Wealth Management - Global Head of Custody - Executive Director - New York City


: $217,650.00 - $217,650.00 /year *

Employment Type

: Full-Time


: Executive Management

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Wealth Management - Global Head of Custody - Executive Director - New York CityReq #: 190074434Location: New York, NY, USJob Category: Wealth ManagementJob Description:J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.Product and sales management professional for the global custody businesses within JPMorgan Wealth Management. The role requires partnering with JPM Integrated Team Members to provide market leading custody solutions that meet clients' needs. This role will work closely with the Core Operations, Deposit Sales, Business Management teams, our institutional Security Services business and other functional partners to drive revenue by growing sales of the JPMorgan Banking and Custody services. The position will also include involvement as owner and subject matter expert on key transformational projects.Responsibilities:* Work with Bankers, Investors, and Capital Advisors to identify, pitch and close custody transactions* Market and educate the Integrated Team Members on Custody capabilities at sales meetings, regional team meetings and product education sessions to lead sales strategy initiatives* Plan and execute strategy around the Custody business to develop product capabilities, client retention strategies, revenue growth, new business (RFPs) opportunities and overall profitability* Develop Custody pricing strategies and evaluate pricing opportunities with existing custody clients and prospects* Train, educate and work with Deposit Sales Managers on identifying and communicating product selling features and JPM competitive advantages* Understand the current marketplace and competition, and promote the JPMorgan brand, ensuring that we always exceed industry standards as a leader in the Custody solution set* Set sales strategies for the Private Bankers and integrated team to grow Custody flows and revenue* Track progress against defined metrics and set profitability indicators* Ensure business is managed in accordance with all internal requirements and external regulations* Work closely in partnership with technology and operations to set the strategic agenda for the custody product* Bachelors degree required, Masters degree or equivalent preferred* 10+ years experience product management and sales in Private Banking or a Wealth Advisory practice group* Knowledge of wealth management marketplace, related product areas and client base* Demonstrated sales success with a results oriented ability to aggressively drive revenue growth and increase product penetration* Strong oral and written and communication skills* Ability to analyze issues and make strategic decisions/recommendations* Well organized and comfortable in a fast-paced, demanding environment * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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