Associate Vice President jobs at Equitable Holdings - 2526 jobs

Associate/Vice President Client Tech Platform - Program Manager/Project Manager
Blackrock 4.4
New York, NY jobs
**About this role** **About the Client Platform Team** **BlackRock manages its engagement with clients and colleagues across the firm through the Client Platform and the Client Platform engages our Global Product Solutions team to determine which products to offer at the right time and in the right market scenario.** ** ** **The Global Client Platform team, part of Global Product Solutions (GPS), is dedicated to enhancing client interactions, improving and accelerating sales through enhanced management processes and technology solutions that help BlackRock better anticipate and engage clients' needs. The team has been leading the effort of introducing a new firmwide CRM, Content Management platform, a Product Master, and Client Data system to streamline sales management. The team more broadly generates Management Reports and participates in the requirements and build of Artificial Intelligence (AI) tools. These reports and tools are meant to equip our client-facing teams with data and insights and facilitate cross team collaboration so we deliver to clients as 1BLK.** **About this role** **BlackRock's Client Businesses manage its engagement with clients and colleagues across the firm through a client platform. Given our growing business and rapidly evolving marketplace, our platform must be a step ahead. Incorporating data from multiple platforms and layering in AI will advance opportunities with current and potential clients and enable leadership to meet or exceed their targets. It will directly shape how BlackRock sells to and services our clients and ultimately drives our business forward.** **This role will be focused on driving engagement with the client businesses to manage the needs across multiple tools to accelerate sales for the firm. We are seeking a highly motivated and experienced Program Manager/Project Manager to join our dynamic team. The ideal candidate will be responsible for overseeing the planning, development, and implementation of projects while ensuring alignment with organizational goals and objectives. This role requires a strong understanding of technology, excellent project management skills, and the ability to lead cross-functional teams.** **Key Responsibilities** + Project Planning and Management: Develop detailed project plans, timelines, and budgets for initiatives. Monitor progress and make adjustments as necessary to ensure successful project completion. Ability to pivot quickly to matters requiring immediate attention and drive to completion. Develop project objectives with measurable goals, roadmaps, and execution plans. + Team Leadership: Lead and motivate cross-functional teams, including sales, other project managers, engineers, and communications teams, to achieve project goals. + Stakeholder Communication: Serve as the primary point of contact for all project stakeholders. Communicate project status, risks, and issues effectively to senior management and other stakeholders. Communicate complex topics in simple ways including visualization. + Broad Communication: Communicate product capabilities and enhancements to AI tooling across global sales teams and other users of the platform. + Risk Management: Identify potential risks and develop mitigation strategies to minimize impact on project outcomes. + Performance Monitoring: Track performance of the business after implementing AI tools and techniques. Report on progress and performance metrics. + Continuous Improvement: Implement best practices and lessons learned from previous projects to improve future project outcomes. **Qualifications** + Education: Bachelor's degree, Engineering experience is a value add. + Experience: Minimum of 5 years of experience in project management. + Project Management Skills: Proven experience in managing complex projects with multiple stakeholders. PMP or similar certification preferred. + Leadership Skills: Excellent leadership and team management skills. Ability to inspire and motivate team members. + Communication Skills: Strong verbal and written communication skills. Ability to communicate complex technical concepts to non-technical stakeholders. + Problem-Solving Skills: Strong analytical and problem-solving skills. Ability to think strategically and execute methodically. + Technical Skills: Strong understanding of AI technologies. + Adaptability: Ability to work in a fast-paced and dynamic environment. Flexibility to adapt to changing priorities and requirements. For San Francisco, CA and New York, NY Only the salary range for this position is USD$125,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$125k-155k yearly 3d ago

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AVP, Acquisition Fraud Strategy and Model Monitoring
Synchrony Financial 4.4
New York, NY jobs
