47 Executive Leadership Roles jobs in California

Our client is seeking a visionary Senior Product Management Executive to spearhead the development and strategic direction of their flagship product suite. This leadership role will be instrumental in shaping the future of our offerings, driving innovation, and ensuring market competitiveness. You will be responsible for defining product strategy, roadmaps, and feature prioritization based on market research, customer feedback, and business objectives. This hybrid position offers a blend of in-office collaboration and remote flexibility, allowing for optimal productivity and engagement within the vibrant tech landscape of Sacramento, California . The ideal candidate will have a proven track record of successfully launching and scaling complex software products, demonstrating a deep understanding of product lifecycle management, agile methodologies, and market analysis. You will lead a team of talented product managers, fostering a collaborative and high-performance environment. Key responsibilities include conducting in-depth market analysis, identifying emerging trends, and translating them into actionable product strategies. You will work closely with engineering, marketing, sales, and customer success teams to ensure alignment and successful execution of the product roadmap. This role requires exceptional leadership, strategic thinking, and communication skills. The ability to influence stakeholders across all levels of the organization and build strong cross-functional relationships is crucial. You will be a champion for the customer, ensuring their needs and pain points are at the forefront of product development. A passion for technology and a commitment to delivering innovative solutions that drive business value are essential. We are looking for a dynamic individual who thrives in a fast-paced environment and has a strong business acumen. If you are ready to take on a leadership role that offers significant impact and growth opportunities, we encourage you to apply.

Responsibilities:

• Develop and articulate a clear product vision and strategy.
• Define and manage product roadmaps, prioritizing features based on strategic value and market demand.
• Lead and mentor a team of product managers, fostering their professional growth.
• Conduct market research, competitive analysis, and customer segmentation to identify new opportunities.
• Collaborate closely with engineering teams to ensure timely and high-quality product delivery.
• Work with marketing and sales to develop go-to-market strategies and ensure successful product launches.
• Define and track key product metrics, using data to inform decisions and iterate on product strategy.
• Serve as a subject matter expert for the product line, both internally and externally.
• Build and maintain strong relationships with key stakeholders, including executive leadership, engineering leads, and sales teams.

Qualifications:

• Bachelor's degree in Business, Computer Science, Engineering, or a related field; MBA is a plus.
• 10+ years of experience in product management, with at least 5 years in a leadership role.
• Demonstrated success in defining and launching complex software products.
• Strong understanding of agile development methodologies and product lifecycle management.
• Excellent analytical, strategic thinking, and problem-solving skills.
• Exceptional communication, presentation, and interpersonal skills.
• Proven ability to lead and inspire cross-functional teams.
• Experience in the tech industry is highly preferred.

The _Enterprise Account Executive_ for _Sine_ is responsible for spearheading all aspects of engagement with both our existing and prospective Enterprise customers. This role _entails building strong relationships with our customers, understanding their business needs, and offering them our company's appropriate products or solutions. The ideal candidate will craft sales and growth strategies for key Enterprise customers that align with our business objectives._ They will identify sales opportunities, build credibility with clients, and harness their comprehensive product knowledge to emphasize the value proposition of our offerings.
This is a REMOTE role-with the ideal candidate residing in California, Nevada or Arizona
Key responsibilities
+ **Identify Opportunities:** Recognize and pinpoint sales opportunities within existing and potential accounts.
+ **Negotiate and Close:** Successfully negotiate terms, conditions, and close deals that benefit both the client and our organization.
+ **Articulate and Deliver Value Proposition:** Clearly communicate the value of our products or solutions through self-driven online and in person demos, tailored to the customer's needs.
+ **Manage Momentum Through the Sales Cycle:** Efficiently guide the customer through the sales process, ensuring they remain engaged and committed.
+ **Establish Rapport with Customers:** Build and nurture relationships with clients, ensuring their satisfaction and loyalty to our brand.
+ **Manage and Plan Accounts:** Strategically manage and plan accounts to achieve sales goals and maintain a strong relationship with customers.
+ **Travel Required:** Up to 50% across North America
Must haves:
+ 5+ years in a quota-carrying capacity with Enterprise experience (1000+ employee organizations), leading a full sales cycle (including hunting new business and territory/account planning).
+ Highly effective communication skills, with the ability to build rapport, nurture relationships (mid-level & c-suite), and hold strong presentation skills.
+ A proven ability to exceed sales targets using a sales methodology, and can articulate how you have ensured your own success
+ Ability to work independently with a self-motivated, entrepreneurial spirit
+ B2B SaaS Software experience or Access Control
The salary range for this position is ($ ). The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
This role is INCENTIVE eligible
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. posted: October 21, 2025
"In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell"
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

The _Enterprise Account Executive_ for _Sine_ is responsible for spearheading all aspects of engagement with both our existing and prospective Enterprise customers. This role _entails building strong relationships with our customers, understanding their business needs, and offering them our company's appropriate products or solutions. The ideal candidate will craft sales and growth strategies for key Enterprise customers that align with our business objectives._ They will identify sales opportunities, build credibility with clients, and harness their comprehensive product knowledge to emphasize the value proposition of our offerings.
This is a REMOTE role-with the ideal candidate residing in California, Nevada or Arizona
Key responsibilities
+ **Identify Opportunities:** Recognize and pinpoint sales opportunities within existing and potential accounts.
+ **Negotiate and Close:** Successfully negotiate terms, conditions, and close deals that benefit both the client and our organization.
+ **Articulate and Deliver Value Proposition:** Clearly communicate the value of our products or solutions through self-driven online and in person demos, tailored to the customer's needs.
+ **Manage Momentum Through the Sales Cycle:** Efficiently guide the customer through the sales process, ensuring they remain engaged and committed.
+ **Establish Rapport with Customers:** Build and nurture relationships with clients, ensuring their satisfaction and loyalty to our brand.
+ **Manage and Plan Accounts:** Strategically manage and plan accounts to achieve sales goals and maintain a strong relationship with customers.
+ **Travel Required:** Up to 50% across North America
Must haves:
+ 5+ years in a quota-carrying capacity with Enterprise experience (1000+ employee organizations), leading a full sales cycle (including hunting new business and territory/account planning).
+ Highly effective communication skills, with the ability to build rapport, nurture relationships (mid-level & c-suite), and hold strong presentation skills.
+ A proven ability to exceed sales targets using a sales methodology, and can articulate how you have ensured your own success
+ Ability to work independently with a self-motivated, entrepreneurial spirit
+ B2B SaaS Software experience or Access Control
The salary range for this position is ($ ). The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
This role is INCENTIVE eligible
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. posted: October 21, 2025
"In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell"
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
**Job Responsibilities:**
+ Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
+ Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
+ Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
+ Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
+ Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
+ Work with Advisors to develop business opportunities with new and existing clients.
+ Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
+ Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
+ Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
+ Travel to local and out of state branches, as needed.
**Required qualifications, capabilities, and skills:**
+ 4-year college degree and either J.D, LLB, CPA or CFP
+ 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
+ Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
+ Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
+ Ability to drive business results with broad background in trust and estate planning issues.
+ A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
+ Strong presentation skills in one-on-one and group meetings
+ Experience and ability in understanding clients' financial situations and personal circumstances
+ Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
+ Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
**Preferred qualifications, capabilities, and skills:**
+ Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
+ Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
+ 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
+ Experience with financial planning software a plus
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $204,000.00 - $285,000.00 / year

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
• Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
• Travel to local and out of state branches, as needed.

