Private Bank, Family Office Services and Strategy, Vice President
Private Bank, Family Office Services and Strategy, Vice President
Posted yesterday
SENIORITY
Manager
About the role
- Equip advisors with tools, insights, and tailored materials to win and expand family office relationships
- Provide hands‑on support for client opportunities, including pitch development and expert advice
- Build scalable content and playbooks to support advisors nationwide
- Shape, refine, and advance the family office value proposition, offering, services, and capabilities to meet the needs of large and complex families
- Develop a clear and compelling pitch representing the full J.P. Morgan family office value proposition
- Build clear alignment across J.P. Morgan teams (Morgan Private Advisory, Private Bankers, GIO, Investment Solutions, etc.) to deliver integrated client solutions
- Identify gaps & opportunities through client feedback, market trends, and competitive analysis
- Partner with senior leadership to shape strategic priorities and inform decisionsParticipate in meetings with clients and prospects to present capabilities and advice
- Act as a subject matter expert on family office services
- Support advisors in deepening relationships with complex, multi‑generational families
- Lead initiatives to improve the end‑to‑end experience across digital tools, service, operations, and various solutions and product teams
- Identify and implement high‑impact enhancements that differentiate the platform
- Own discrete workstreams aligned to the Family Office strategy
- Drive end‑to‑end execution, including detailed tracking of KPIs, stakeholder coordination, and delivery of operational outputs
- Develop client‑ready materials, including pitchbooks, presentations, and analyses
- Contribute to industry‑leading thought leadership (e.g., Global Family Office Report)
- Conduct financial, market, and competitive analysis to inform strategic decisionsParticipate in high‑impact client events, roundtables, and market visits
- Required Qualifications, Capabilities and Skills 6+ years experience in private banking, wealth management, family office, or a related field; Series 7 and 63, 65, or 66 Familiarity with family office structures and complex client needs
- Experience working with or supporting advisors and/or ultra‑high‑net‑worth clients
- Proven ability to own projects end‑to‑end and deliver results in a fast‑paced environment
- Strong analytical and strategic thinking skills, including financial analysis and planning
- Excellent communication and presentation skills with senior audiences
- Advanced proficiency in PowerPoint, Excel, and modern productivity/AI tools
- Track record of improving client experience or platform offerings
- Ability to synthesize complex information into clear, actionable recommendations
- Strong organizational skills and ability to manage multiple stakeholders
- Bachelor's degree required (Master's or relevant certifications a plus)ABOUT US
Before you apply
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Your profile is current
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A number in mind
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Your notice period
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