JPMorgan Chase Market Manager - Houston in Dallas, Texas
JPMorgan Chase & Co at https://careers.jpmorgan.com/careers/why-us . is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .
J.P. Morgan Asset & Wealth Management is made up of the Asset Management at https://careers.jpmorgan.com/careers/divisions/asset-management and Wealth Management at https://careers.jpmorgan.com/careers/divisions/wealth-management
The Houston Market Manager role is primarily responsible for the leadership, management and strategic growth of the Private Bank in Houston, TX.
The Market Manager leads an integrated team of Bankers, Investors, Capital Advisors, Wealth Advisors & Trust & Estate Advisors who are responsible for advising clients on managing and growing their wealth, across solutions that include investments, banking, trust services and credit. You will also ensure team members are engaging our resources effectively across Wealth Management and the broader firm to deliver a complete and appropriate Wealth Management solution to our clients. You will be actively involved, and demonstrate a senior presence, in the Houston community.
Strategic planning and growth of the team and market opportunities
Overall responsibility for leading and developing a team of Bankers, Investors, Capital Advisors, Wealth Advisors, and Trust & Estate Advisors
Ensure an effective approach to hiring, retaining and rewarding the best talent, performance management, talent management, training and integration of new joiners within the market
Provide ongoing coaching and feedback to ensure the team is working together to provide interdisciplinary expertise for our most complex clients
Manage the team to ensure systematic, forward thinking and disciplined approach to advising clients, sales management, client acquisition, and risk management
In addition to day to day management of the business, this role should also grow the team’s book of business and will be responsible for prospecting and developing leads for new clients
Build trust and develop relationships with clients to help the team advise particularly large or complex relationships
Responsibility for budget planning
As a member of the Regional leadership team, provide leadership, execute on Wealth Management priorities and participate in defining the long-term strategy for the regional Private Bank business
Build and maintain excellent working relationships with internal and external partners to promote visibility and impact in the market
Fifteen plus years of experience in Private Banking or Financial Services industry
Strong leadership and management skills with experience in effective hiring, developing, motivating and retaining large, high performing teams. Individual needs to be an inspirational leader with high “EQ” who can provide vision, presence, and credibility to the market
Track record of successfully building and growing a business within Wealth Management preferred
Ability to drive change and implement disciplined management practices
Ability to influence and problem solve to address any implementation challenges
Significant experience of managing budgets and compensation planning
Impeccable interpersonal and organizational skills with high level of self-motivation and drive to succeed
Proven sales and client relationship skills
Strong relationship management, partnership and team building skills
Excellent communication (verbal and written), influencing and negotiation skills with the ability to establish and communicate the strategic vision to all levels
Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong risk and control mindset
Bachelors degree required, MBA, CFP or CFA preferred
Series 7, 63, 9, & 10 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.