Market Director, JPMorgan Private Client - Palo Alto, CA

Job Description

We continue to expand our market presence and high-touch service model for high-net-worth customers through our private client offering. Join us as a Market Director and lead a team of relationship managers dedicated to delivering best-in-class banking, lending, and investment solutions for affluent clients. Be part of a culture that values excellence, collaboration, and continuous growth.

As a Market Director in our private client team, you will lead and develop a team of relationship managers who nurture high-net-worth client relationships and deliver centralized, high-touch service. You will drive strategic growth, foster a client-centric culture, and ensure dynamic performance at both the relationship manager and market levels across Palo Alto and Walnut Creek.

Job responsibilities

• Recruit, lead, mentor, and manage a team of relationship managers, fostering their professional growth through training and development
• Develop and execute market strategies to expand the affluent client segment and drive business growth across Palo Alto and Walnut Creek
• Build and maintain strong relationships with key clients and centers of influence to enhance market reach
• Collaborate with leaders across teams to identify opportunities and deliver seamless client experiences
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among stakeholders
• Establish clear performance expectations, providing regular feedback and coaching to help team members achieve goals
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution
• Represent the firm at industry events and networking opportunities to strengthen the firm’s presence in Palo Alto and Walnut Creek
• Create and promote a culture of risk management and controls to ensure compliance and mitigate risks
• Monitor and report on team performance, using data to inform decisions and drive results
• Champion client-centric initiatives that enhance personalized service and long-term relationship building

 

Required qualifications, capabilities and skills

• 10+ years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients
• 5+ years of experience recruiting, developing, and coaching professionals who serve affluent clients across banking, investment, and lending needs
• Proven ability to cultivate a client-centric culture focused on personalized service and long-term relationships
• Strong track record in business development, working with strategic clients and centers of influence to drive growth
• Strong interpersonal and communication skills with strategic thinking abilities
• Demonstrated success in building and maintaining internal partnerships to enhance service delivery and client care
• Ability to travel up to 30% of the time as needed

 

Preferred qualifications, capabilities and skills

• College degree or military equivalent

 

Federal Deposit Insurance Act:  

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries. 

 

Dodd Frank/Truth in Lending Act  

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

 

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.