U.S. Private Bank - Private Business Advisory - Executive Director
2 days ago• San Francisco, CA
Los Angeles, CA
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 Private Bank.
The J.P. Morgan Private Advisory team is a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
Private Business Advisory (PBA), one of the nine pillars of J.P. Morgan Private Advisory, provides strategic, practical advice to business owners and their families regarding private business sales and transactions, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations.
As a Private Business Advisor, you will be responsible for generating new business as well as providing advice on issues affecting private business owners.
Job Responsibilities
- Provide thought leadership and expertise to business owner clients and internal partners
- Discuss transition options and the current market environment in group and one-on-one settings
- Evaluate and offer guidance on deal terms and structure; assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business
- Evaluate and review management succession plans and objectives
- Partner with our Wealth Advisors/Wealth Strategists to advise on pre- and post-transaction planning strategies and integrate within family wealth transfer plans
- Review and propose corporate governance structures
- Review corporate documents including operating and buy-sell agreements and suggest additional best practices
Required Qualifications, Capabilities, Skills
- Bachelor's degree
- Five plus years of relevant work experience in Mergers and Acquisitions or related fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management
- Ability to travel within assigned markets
Want more jobs like this?
Get jobs in San Francisco, CA delivered to your inbox every week.
Preferred Qualifications, Capabilities, Skills
- Advanced Degree or licensing preferred, ideally CFA, JD, CPA or MBA (or in-process)
- Solid analytical and quantitative skills (with knowledge of the mathematical principles underlying the financial valuation models used to develop recommendations for clients)
- Demonstrates a sense of urgency and comfortable multi-tasking
- Proactive, accountable and detail oriented work ethic with excellent organizational skills
ABOUT US
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
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.
Client-provided location(s): San Francisco, CA, Los Angeles, CA
Job ID: JPMorgan-210689636
Employment Type: FULL_TIME
Posted: 2025-11-27T19:05:45
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion