Wealth Management - Private Bank - Advice Lab - Private Business Advisory (PBA) Advisor - Vice President - Columbus, OH

The Advice Lab is an integral part of wealth management at J.P. Morgan Private Bank and is dedicated to providing clients and prospects across the wealth spectrum with differentiated advice to help them navigate their financial lives. Private Business Advisory, one of the ten pillars of the Advice Lab, provides strategic, practical advice to private business owners and their families regarding business transitions, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations.

Role Overview - Private Business Advisory (PBA) Advisor
The Vice President position, based in Columbus, will be primarily responsible for generating new business, with a focus on Midwest prospects and clients, as well as providing strategic advice on issues affecting private business owners. Additionally, they will be required to:

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  Provide thought leadership and expertise to clients and internal partners on topics such as:
  • Discuss transition options and the current market environment
  • Management succession plans
  • corporate governance structure
  • Deal terms and structure
  • Corporate governance structures
  • Best practices related to corporate documents including operating and buy-sell agreements
• Advise on pre and post-transaction planning strategies and integrate within family wealth transfer plan
• Assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business

Essential Skills & Experience:

• Bachelor's Degree required
• Advanced Degree or licensing preferred, ideally MBA, CFA or JD
• 5+ years' work experience in Legal, Investment Banking, Valuation or Asset Management
• Ability to convey subject-matter expertise and credibility in front of Wealth Management salesforce and clients/prospect
• Superb analytical and quantitative skills (with a solid grasp of the mathematical principles underlying the financial valuation models used to develop recommendations for clients)
• A strong self-motivator who can work both independently and within a team environment
• Demonstrates a sense of urgency and comfortable multi-tasking
• Proactive, accountable and detail oriented work ethic
• Excellent organizational skills, diligent with tracking and reporting
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
• Strong communication skills both written and oral
• Strong working knowledge of Microsoft Office suite
• Ability to travel, approximately 30% of work week

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm's vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.

Equal Opportunity Employer/Disability/Veterans