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Asset Management, Private Bank, Market Manager, Scottsdale, AZ
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.
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.
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 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
Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill
open positions. In addition, the information you
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan
be responsible for any related fees,
from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for
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