Job ID: 2504170 Job Description: Role Summary/Purpose: The AVP, Acquisition Fraud Strategy and Model Monitoring, is a multi-functional role within credit fraud acquisitions strategy team. The primary responsibilities include overseeing the performance of fraud models and conducting in-depth data analytics to identify underlying model performance issues and developing action plans for deteriorating models. The role will work closely with the Acquisition Fraud Strategy Model Developers as well as the Credit Strategy Validation team to create remediation plans when models used in Credit strategies are not performing as expected. Additional responsibilities include supporting the evaluation of new fraud models, fraud and technology tools, coordinating model roll-outs with the strategy team, as well as developing enhanced ongoing monitoring reporting. The AVP, Acquisition Fraud Strategy and Model Monitoring will report to the VP, Acquisition Fraud Strategy. Our Way of Working We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events. Essential Responsibilities: Conduct deep dives and root cause analysis on deteriorating models to identify underlying issues Develop tactical and strategic actions plans to address model performance issues Author narratives for on-going model monitoring executive summaries explaining technical concepts in easily understood language Develop thorough and detailed documentation to support the strategy team's model development process to ensure consistency, transparency, and alignment with organizational goals Develop enhanced reporting to support fraud model performance monitoring Work cross functionally with fraud strategy leads to support their analytics of fraud strategies and models Work closely with implementation team to ensure that Acquisition Fraud Strategic goals are met and remove obstacles to meet those goals Perform model implementation validations and ensure strategies have the use of the best available tools and scores Support evaluating new fraud models and tools that can be leveraged in acquisitions, payments, and merchant underwriting Assist fraud strategy leads in the development of fraud strategies and analytics when time permits Partner with advanced modeling teams to drive targeting/treatment solutions that meet business objectives Collaborate with 2nd / 3rd line to ensure strong governance, safety & soundness of strategies. Fully support regulatory requests, internal reviews, audits and business continuity planning Partner with portfolio credit managers and client teams to launch new initiatives, communicate changes in a timely & effective manner, and ensure strategies are driving the desired P&L impacts Partner with compliance, legal, fair lending and audit as required Perform ad hoc analytics, validations, and remediations as required Perform other duties and/or special projects as assigned. Qualifications/Requirements: Bachelor's degree and 5+ years of experience building analytically derived strategies within Credit, Marketing, Risk or Collections in Financial services, or in lieu of a Bachelor's degree, 9+ years of experience building analytically derived strategies in Marketing, Risk or Collections in Financial services. 3+ years of experience working with statistical tools such as SAS, Python, Tableau. Expert level proficiency with Excel 3+ years of experience in retail, business, installment loans, or private label credit. Excellent temperament and ability to work through uncertainty, collaborate respectfully across functions & teams, and find solutions to issues Ability and flexibility to travel for business as required Desired Characteristics: Experience operating at a strategic level as part of a cross functional team Use of advanced technical & analytical competencies in driving effective strategic goals within a significant functional area Strong understanding of the consumer credit lending lifecycle and card programs Strong understanding of fraud models and their usage with fraud strategies Strong understanding of model evaluation metrics such as precision, recall, F1 Familiarity with modeling approaches such as logistic regression and tree ensembles Understanding of the Lines of Defense (2nd Line Strategy Validation and 3rd Line Internal Audit) Excellent oral and written communication skills with impact and influence Ability to multi-task and perform in a fast-paced environment Experience working alongside and in unison with off-shore teams Demonstrated ability to manage multiple projects, organize work flow and timelines Master's Degree or MBA with advanced analytic focus, or equivalent advanced degree Grade/Level: 11 The salary range for this position is 115,000.00 - 200,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Credit
$127k-160k yearly est. 2d ago
Senior Associate/VP, Compliance (AML/KYC)
Aquarian 3.9
New York, NY jobs
Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary The Compliance Associate/VP is responsible for administering and further developing the firm's investor and transactional Anti-Money Laundering (AML) and Know Your Customer (KYC) diligence and monitoring program. The successful candidate is a subject matter expert on AML/KYC policies, procedures, and practices with a desire to provide support to the firm's broader compliance framework across the organization. This includes conducting risk assessments, performing testing, conducting due diligence on third parties, working on core compliance matters, and contributing to firm initiatives and regulatory responses. This is a dynamic, hands-on position that requires strong analytical, organizational, and interpersonal skills in a fast-paced and evolving environment. This position is onsite 5 days a week at our New York City office. Key Responsibilities: Administer and further develop Aquarian's AML/KYC policies and procedures. Review and assess AML/KYC documentation throughout the investment lifecycle. Assess database screening results and escalate findings as necessary. Maintain accurate and up-to-date AML/KYC books and records. Respond to third-party AML/KYC and sanctions-related inquiries. Support technology and compliance initiatives to improve AML/KYC processes. Monitor regulatory updates impacting AML/KYC requirements. Deliver internal training on AML/KYC policies and procedures. Conduct enterprise-wide risk assessments. Perform testing and monitoring in accordance with the annual compliance plan. Conduct initial and ongoing due diligence on third parties. Assist with various Code of Ethics-related compliance tasks. Perform other duties assigned by Compliance team leadership. Qualifications: Strong project management, organizational, and multitasking abilities. Excellent verbal and written communication skills. High attention to detail and commitment to accuracy. Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Demonstrated ability to handle confidential information with discretion. Comfortable interacting with all levels of professionals in a team-oriented environment. Proactive, adaptable, and capable of prioritizing in a fast-paced setting. Bachelor's degree required. CAMS certification is preferred but not required. 5+ years of AML/KYC experience, preferably in the alternative investment sector. Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
$120k-178k yearly est. 2d ago
SVP, Investments - Lead Bay Area Capital Strategy
Prologis 4.9
San Francisco, CA jobs
A leading logistics real estate firm is seeking a Senior Vice President, Investment Officer in San Francisco. The role involves managing capital deployment efforts and leading a high-performing team in a dynamic market. Ideal candidates will have over 12 years in industrial real estate and proven leadership capabilities. A California Real Estate license is required. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr
$214k-321k yearly est. 2d ago
Associate/Vice President Client Tech Platform - Program Manager/Project Manager
Blackrock, Inc. 4.4
New York, NY jobs
About the Client Platform Team BlackRock manages its engagement with clients and colleagues across the firm through the Client Platform and the Client Platform engages our Global Product Solutions team to determine which products to offer at the righ Manager, Project Manager, Program Manager, Vice President, Platform, Associate
$93k-128k yearly est. 4d ago
Private Banking Associate VP - Investments & Growth
Citigroup Inc. 4.6
Palo Alto, CA jobs
A major financial institution in Palo Alto is seeking an Associate Banker Safe Act Assistant Vice President. This role involves assisting in sales strategies, prospecting new clients, managing existing relationships, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong investment knowledge, and must obtain required FINRA Securities Licenses. This position is vital for driving growth and client satisfaction. #J-18808-Ljbffr
$129k-189k yearly est. 4d ago
Managing Director, M&A Advisory & Deal Leadership
BDO USA 4.8
San Francisco, CA jobs
A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr
$225k-300k yearly 3d ago
Managing Director, BDO Capital Advisors - Investment Banking
BDO USA 4.8
San Francisco, CA jobs
The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr
$225k-300k yearly 3d ago
VP Wealth Consultant
Calamos Investments 4.3
San Francisco, CA jobs
California-San Francisco San Francisco, CA 94104, USA Description Summary of the Role The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial referral programs, particularly Fidelity, while building relationships with referral partners, prospects, and internal Wealth Advisors. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion. This position requires regular travel throughout the assigned territory, with preference for candidates based in or with strong ties to the Chicago, Miami, or Atlanta markets. The ideal candidate is highly energetic, business development-focused, an exceptional listener, growth-oriented, and possesses a strong collaborative mindset. Primary Responsibilities Manage all sales activities within assigned geographic territory to exceed revenue objectives. Develop annual business plans and regional strategies to maximize client acquisition and retention. Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation. Generate new business through prospecting, lead generation, and client conversion within custodial referral programs. Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives. Deliver regular presentations of CWM services to referral partner associates at their offices and regional events. Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service. Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes. Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs. Preferred Qualifications Bachelor's degree required. Based in or willing to relocate to the San Francisco metropolitan area, or demonstrated ability to effectively cover these markets through established relationships and regular travel. 8+ years financial services experience required; 4+ years intermediary sales/external wholesaling experience preferred. Series 65 and CFP designations required. Proven history selling financial products and solutions to new and existing clients. Experience collaborating across organizational levels, particularly with executive decision-makers. Demonstrated expertise in sales cycle management and process facilitation. Strong problem‑solving, negotiation, and persuasive communication abilities. Excellent written communication skills with ability to adapt messaging for diverse audiences. Effective presentation skills for both individual and group settings in formal and informal environments. Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline. Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts. Compensation Disclosure The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $150,000 - $200,000. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future. Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long‑term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
