About this role
JPMorgan Private Client Relationship Manager – Boston, MA at JPMC Candidate Experience page. Location: Boston, Massachusetts, United States. Role: building relationships, advising clients, developing pipeline Requirements: 10+ years in financial services with affluent/complex relationship management; entrepreneurial prospecting; established HNW referral network; ability to solve complex financial needs; SIE, Series 7 and Series 66 (or 63 and 65) required; NMLS registration required. Category: Business Development Seniority: Senior Level Certifications: sie, series 7, series 66, series 63, series 65, nmls Commitment: Full Time Workplace: Onsite Languages: English