Boston, MA. This role requires over fifteen years in Private Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will manage client relationships, generate business results, and...
- ...partnering with senior credit officers, capital markets professionals, private equity sponsors, company management teams, and other industry... ...credit approval memoranda, and ensure compliance with the bank's underwriting policies and procedures. Lead investment committee...
- We’re seeking a future team member for the role of Senior Vice President, Product Owner - Total Portfolio Analytics to join our Data & Analytics... ...data products; multi-asset experience and knowledge of the private markets is crucial.Working knowledge of portfolio analytics...WorldwideFlexible hours
$90k - $157.5k
...forA strong quantitative modeler to join the team as Assistant Vice President and Credit Risk Modeler based in New Jersey, Connecticut, or... ..., including Corporate, Commercial Real Estate (CRE), Private Equity (PE) Fund and Private Credit (PC) exposures, etc.Develop...Full timeTemporary workFlexible hours- ...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
$208k - $344k
...Vice President - Global Technology Account Management, Open Finance SolutionsMastercard powers... ...that would be valuable:Experience in open banking, open finance, payments, or financial... ...rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-...Full timePart timeWorldwideFlexible hours- ...Vice President of Finance About the Company Innovative provider of... ...Hospital & Health Care Type Privately Held, VC-backed Founded... ...have a strong knowledge of U.S. GAAP, financial reporting,... ...leading annual audits and managing banking relationships. Experience in...
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