$150k-200k yearly 4d ago
Senior Home Lending VP: Lead a High-Impact Mortgage Team
Jpmorgan Chase & Co 4.8
Tarrytown, NY jobs
A leading financial institution in New York seeks a Lending Manager to lead retail mortgage production while adhering to regulatory requirements. This role requires a Bachelor's degree, over 5 years of experience in mortgage lending, and strong leadership capabilities. The position is focused on growing a team of Home Lending Advisors and achieving strategic business goals. Excellent communication and P&L management skills are essential for success. Opportunities for career growth are available. #J-18808-Ljbffr
$146k-197k yearly est. 4d ago
VP Commercial Banking Relationship Manager - San Francisco
Hingham Institution for Savings 2.9
San Francisco, CA jobs
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards. About the role Hingham's Specialized Deposit Group (SDG) is looking for a Relationship Manager to take responsibility for some of the Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business development in the verticals the Bank targets: commercial real estate investors, property managers, nonprofit organizations, educational institutions, professional services firms, life sciences, and technology companies. You will also manage a portfolio of existing relationships with key customers and their staff. As the key point of contact for these customers, you will manage the full range of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Business Client Services Team and Cash Management Specialists. The SDG works closely with the Bank's Commercial Lending Group to deliver deposit services to new and existing commercial customers and refer commercial real estate loans. You will also work with commercial real estate customers to grow their deposit relationship with the Bank. We target operating accounts by providing a high level of service, offering competitive rates, and cross selling cash management services. Hingham prides itself on a flat corporate structure and our bankers are entrusted with considerable responsibility for business development and customer service. The SDG also plays an important role in our ongoing product development and process improvement efforts, aimed at providing a higher level of service to our customers, and may be responsible for identifying, testing, and delivering new products and services for our customers. Responsibilities Business Development: You will develop new relationships through a self-sourced portfolio, with a strong focus on our existing customer verticals (property management, municipalities, commercial real estate, non-profits). It is critical that you enjoy actively prospecting for new business, as this is the heart of the role. Manage Existing Relationships: You will serve as the primary banker for a portfolio of some of the Bank's most significant business, institutional, government, not for profit and private client banking relationships. You'll be responsible for coordinating their needs within the Bank, opening and closing accounts as necessary, and handling some of their basic needs relative to our digital products. You'll also be responsible for identifying opportunities to deepen our relationships with these clients through additional deposit/payments business or via our Residential and Commercial Lending Groups. Find Problems and Devise Solutions: As we grow alongside our customers, their needs change and our products and services must evolve. You will facilitate delivery of our digital products, including online and mobile banking, payments services (wire, remote deposit capture, ACH, lockbox, and merchant services) in conjunction with our Digital Banking Group and third party vendors. These solutions solve real problems for our customers and it is critical we stay engaged with them to ensure that our products are meeting their needs. We'll also expect you to provide input to our product and process development process over time based on our customers' experiences. Requirements Successful candidates should have a strong record of business development or relationship management in a business banking, private banking or cash management role. A book of business in non-profit, commercial real estate, professional services, or property management is strongly preferred but not required. What You'll Bring High ethical standards Strong analytic skills with an ability to translate business plans and goals An ability to effortlessly build relationships with trust and respect Strong self-management/drive and a meticulous approach to organization