U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director

Job Description

Step into a pivotal leadership role where you’ll shape the future of client service for high-net-worth families nationwide—guiding a team of 500 professionals across four major cities to deliver a world-class, high-touch experience, drive innovation through technology and data, and set new standards for excellence in the U.S. Private Bank.

• Develop and implement a high-touch, consistent U.S. Client Service strategy, partnering with leadership to embed teams in local growth and meet client needs
• Own the operating rhythm for work intake, transaction execution and daily capacity management, driving accuracy, timeliness, and strong regulatory adherence
• Strengthen controls and risk management, serving as escalation point and collaborating with Business Risk Management and Compliance
• Lead critical change initiatives by adopting AI-powered technology, redesigning workflows, closing process gaps, and driving cross-functional projects
• Own talent strategy, recruiting, succession planning, and development, while building a performance culture with clear expectations, coaching, and accountability
• Establish robust metrics and transparent reporting, leveraging data insights to reduce friction, improve turnaround, and ensure consistency across markets
• Represent Client Service in technology and operations, influencing systems and policies, and building strong partnerships to drive coordinated execution

• Extensive experience (10+ years) managing large complex service functions, equivalent financial services management experience at a senior leadership level. Strong leadership and change management skills, with dynamic credibility, exceptional judgment, communication, and ability to articulate strategy across multiple locations
• Must currently hold Managing Director or Executive Director title, external equivalent
• FINRA Securities Industry Essentials, Series 7, Series 63 and Series 24 licenses required
• Solid comprehension of Private Bank’s range of products and services as each applies to specific market and region business segments. Products include: deposits, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and private investments
• Must understand the strategic impact of the regulations, policies and procedures related to these products and services, and how to integrate changes into existing infrastructure
• Strong interpersonal skills; ability to quickly build strong relationships with other senior managers, members of the integrated team and other internal partners
• Adaptable leader skilled in project management, metrics, reporting, and navigating complex data flows in dynamic environments

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans