International Private Bank, Head of Advisory, Executive Director, London

At J.P. Morgans International Private Bank ENGAGE is the advisory platform designed to deliver consistent goals-based investment advice to clients. Built on fiduciary non-discretionary advisory principles ENGAGE provides a structured framework for portfolio construction monitoring and managementensuring every client receives personalized high-quality guidance aligned with their financial objectives. The platform combines robust investment methodology standardized advisory protocols and scalable technology to drive long-term investment flows and fee-based asset growth across markets with a focus on client outcomes.

Role Overview

The Head of the Advisory Desk is a senior leadership role responsible for building scaling and operating the infrastructure that powers the ENGAGE platform across IPB. Reporting to the IPB Head of Investments and Advice and partnering closely with Market Heads of Investments and the IPB Head of Planning & Personalization the candidate will architect the operational foundation that enables advisors to deliver exceptional consistent client outcomes across every market IPB serves. This role sits at the intersection of strategy operations and talent development. The candidate will design scalable service models establish governance and control frameworks recruit and develop high-performing teams and continuously elevate both the advisor and client experience. Success in this role directly advances the firms strategic priorities around increasing fee-based asset growth and deepening ENGAGE penetration across the 525MM client segment.

1. Operational model implementation & ongoing management

• Design and implement the Advisory Desk operating model including service tiers coverage models workflows escalation protocols and capacity planning ensuring alignment with fiduciary non-discretionary advisory standards and business KPIs.
• Partner with Market Heads of Investments to recruit and structure advisory desk teams across markets defining roles career paths and consistent ENGAGE service standards.
• Establish governance structures clarifying desk interactions with advisors market leadership product teams and control functions ensuring ENGAGE procedures are embedded in all processes.
• Build capacity models to optimize productivity and forecast resource needs supporting the delivery of the ENGAGE program across all relevant legal entities and jurisdictions.

2. Advisor Enablement

• Develop and deliver training programs to enable Advisory Specialists to fully leverage the ENGAGE infrastructure including onboarding portfolio construction and ongoing portfolio monitoring/management.
• Create and maintain standardized playbooks for client onboarding portfolio reviews rebalancing and mandate management ensuring adherence to ENGAGE protocols.

3. Stakeholder Management

• Partner with Market Heads of Investments to discuss pipelines identify opportunities and drive ENGAGE penetration across advisor books.
• Provide feedback for platform and process enhancements to the Engage Product team ensuring ENGAGE product and procedures remain effective and meet evolving needs.

4. Driving Consistent Client Outcomes

• Partner with the IPB Portfolio Strategy group to establish and scale model portfolios ensuring consistent goals-based advice in line with ENGAGE guidelines.
• Ensure IPB-wide consistency in ENGAGE delivery across markets with appropriate regional customization and adherence to regulatory requirements.
• Establish metrics and feedback loops to drive continuous improvement in client outcomes including systematic portfolio monitoring annual reviews and escalation practices for breaches.
• Enhance client experience by delivering portfolio-level advice and leveraging JPMorgans best ideas.
• Adapt desk offerings as the ENGAGE product evolves ensuring alignment with product enhancements and increased efficiency.

5. Risk Control & Compliance

• Ensure compliance with suitability fiduciary standards cross-border rules and order-taking procedures including OCC Reg 9 MIFID and LSFIN requirements.
• Leverage the Risk dashboard to monitor outliers breaches and ensure proactive issue resolution in line with ENGAGE Program guidelines.
• Implement monitoring systems to track errors emerging risks and ensure prompt escalation including enforcement and termination protocols as required by ENGAGE procedures.

6. Growth & performance management

• The candidate will own the reporting infrastructure including MIS and real-time dashboards that gives leadership full visibility into desk performance pipeline velocity business KPIs and individual advisor productivity.
• This candidate is directly accountable for accelerating the ramp-up of the desk setting clear performance benchmarks identifying execution gaps coaching teams to close them and deploying targeted strategies that drive measurable top-line growth.
• Fee-based asset KPIs are a central scoreboard for this role; the candidate will actively champion the conversion of client assets into ENGAGE hold the team accountable to asset transition targets to support the firms strategic objective of scaling fee-based revenue.
• Accountable for driving flows and new accounts together with MITL ensuring coordinated efforts to maximize asset growth and client acquisition.