J.P. Morgan Private Client Sales Strategy

J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorganChase’s expertise an extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.

As a Sr. Associate on the J.P. Morgan Private Client Sales Strategy team, you will play a pivotal role in two essential pillars: Client Acquisition & Engagement sales strategy and Training. Your responsibilities will include developing Relationship Manager (RM) sales resources such as tip sheets, tools, and behavior guides, to support RMs in acquiring new clients and deepening wallet share existing clients. You will contribute to shaping the vision for the sales resource ecosystem, focusing on platform development, creating purpose-driven content, performance management and collaborating with Field Communications to drive salesforce advocacy. 

Additionally, you will help assess sales practice, product and other training and development needs of new and existing employees, creating and executing learning plans, determining the most effective delivery methods for various locations nationwide, and helping triage any urgent business needs as it relates to training initiatives. You will help manage and deliver programs that enable our Relationship Managers to provide exceptional advice and solutions to our clients, and ensure they are equipped with the tools to deliver a great client experience while growing our business. 

This is a high exposure role and will have a meaningful contribution to our high growth business goals. If you have an entrepreneurial and detail-oriented mindset with experience in solving complex problems while delivering great employee and client experiences, this role is a great opportunity.

Job Responsibilities

• Collaborate with subject matter experts to create and implement sales resource behavior guides and tip sheets, ensuring alignment with business objectives, best practices, and the RM/Client Experience Specialists (CES) sales cycle.
• Manage the complete inventory of sales and training resources, identifying opportunities for new content and retiring outdated materials.
• Act as the primary liaison for partner teams (Product, Technology, Servicing, etc.) to channel sales resource/training requests and establish a priority framework for asset evaluation.
• Help manage the Relationship Manager licensing process, by coordinating with internal teams and maintaining reports to support the program’s success 
• Develop and oversee the control framework for the J.P. Morgan Private Client sales resources and training, ensuring all assets are legally approved, document storage complies with guidelines, and annual recertification is completed on schedule with successful audits.
• Manage and organize inquiries from the field for both sales resource needs and training, developing action plans and process improvements
• Analyze sales resource performance and training outcomes to optimize go-forward approach. Provide detailed reports to stakeholders including recommend improvements based on feedback and performance data

Required Qualifications, Capabilities and Skills

• Experienced – bachelor’s degree or equivalent work experience, combined with 3+ years of experience in financial services, corporate strategy, or learning and development.
• Organized – able to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindset
• Clear – Strong oral and written communication skills; capable of concision and brevity 
• Technical – Intermediate to advanced Microsoft PowerPoint, Word, and Excel skills are required
• Accountable – Strong sense of responsibility and initiative
• Influential – Strong interpersonal skills with ability to influence without authority leadership approach
• Curious – Demonstrates intellectual curiosity and honesty and grounds decisions in the facts. Comfortable with ambiguity and change in a fast-paced environment. Commitment and self-motivation suitable to a start-up team in a large organization

Preferred Qualifications, Capabilities and Skills

• Experience in Financial Services

Chase is a leading financial services firm, helping nearly half of America’s households and sm