U.S. Private Bank - Investment Specialist - Executive Director
Content + Source + Freshness • 17 Dec 2025 • 95% confidence
Offer value
High perceived value due to exceptional compensation, senior-level responsibility, and the opportunity to influence substantial client investments.
- Salary range: $225,000–$350,000 reflecting high demand.
- Responsibility for high-stakes investments.
- Opportunity to lead and mentor within a competitive environment.
Pros
- High salary range ($225,000–$350,000) indicating premium positioning.
- Direct impact on high-net-worth individuals' investment strategies.
- Chance to mentor junior staff.
Cons
- Requires extensive experience and licenses.
- High-pressure environment demanding strong sales capabilities.
- Limited work-life balance due to high expectations.
Who it's for
Executive • In-office.
Good fit
- Experienced investment professionals seeking leadership roles.
- Wealth management specialists passionate about client success.
- Finance professionals desiring strategic influence.
Not recommended for
- New entrants to the financial services sector.
- Candidates uncomfortable with high-pressure sales.
- Individuals preferring work with less client interaction.
Motivation fit
Key skills
About the job
U.S. Private Bank - Investment Specialist - Executive Director
Job Information
- Job Identification 210675101
- Job Category Investors
- Business Unit Asset & Wealth Management
- Posting Date 10/08/2025, 02:02 AM
- Locations 100 W Putnam Ave, Greenwich, CT, 06830, US
- Job Schedule Full time
- Job Shift Day
- Base Pay/Salary Greenwich,CT $225,000.00-$350,000.00
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
- Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
- Develop investment policy statements and advise on asset allocation
- Closes sales of complex investment products
- Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
- Build excellent working relationships with internal clients
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
- Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Seven plus years of experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
- MBA or CFA preferred
- Prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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