JPMorgan Chase
U.S. Private Bank - Market Team Lead - Executive Director
$215K–$350K
San Diego, CA · Director · Full-time · Posted Aug 26, 2026
- Experience
- 10+ years in Private Banking or Financial Services; 5+ years in a leadership position.
- Education
- Bachelor’s degree required.
About the job
Advises private-bank clients on wealth and balance-sheet needs while building a business and leading a local team of Client Advisors.
What you'll do
- Manage client relationships, provide holistic advice, and acquire new clients and assets.
- Coach, develop, and retain Client Advisors; help set and achieve team business goals.
- Partner with internal specialists and follow risk, regulatory, and security policies.
What they ask for
- 10+ years of work experience in Private Banking or the Financial Services industry.
- 5+ years of experience in a leadership position.
- Bachelor’s degree.
- FINRA Series 7, 66, 9, 10, and Insurance licenses; unlicensed candidates must obtain them within 120 days of start.
Nice to have
- MBA, JD, CFA, or CFP.
- Proven player-coach experience in a high-performing team model.
Pay
$215,000.00-$350,000.00 USD base salary
Model-written summary · the original posting is authoritative