Private Bank – Market Manager – Washington, DC recruitment

J.P.Morgan Private BankMarket Manager
The J.P. Morgan Private Bank has a history which includes more than 160 years helping the world's wealthiest
individuals, families, foundations and endowments grow, manage and sustain their wealth. Today we manage over $268 billion in client assets and serve clients from offices in 25 states and 11 countries. In February 2010, we received an award
as the #1 Private Bank for the Ultra High Net Worth globally from Euromoney.
Position Summary:The JPMorgan Market Manager has to have had demonstrable success in the financial markets; the most important experience is having successfully grown a business. You must be able to promote team success by leading and acting as a role model
to drive sales to meet aggressive revenue goals.
Maximize integrated team partnership by sharing best practices. Lead the integrated team in the attainment of market share by deepening client relationships
while meeting financial goals, including profitability, for a defined regional market. Act as catalyst for New Business by developing a highly visible presence in the community.
Requirements:
Develop operating strategy by defining and analyzing regional and team market opportunities.
Assess opportunities to set new client goals and targets for team.
Set client priorities and ensure proper coverage of client needs.
Determine method to measure each team member against goals.
Evaluate competition and identify business trends /issues that would lead to additional revenue opportunities.
Ensure that every client opportunity is identified in
partnership with the
Practice Managers:
Manage tactical product and market cycle sales
Oversee client planning process
Evaluate current client book for future potential
Identify prospects
Identify and mitigate client at-risk situations
Ensure bankers are developing client and prospective client
plans/strategies

Qualifications
Qualifications:
Prior client management experience in financial services: broad understanding of needs and solutions for wealthy clients
10 years of experience in sales and management in financial services industry
Strong communication and teamwork skills
Ability to partner and operate effectively in a team based, matrix environment
Proven success in managing full PL responsibilities for large business
Demonstrated ability to drive change and develop and execute an efficient, effective operating model
FINRA Series 7, 63, 9, 10, 23