Ability to prioritize and differentiate between what's needed versus what's wanted. Be adept at handling multiple competing priorities and duties in a fast-paced, results-oriented, and rapidly changing environment Comfortable with implementing structure Experience working with distributed teams Culture Do you believe there's always room for improvement? We are constantly trying to improve our internal processes and our customer experience. Do you always dot your i's and cross your t's? Attention to detail is a must. Are you happy to lend a helping hand? We are a small, tight-knit group and at times all wear a number of different hats. Are you transparent and do you prefer addressing the elephant in the room? We pride ourselves on being upfront and honest. We do not have the time or energy for corporate politics. Do you pick up the ball that someone else may have dropped? We are looking for people that own the company goals beyond just doing their job. Are you OK with making a mistake? We are too, as long as we learn from them and don't repeat them. As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success. 401K Matching Health Benefits with Employer Contribution Life Insurance Paid Time Off Family Leave Short & Long Term Disability The pay range for this role is: 100,000 - 225,000 USD per year (San Francisco Office) #J-18808-Ljbffr
$115k-153k yearly est. 2d ago
Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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, paid in the form of cash and/or forfeitable equity, 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr
$165k-257k yearly est. 4d ago
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information Job Identification 210600697 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/24/2025, 03:11 PM Job Schedule Full time Job Shift Day Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you. As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 15 years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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, paid in the form of cash and/or forfeitable equity, 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
$165k-257k yearly est. 3d ago
Managing Director, Tech VC Relationships & Innovation
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products. #J-18808-Ljbffr
$165k-257k yearly est. 3d ago
Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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, paid in the form of cash and/or forfeitable equity, 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr
$165k-257k yearly est. 3d ago
VP, Direct Lending, Investment Operations
Aquarian 3.9
New York, NY jobs
Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations, combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary The Vice President of Direct Lending Operations is responsible for overseeing the full lifecycle of operational support for the firm's direct lending and private credit strategies. This role serves as a critical control and execution point between investment teams, borrowers, lenders, legal counsel, third-party administrators, and internal stakeholders. A core component of this role includes acting as, or overseeing, Administrative Agent functions for bilateral and syndicated loan transactions, ensuring accurate execution of loan documentation, cash flows, compliance, and ongoing borrower and lender servicing. This position is onsite 5 days a week at our New York City office. Key Responsibilities: Direct Lending & Private Credit Operations Lead end-to-end operational support for direct lending transactions, including originations, closings, fundings, amendments, restructurings, and payoffs. Oversee loan settlement, funding mechanics, interest accruals, principal amortization, fee calculations, and covenant tracking. Partner closely with investment professionals to structure operationally sound transactions and scalable post-close processes. Ensure accurate and timely booking of loan activity across portfolio accounting, general ledger, and performance reporting systems. Administrative Agent Responsibilities Act as Administrative Agent (or oversee agented functions) for bilateral and syndicated direct lending transactions. Coordinate execution of credit agreements, amendments, consents, and waivers with legal counsel, borrowers, and lender groups. Manage borrower communications related to funding notices, interest and fee notices, borrowing base certificates, and covenant deliverables. Calculate and distribute interest, principal, fees, and expense allocations to lenders in accordance with governing documents. Maintain official loan records, registers, and notice dissemination to all lender participants. Oversee lender onboarding, KYC documentation, and ongoing lender servicing requirements. Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Experience: 4-6 years of experience in direct lending, investment operations, trade support, or loan agency. Technical Skills: Proficiency in Microsoft Office suite with a strong emphasis on Excel. Analytical Skills: Strong analytical and problem-solving abilities, with attention to detail and accuracy. Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely. Team Player: Ability to work collaboratively within a team and manage multiple tasks in a fast-paced environment. Preferred Qualifications: Experience with private loans, structured products, and other fixed income instruments. Knowledge of loan servicing and settlement combined with experience using dedicated loan systems (e.g., Wall Street Office, ClearPar). Familiarity with regulatory frameworks and compliance standards in the investment industry. Knowledge of programming or data analysis tools (e.g., SQL, Python) is a plus. Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
