Job Description

The Client Skills Training team role shapes how Private Bank Advisors and Analysts are developed to deliver a first‑class client experience in J.P. Morgan’s U.S. Private Bank. Our clients are extraordinary, and so are our Advisors. If you have an entrepreneurial mindset, find your greatest satisfaction in helping others, and constantly challenge yourself, this role is for you. Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm.

As a Client Skills Training - Design & Facilitation Specialist on the Private Bank Client Skills Training team will be working closely with senior leaders across the Private Bank. You will design and deliver high‑impact learning experiences that translate business strategy into real client behaviors, improving advisor effectiveness and confidence, and shaping how elite Advisors grow their businesses.

Key responsibilities:

• Design and deliver Client Skills Programs that directly support Private Bank Advisor and Analyst effectiveness in real client situations
• Translate business priorities into practical learning experiences, tools, and frameworks used in the field
• Facilitate high-energy, high-credibility sessions for Analysts, Advisors, and senior stakeholders
• Partner with Private Bank leadership, Business Management, and HR to identify skills gaps and design solutions that move performance
• Own programs end-to-end from concept and design through facilitation, iteration, and impact assessment.
• Continuously refine content based on feedback, outcomes, and evolving business needs.

Required qualifications, capabilities and skills:

• 4+ years of experience in learning design, facilitation, coaching, consulting, or a related field
• Bachelor’s Degree required
• Strong facilitation presence and executive-level communication skills
• Experience in financial services, ideally wealth management/private banking, or a performance-driven front-office environment

Preferred qualifications, capabilities, and skills:

• Demonstrated ability to design practical, behavior-changing learning experiences.
• Experience working with and advising senior business leaders
• Proactive, takes initiative, and uses critical thinking to solve problems
• Strong team player who collaborates effectively

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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