What are the responsibilities and job description for the Executive Director, Client Engagement - J.P. Morgan Private Client position at JPMorgan Chase?
Join JPMorganChase and shape the future of client engagement. As Executive Director, Client Engagement, you will set the vision and lead the strategy, innovation, and execution of initiatives that drive client retention, deepening, and acquisition. Partner with senior leaders and cross-functional teams to deliver scalable, insight-driven solutions that power business growth and outstanding client outcomes.
As an Executive Director, Client Engagement in JPMorgan Private Client, you will lead the strategy and delivery of initiatives that strengthen client engagement and focus on retention, deepening, and acquisition. You will drive business growth by lending actionable insights and accelerating innovation to improve end-to-end client outcomes.
Job responsibilities:
- Define the strategy and roadmap for centralized client insights and acquisition workflows; lead end-to-end execution.
- Drive innovation to anticipate client behavior and needs – develop predictive insights and enable the business to respond quickly and effectively.
- Align stakeholders and operating model by coordinating cross-functional and cross-business partnerships to improve client experience and business outcomes.
- Establish governance and decisioning to drive effective execution, clear accountability, and consistent adoption across stakeholders.
- Define success metrics and measurement to track impact, evaluate outcomes, and inform future enhancements.
- Drive change management and adoption by building engagement routines (e.g., office hours, forums) to support rollout and continuous improvement.
- Support strategic planning and leadership communications with regular updates on priorities, progress, risks, and results.
Required qualifications, capabilities, and skills:
- 7 years of experience in sales enablement, ideally within financial services.
- Experience leading cross-functional programs or initiatives in strategy, operations, or product.
- Strong stakeholder management skills and ability to deliver through influence in a matrixed environment.
- Structured, execution-oriented approach with attention to governance, controls, and risk management.
- Analytical mindset with the ability to translate insights into practical actions and scalable solutions.
- Strong written and verbal communication skills, including experience delivering executive-level updates.