JPMorgan Chase
Vice President, Relationship Manager (High-Net-Worth) - JPMorgan Private Client – Boston, MA
$150K
Boston, MA · Director · Full-time · Posted Sep 25, 2026
- Experience
- 5+ years in Financial Services, including affluent or complex relationship management and business development.
About the job
Build and grow high-net-worth client relationships by delivering tailored banking and lending solutions, facilitating wealth-management introductions, and developing new business through prospecting and referrals.
What you'll do
- Provide personalized financial discovery, planning, and banking and lending solutions; facilitate introductions to wealth management.
- Build a pipeline and new book of business through prospecting, networking, and referral partnerships.
- Share market and economic perspectives, coordinate across business lines, and follow risk and regulatory controls.
What they ask for
- 5+ years in Financial Services, including affluent or complex relationship management and business development.
- A high-net-worth referral network and demonstrated success building trusted client relationships.
- SIE, FINRA Series 7, and FINRA Series 66 (or 63 and 65); unlicensed applicants must obtain licenses through JPMC’s program within 150 days of hire.
- Ability to prospect persistently, solve complex financial challenges, and deliver holistic planning and client service collaboratively.
Nice to have
- College degree or military equivalent.
Pay
$150,000.00-$150,000.00 USD base salary
Tools
SIE, FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, NMLS
Model-written summary · the original posting is authoritative