JOB DESCRIPTION
As Head of Field Advisory & Practice Management, Executive Director for J.P. Morgan Private Client, you will lead the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, new Relationship Manager onboarding, and the creation of a home-grown Relationship Manager development program. In addition, you will be responsible for training strategy and programing for Regional Relationship Managers and Client Experience Specialists.
Job Responsibilities
- Provide insight and execute strategies to attract and retain top client management talent to serve the affluent market at scale.
- Work closely with Field Leaders and Relationship Managers to design and deploy effective training and development strategies resulting in exceptional client outcomes and consistent business growth.
- Create programmatic strategies and infrastructure to execute Relationship Manager recruiting, development, and retention that Field Leaders can deploy in their respective regions and markets.
- Help train-the-trainers (Regional Relationship Managers) to deliver coaching and programming at scale.
- Develop high impact programming resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships.
- Create and oversee a thorough end-to-end Relationship Manager onboarding program that includes knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing).
Required Qualifications, Skills, and Capabilities
- At least 10 years financial services experience with a strong consultative background.
- Deep knowledge of affluent market and key drivers of client management success.
- Able to design and operationalize business strategies that can be tracked, measured and that adhere to all applicable controls.
- Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders.
- 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 with passion for driving quantifiable business results.
- Team leadership and proven ability to attract, develop and retain top talent.
- Experience anticipating and proactively addressing senior management concerns.
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