Vice President, Private Client - Sales Training and Coaching
JobID: 210648027
Category: Sales Support
JobSchedule: Full time
Posted Date: 2025-08-20T15:06:33+00:00
JobShift:
Base Pay/Salary: New York,NY $99,750.00-$165,000.00
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase's expertise and 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 Vice President focused on Sales Training and Coaching for J.P. Morgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, and new RM onboarding. In addition, you will support training for Client Experience Specialists.
Job Responsibilities
• Supporting management and execution of end-to-end Relationship Manager onboarding and training programs that include knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing)
• Helping develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships
• Working with the Sales Strategy team and Field Leaders to design and deploy effective sales training and coaching programs resulting in exceptional client outcomes and consistent business growth
• Develop and deliver sales training and coaching one-to-one and one to many
• Facilitating a range of training and coaching programs to support Relationship Managers at all stages of their development
• Deliver train-the-trainer and coach-the-coach programs to Field Leaders to enable them to deliver coaching and programming at scale
Required Qualifications, Skills, and Capabilities:
• Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market
• Knowledge of affluent market and key drivers of client management success
• At least 5 years financial services experience with direct sales training and coaching experience as well as a strong consultative background
• Proficiency with individual and group coaching as well as facilitation of training in person and virtually
• Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders
• Demonstrated ability to manage and prioritize multiple tasks and projects simultaneously
• Proactive; takes initiative to identify solutions; executes with a sense of urgency
• Excellent relationship management skills and ability to navigate a large, complex organization
• Intellectually curious, client-first mindset, team-oriented, and high energy level
• Experience anticipating and proactively addressing management concerns
Apply Now
Apply Now
Category: Sales Support
JobSchedule: Full time
Posted Date: 2025-08-20T15:06:33+00:00
JobShift:
Base Pay/Salary: New York,NY $99,750.00-$165,000.00
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase's expertise and 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 Vice President focused on Sales Training and Coaching for J.P. Morgan Private Client, you will support the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, and new RM onboarding. In addition, you will support training for Client Experience Specialists.
Job Responsibilities
• Supporting management and execution of end-to-end Relationship Manager onboarding and training programs that include knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing)
• Helping develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships
• Working with the Sales Strategy team and Field Leaders to design and deploy effective sales training and coaching programs resulting in exceptional client outcomes and consistent business growth
• Develop and deliver sales training and coaching one-to-one and one to many
• Facilitating a range of training and coaching programs to support Relationship Managers at all stages of their development
• Deliver train-the-trainer and coach-the-coach programs to Field Leaders to enable them to deliver coaching and programming at scale
Required Qualifications, Skills, and Capabilities:
• Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market
• Knowledge of affluent market and key drivers of client management success
• At least 5 years financial services experience with direct sales training and coaching experience as well as a strong consultative background
• Proficiency with individual and group coaching as well as facilitation of training in person and virtually
• Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders
• Demonstrated ability to manage and prioritize multiple tasks and projects simultaneously
• Proactive; takes initiative to identify solutions; executes with a sense of urgency
• Excellent relationship management skills and ability to navigate a large, complex organization
• Intellectually curious, client-first mindset, team-oriented, and high energy level
• Experience anticipating and proactively addressing management concerns
Apply Now
Apply Now