Required qualifications, capabilities, and skills:

• 4-year college degree and either J.D, LLB, CPA or CFP
• 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
• Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
• Strong presentation skills in one-on-one and group meetings
• Experience and ability in understanding clients' financial situations and personal circumstances
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
• Experience with financial planning software a plus

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
San Francisco,CA $204,000.00 - $285,000.00 / year

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
• Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
• Travel to local and out of state branches, as needed.

Required qualifications, capabilities, and skills:

• 4-year college degree and either J.D, LLB, CPA or CFP
• 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
• Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
• Strong presentation skills in one-on-one and group meetings
• Experience and ability in understanding clients' financial situations and personal circumstances
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
• Experience with financial planning software a plus

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
San Francisco,CA $204,000.00 - $285,000.00 / year

The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources:

• Bank-referred opportunities
• Your own business development efforts
• Existing wealth clients

When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.

The team that works with our clients generally consists of:

• The banker that manages the overall bank relationship with the client
• The Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients
• Wealth Manager that acts as the day-to-day manager of the client's investment assets
• A Financial Planner for certain clients
• An Insurance Specialist for certain clients
• A Trust Officer in instances where we deliver trust services to the client

Job Responsibilities

• Collaborate with bankers to identify and prioritize prospects for private wealth management services.
• Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
• Deliver initial wealth management counsel to prospects based on their specific situation.
• Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs.
• Effectively advance opportunities presented to you through a focused sales process.
• Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships.
• Keep abreast of trends and strategies in wealth management.
• Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
• Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients' complex needs, and help uncover and consolidate clients' external assets.

Required qualifications, capabilities, and skills

• College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
• Proven ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent communication and presentation skills, both written and verbal.
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Preferred qualifications, capabilities, and skills

• An advanced degree such as an MBA or equivalent.
• CFP or CFA designation.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
La Jolla,CA $170,000.00 - $60,000.00 / year; Irvine,CA 170,000.00 - 260,000.00 / year

The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources:

• Bank-referred opportunities
• Your own business development efforts
• Existing wealth clients

When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.

The team that works with our clients generally consists of:

• the banker that manages the overall bank relationship with the client

• the Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients

• a Wealth Manager that acts as the day-to-day manager of the client's investment assets

• a Financial Planner for certain clients

• an Insurance Specialist for certain clients

• a Trust Officer in instances where we deliver trust services to the client

Job Responsibilities

• Collaborate with bankers to identify and prioritize prospects for private wealth management services.
• Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
• Deliver initial wealth management counsel to prospects based on their specific situation.
• Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs.
• Effectively advance opportunities presented to you through a focused sales process.
• Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships.
• Keep abreast of trends and strategies in wealth management.
• Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
• Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients' complex needs, and help uncover and consolidate clients' external assets.

Required qualifications, capabilities, and skills

• College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
• Proven ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent communication and presentation skills, both written and verbal.
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Preferred qualifications, capabilities, and skills

• An advanced degree such as an MBA or equivalent.
• CFP or CFA designation.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
San Francisco,CA $170,000.00 - $260,000.00 / year

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands-on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities-based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market.
**Job Responsibilities**
+ Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions.
+ Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions.
+ Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintain strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team.
+ Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high-impact initiatives and transactions.
+ Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients.
+ Oversee and manage the end-to-end lending pipeline, ensuring efficient deal flow, high-quality execution and timely closing of transactions.
+ Serve as a subject matter expert in securities-based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes.
+ Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division.
+ Build, mentor, and develop a high-performing lending team, fostering a culture of accountability, collaboration, and continuous learning.
+ Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities-based lending, custom lending and mortgage products.
+ Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products.
**Required qualifications, capabilities, and skills**
+ 10+ years of experience in financial services, with a focus on lending solutions within wealth management.
+ Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment.
+ Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.
+ Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders.
+ Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results.
+ Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment.
+ SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment.
+ Willingness to travel as needed to support market activities and business development efforts.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Los Angeles,CA $70,000.00 - 350,000.00 / year; San Francisco,CA 170,000.00 - 350,000.00 / year