Customer Success Director Jobs at JPMorganChase with Visa Sponsorship
Customer Success Director roles at JPMorganChase sit at the intersection of enterprise client relationships and financial services operations. JPMorganChase has a consistent track record of sponsoring work visas for qualified candidates in this function, making it a realistic target if you need employer sponsorship.
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Get Access To All JobsJOB DESCRIPTION
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
As part of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team.
Job Responsibilities:
Client Engagement:
- As the borrower’s main point of contact, you will be responsible for introducing the Professional Loan Program during Firm Kick-Off calls and collaborating with the Borrower Specialist team to ensure smooth application and loan booking process
- Acts as the primary relationship manager regarding the application, operations and overall client and borrower experience regarding the PLP Program
- Partner with Lending Specialist to understand overall Firm structure, and program specific considerations
- Responsible for hosting ongoing calls with Firms to discuss program structure, application process, operations and introduce other key contacts
- Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed
Partnership with Borrower Specialist:
- Partners with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are effectively managed
- Informing PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes)
- Help in the implementation of a successful program launch and origination
Business Development:
- Identifying other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending and other banking services
- Understand bank-wide offerings to be speak to products and services offered throughout the PB
- Aids in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships
Required Qualifications, Capabilities and Skills:
- 10 years of experience in Wealth Management or Banking preferred
- Bachelor’s Degree
- Demonstrated ability for sales and client relationship management
- Strong communication, decision-making and interpersonal skills
- Excellent organizational and time-management skills and attention to detail
- Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
- Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF
About us
JPMorganChase, 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 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
JOB DESCRIPTION
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
As part of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team.
Job Responsibilities:
Client Engagement:
- As the borrower’s main point of contact, you will be responsible for introducing the Professional Loan Program during Firm Kick-Off calls and collaborating with the Borrower Specialist team to ensure smooth application and loan booking process
- Acts as the primary relationship manager regarding the application, operations and overall client and borrower experience regarding the PLP Program
- Partner with Lending Specialist to understand overall Firm structure, and program specific considerations
- Responsible for hosting ongoing calls with Firms to discuss program structure, application process, operations and introduce other key contacts
- Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed
Partnership with Borrower Specialist:
- Partners with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are effectively managed
- Informing PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes)
- Help in the implementation of a successful program launch and origination
Business Development:
- Identifying other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending and other banking services
- Understand bank-wide offerings to be speak to products and services offered throughout the PB
- Aids in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships
Required Qualifications, Capabilities and Skills:
- 10 years of experience in Wealth Management or Banking preferred
- Bachelor’s Degree
- Demonstrated ability for sales and client relationship management
- Strong communication, decision-making and interpersonal skills
- Excellent organizational and time-management skills and attention to detail
- Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
- Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF
About us
JPMorganChase, 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 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See all 36+ Customer Success Director at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Director at JPMorganChase roles.
Get Access To All JobsTips for Finding Customer Success Director Jobs at JPMorganChase Jobs
Frame your credentials around financial services client outcomes
JPMorganChase evaluates Customer Success Directors on revenue retention, portfolio growth, and enterprise relationship management within regulated industries. Quantify client outcomes in your resume using metrics that translate directly to financial services, not generic SaaS benchmarks.
Target roles within JPMorganChase's commercial and institutional divisions
Customer Success Director openings at JPMorganChase are concentrated in Commercial Banking and Asset and Wealth Management. Filtering by these business lines surfaces roles with dedicated hiring pipelines and stronger precedent for visa sponsorship at the director level.
Use Migrate Mate to surface open Customer Success Director positions
Roles at JPMorganChase that explicitly support visa sponsorship don't always advertise it upfront. Use Migrate Mate to browse verified sponsorship-eligible Customer Success Director openings at JPMorganChase before applying through their careers portal.
Raise visa status early in recruiter conversations
JPMorganChase's legal and HR infrastructure handles high-volume sponsorship filings, so recruiters are experienced with the process. Disclosing your visa requirement in the first recruiter screen, not after an offer, prevents late-stage complications and gives their immigration team lead time.
Understand how JPMorganChase structures the LCA filing for your role
For H-1B and E-3 sponsorships, JPMorganChase must file a Labor Condition Application with the DOL before USCIS can adjudicate your petition. The LCA locks in your prevailing wage level, so confirm your offered title and location align with the role you interviewed for.
Prepare for a longer hiring cycle at the director level
Director-level roles at JPMorganChase typically involve multiple interview rounds across business, compliance, and HR stakeholders. Factor in four to eight weeks between offer and start date if sponsorship paperwork runs concurrently, particularly for H-1B transfers or E-3 applications requiring consular processing.
Customer Success Director at JPMorganChase jobs are hiring across the US. Find yours.
Find Customer Success Director at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Customer Success Directors?
Yes, JPMorganChase sponsors H-1B visas for Customer Success Directors. The company has an established immigration program that handles sponsorship across business lines including Commercial Banking and Asset and Wealth Management. H-1B sponsorship at the director level typically requires demonstrating that the role qualifies as a specialty occupation, which Customer Success Director positions generally satisfy given their requirement for specialized financial services expertise.
Which visa types does JPMorganChase commonly use for Customer Success Director roles?
JPMorganChase sponsors H-1B, H-1B1, and E-3 visas for Customer Success Director roles, along with employment-based Green Card pathways including EB-2 and EB-3. H-1B is the most common path for candidates from most countries. Australian citizens can use the E-3, which has no lottery and is processed faster. H-1B1 applies to Chilean and Singaporean nationals.
What qualifications does JPMorganChase expect for Customer Success Director candidates?
JPMorganChase typically looks for candidates with substantial enterprise client management experience, ideally within financial services, fintech, or adjacent regulated industries. Director-level roles generally require demonstrated ownership of large client portfolios, cross-functional stakeholder management, and familiarity with compliance considerations relevant to banking. An advanced degree in business, finance, or a related field strengthens an application, particularly for visa sponsorship purposes.
How do I apply for Customer Success Director jobs at JPMorganChase?
Start by browsing verified sponsorship-eligible Customer Success Director roles at JPMorganChase on Migrate Mate, which surfaces positions where visa sponsorship is supported. From there, apply directly through JPMorganChase's careers portal. Tailor your application to the specific business line, disclose your visa requirement to the recruiter in the first conversation, and expect a multi-round interview process before an offer is extended.
How long does the visa sponsorship process take for a Customer Success Director at JPMorganChase?
Timeline depends on the visa type. E-3 and H-1B1 applications processed through a U.S. consulate can move in two to four weeks once JPMorganChase files the Labor Condition Application with the DOL. H-1B transfers for candidates already in the U.S. on H-1B status can begin on the filing receipt date. PERM-based Green Card sponsorship, if pursued, typically adds one to three years depending on your country of birth.
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