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Asset Management - Private Bank - Market Manager - Austin, Texas

Job Description

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for 170 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
 
Position Summary:    
The J.P. Morgan Private Bank Market Manager must have demonstrable success in the financial markets and, most importantly, must have successfully grown a business. You must be able to promote team success by leading and acting as a role model to drive sales to meet aggressive revenue goals.  Maximize integrated team partnership by sharing best practices. Lead the integrated team in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for a defined regional market. Act as catalyst for New Business by developing a highly visible presence in the community.    
     Requirements:    
  • Develop operating strategy by defining and analyzing regional and team market opportunities.
  • Assess opportunities to set new client goals and targets for team.
  • Set client priorities and ensure proper coverage of client needs
  • Determine method to measure each team member against goals.
  • Evaluate competition and identify business trends /issues that would lead to additional revenue opportunities.
  • Ensure that every client opportunity is identified in partnership with the Practice Managers:
  • Manage tactical product and market cycle sales
  • Oversee client planning process
  • Evaluate current client book for future potential
  • Identify prospects
  • Identify and mitigate client at-risk situations 
  • Ensure bankers are developing client and prospective client  plans/strategies 
  • Prior client management experience in financial services: broad understanding of needs and solutions for wealthy clients
  • 10+ years of experience in sales and management in financial services industry
  • Strong communication and teamwork skills
  • Ability to partner and operate effectively in a team based, matrix environment 
  • Proven success in managing full P&L responsibilities for large business
  • Demonstrated ability to drive change and develop and execute an efficient, effective operating model 
  • FINRA Series 7, 63, 9 & 10
Req #: 160038378
Location: Austin, TX US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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