Field Leadership Optimization, Executive Director

Posted Yesterday
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New York, NY
Hybrid
Expert/Leader
Financial Services
The Role
As the Field Leadership Optimization lead at J.P. Morgan Private Client, you will enhance Regional Managing Director effectiveness through skill development and sales practice management. Your role will involve optimizing field performance and deploying resources for strategic initiatives and sales campaigns, while collaborating with senior stakeholders to ensure successful execution of business strategies.
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Job Description
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of J.P. Morgan 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 Field Leadership Optimization Lead within J.P. Morgan Private Client, you will be tasked with enhancing the effectiveness of Regional Managing Directors. Your role will encompass skill development, such as train-the-trainer programs, managing sales practices, and implementing necessary tools like programming and reporting to boost field performance. Furthermore, you will equip Relationship Managing Directors with essential resources to execute sales campaigns, propel strategic initiatives, carry out field business development engagements, and tackle routine sales-related requirements.
As Field Leadership Optimization lead you will influence and collaborate with key stakeholders at all levels. Strong knowledge of business drivers, excellent communication and execution skills, and experience in sales are essential. The ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must be detail-oriented and skilled at managing in a fast-paced environment.
Job responsibilities

  • Identify, measure, and track the skills, behaviors, and practices required for field leadership effectiveness in a sales organization
  • Provide Field Leaders with guidance and support for regional-level project execution, marketing campaigns, performance reporting, etc.
  • Coordinate regional communications to include timely product and technology rollouts, business development initiatives, training/development launches, etc.
  • Manage always-on product and sales resources
  • Work with Field Leaders to help deploy effective recruiting, training and development strategies resulting in exceptional client outcomes and consistent business growth


Required qualifications, skills, and capabilities

  • At least 10 years in directly relevant fields (i.e., financial services and/or sales) experience with a strong consultative background
  • 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
  • Experience anticipating and proactively addressing senior management concerns


About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

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250,000 Employees
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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

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Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

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