Teams at JPMorganChase

Manage and deepen a portfolio of large business clients through deposit acquisition, cash management, credit solutions, client retention, referrals, and customized financial advice. Build relationships with business owners and centers of influence, partner with branch, wealth, private banking, and treasury specialists, onboard products, and ensure regulatory compliance, profitability, and sound risk management.

Presents capital markets perspectives, investment themes, platforms, products, and strategies to wealth management advisors and clients. Covers a territory of 2–3 regions and approximately 300–400 advisors, leads workshops and group presentations, conducts advisor meetings, supports new business opportunities, attends client meetings as an investment subject matter expert, and coordinates cross-disciplinary presentations. Requires strong investment product knowledge, wholesaling and presentation skills, territory management, licensing, collaboration, and overnight travel.

Provides advanced tax, trusts and estates, wealth transfer, securities compensation, pre-liquidity, and concentrated-position planning for high-net-worth clients and advisors. Develops educational content, supports regional wealth strategies, coaches advisors, presents to clients and professional centers of influence, identifies business opportunities, and delivers customized goals-based advice. Requires strong knowledge of tax and estate laws, communication skills, ethical judgment, and collaboration with field leadership. Travel to local and out-of-state branches is required as needed.