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.

Job summary:

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

ABOUT US




ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.