$145k-236k yearly est. 2d ago
JPMorgan Private Client Market Director - Palo Alto, CA
Jpmorgan Chase & Co 4.8
Palo Alto, CA jobs
JPMorgan Private Client Market Director - Palo Alto, CA Job Information Job Identification 210596769 Job Category Relationship Manager Business Unit Consumer & Community Banking Posting Date 03/03/2025, 05:11 PM Locations Palo Alto, CA, United States Job Schedule Full time Job Description At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer. As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long‑term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level. Job responsibilities Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders Set clear performance expectations and provide regular feedback and coaching to team members Act as an escalation point for complex client issues, ensuring timely and effective resolution. Build and maintain strong relationships with key clients and centers of influence. Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts Represent the company at industry events and networking opportunities to enhance brand visibility and reputation Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct Required qualifications, capabilities, and skills Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs Ability to foster a client‑centric culture Strong understanding of wealth management, banking, and lending products and services Excellent interpersonal, communication, and strategic thinking skills, excellent follow‑through, and a strong commitment to upholding a sound risk and controls environment Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach Ability to travel 30% of the time Preferred qualifications, capabilities, and skills Bachelor's Degree preferred and/or equivalent experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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, paid in the form of cash and/or forfeitable equity, 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. #J-18808-Ljbffr
$141k-191k yearly est. 4d ago
Elite Private Client Market Director
Jpmorgan Chase & Co 4.8
Palo Alto, CA jobs
A leading financial services firm is seeking a Market Director for its Palo Alto location. This role requires a proven track record in leading teams and providing exceptional services to affluent clients. Responsibilities include developing strategic plans, managing a team of Relationship Managers, and enhancing client relationships. Candidates should have 10+ years of experience in banking or financial services and a strong commitment to client service. This position comes with a competitive rewards package and opportunities for advancement. #J-18808-Ljbffr
$141k-191k yearly est. 4d ago
Affluent Private Client Market Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A leading financial services firm in San Francisco is seeking a Market Director to lead a team of Relationship Managers serving affluent clients with over $1MM in investable assets. This role requires strategic thinking, a focus on client service, and a proven record in business development. Applicants must have extensive banking experience and the ability to work collaboratively across departments. This position offers competitive pay and comprehensive benefits in a diverse work environment. #J-18808-Ljbffr
$141k-192k yearly est. 4d ago
JPMorgan Private Client Market Director - San Francisco, CA
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer. As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long-term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level. Job responsibilities Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders Set clear performance expectations and provide regular feedback and coaching to team members Act as an escalation point for complex client issues, ensuring timely and effective resolution. Build and maintain strong relationships with key clients and centers of influence. Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts Represent the company at industry events and networking opportunities to enhance brand visibility and reputation Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct Required qualifications, capabilities, and skills Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs Ability to foster a client-centric culture Strong understanding of wealth management, banking, and lending products and services Excellent interpersonal, communication, and strategic thinking skills, excellent follow-through, and a strong commitment to upholding a sound risk and controls environment Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach Ability to travel 30% of the time Preferred qualifications, capabilities, and skills Bachelor's Degree preferred and/or equivalent experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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, paid in the form of cash and/or forfeitable equity, 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. #J-18808-Ljbffr
$141k-192k yearly est. 4d ago