Chase Wealth Management- Market Director - Silicon Valley
JPMorgan Chase - Santa Clara, CA

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Job Description

Chase Wealth Management Market Director

Business Description:
Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.

Within Chase, Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.

As a Chase employee, you’ll be part of a company that makes a real difference every day for our customers, our communities and ourselves. With a focus on customer service, you’ll put others first, do what’s right and create solutions that make lives better. We invite you to build your career on our strong foundation and help shape what’s next – for you and for us.

Primary manager directly responsible for employee and customer relationship management in a designated territory

Lead, develop and coach both new and tenured Advisors, including providing them with the right starting client base and accounts and ensuring that they have the right training, including service and product education

Accountable for sourcing, recruiting and recommending Advisor and Investment Associate talent, partnering with senior management to identify, recommend, vet and close top, more Senior, external Advisors

Responsible for performance managing Advisor talent while also executing on retention goals

Develop and maintain strong relationships with key partners in Consumer Bank (BMs and DMs) and other parts of JPMC

Responsible for the appropriate segmentation of the business assigned to each Advisor


5+ years proven experience coaching and managing all levels of Advisors from brand-new recruits through highly experienced Advisors

Bachelor Degree required

Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts

Demonstrated ability to build relationships and partner with other areas of Consumer & Business Banking

High degree of investment services and product acumen, and keen interest in the financial markets

Strong communication skills, attention to detail and excellent follow-through

FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements

Ability to travel 50% of the time

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V


Relationship Management/Sales

Primary Location

US-CA-Santa Clara-WM1413 Santa Clara Valley Fair / 42310


Asset & Wealth Management



Job Type



Day Job

Employee Status



Yes, 50 % of the Time

Corporate Brand


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