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© All Rights Reserved. ApplyBlast.com
JPMC
This role focuses on developing and managing long-term client relationships within the wealth management sector, delivering tailored investment solutions and strategic market insights. The position requires serving as a trusted advisor to clients while collaborating with internal teams to ensure compliance and drive business growth. Key duties include portfolio monitoring, client onboarding, and expanding the client base through networking and cross-selling.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role