1

Private Client Associate Jobs in Delaware (NOW HIRING)

... private equity firms hedge funds and asset managers across multiple jurisdictions. This role is ideal for a seasoned funds attorney who values direct client engagement complex transactional work and ...

Tax Manager, Alternative Investments

Wilmington, DE · On-site

$107K - $141K/yr

... our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax ... Applies understanding of client's unique set of circumstances, documentation, and/or other ...

... our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax ... Applies understanding of client's unique set of circumstances, documentation, and/or other ...

next page

Showing results 1-20

Private Client Associate information

See Delaware salary details

$27.2K

$48.9K

$89.2K

How much do private client associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for private client associate in Delaware is $48,922.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,810.00 and $61,985.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Delaware? For Private Client Associate jobs in Delaware, the most frequently searched job titles are:
What cities in Delaware are hiring for Private Client Associate jobs? Cities in Delaware with the most Private Client Associate job openings:
Infographic showing various Private Client Associate job openings in Delaware as of July 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $48,922 per year, or $23.5 per hour.
Chase Auto Private Label Captive Finance - Business Management

Chase Auto Private Label Captive Finance - Business Management

JP Morgan Chase

Wilmington, DE

Full-time

Medical, Retirement

Re-posted 10 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks


Job description

Join Chase Auto Finance as an Executive Director within the Private Label Captive Finance (PLCF) team, leading Finance Business Management for a growing auto loan and lease portfolio. In this leadership role, you will manage a team of finance professionals and own PLCF's management reporting, forecasting and budgeting, and portfolio performance and profitability insights.

As an Executive Director within the Private Label Captive Finance (PLCF) team in Chase Auto Finance, you will partner closely with the PLCF President and four General Managers to deliver data-driven decision support that accelerates growth, improves performance transparency, and produces timely, executive-ready reporting and analysis across portfolio and program economics-including revenue, FTP/funding, credit losses, operating expense, and lease residual performance.

Job Responsibilities:

  • Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture.
  • Own the PLCF management reporting (monthly/quarterly), including preparation of executive packages and presentations that clearly communicate performance, key drivers, risks, and actions.
  • Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business plans), including monthly earnings estimates, variance explanations, and narrative for senior leadership.
  • Own/partner on portfolio and program-level P&L performance including revenue/yield and fees, FTP/funding, credit losses/provisions, OPEX, and partner/program mix; deliver driver-based insights and recommendations.
  • Lead strategic initiatives to optimize portfolio performance and risk-adjusted profitability; translate analysis into actionable recommendations for senior leadership.
  • Drive advanced analytics and modeling: build and maintain templates, models, and schedules for forecast/budget submissions and management reporting; develop business cases and financial projections for new initiatives (including potential technology investments), with scenarios and sensitivities.
  • Partner on credit and loss analytics with Risk/Underwriting (e.g., delinquency and loss trends, vintage/cohort performance, policy and pricing impacts) and ensure appropriate incorporation into forecasts and profitability analysis.
  • Partner on lease/residual economics analytics (e.g., residual value performance vs assumptions, depreciation/residual methodology impacts, remarketing outcomes where applicable) with Head of residual Value Risk and incorporate results into planning, reporting, and decision support.
  • Ensure data integrity and controls by validating inputs and outputs (including FTP, loss, residual, and expense line items), ensuring policy adherence, and driving continuous improvement in reporting processes and data quality.
  • Maintain and evolve performance metrics and datasets used to analyze volume, portfolio metrics, operating costs, and overall performance; track and report financial and non-financial KPIs.
  • Serve as a key liaison across stakeholders, partnering with internal teams (business, risk, sales, underwriting, product, etc.) and engaging manufacturer/OEM stakeholders as needed to align on performance insights and requirements.

Required qualifications, skills, and capabilities: 

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 10+ years of experience in finance/business management, including forecasting, reporting, and strategic analytics.
  • Proven experience in strategy development, portfolio analytics, and risk management.
  • Demonstrated people leadership experience managing and developing high-performing teams and delivering across complex timelines.
  • Excellent analytical and financial modeling skills.
  • Strong communication and influencing skills; ability to communicate concisely (verbal and written) with senior stakeholders.
  • Demonstrated ability to produce senior management and (as applicable) client-facing presentations.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Advanced skills in Microsoft Excel and PowerPoint; proficiency with relevant finance tools/systems and data manipulation/visualization (e.g., Essbase, SAS, SQL, Alteryx, Databricks, Tableau, or similar).

Preferred qualifications, skills, and capabilities: 

  • MBA or advanced degree.
  • Auto finance and/or consumer lending experience, including loan/lease portfolio analytics.
  • Experience working with lease residual economics in a partnership-based or captive/private label environment.

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).


 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom