JPMorgan Chase & Co.
J.P. Morgan - Vice President - Practice Management Consultant
JPMorgan Chase & Co., Baton Rouge, Louisiana, us, 70873
ThePractice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors andLeadership and be able to determine regional goals in partnership with a regional operating committee. The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities
Deliver key practice management concepts and tools to financial advisors and field leadership
Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
Lead advisors in a Goals-Based Approach to Investing
Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
Become a subject matter expert on the Practice Management tools, products and capabilities – specificallyWealth Plan (WP) and client relationship system
Build out useful advisor content and drive adoption of goals-based advice initiatives
Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills
5+ years broad business and sales experience in the wealth management industry
Proven leadership experience and ability to effectively partner with others
Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
Foundational knowledge in a goals-based approach to investing
Deep investment and product knowledge, and the ability to articulate complex investment ideas
Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
Exceptional written skills and strong executive communications experience
Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
Series 7, Series 66 required
Preferred qualifications, capabilities, and skills
CFPpreferred
previous Advisor experience preferred
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The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors andLeadership and be able to determine regional goals in partnership with a regional operating committee. The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities
Deliver key practice management concepts and tools to financial advisors and field leadership
Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
Lead advisors in a Goals-Based Approach to Investing
Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
Become a subject matter expert on the Practice Management tools, products and capabilities – specificallyWealth Plan (WP) and client relationship system
Build out useful advisor content and drive adoption of goals-based advice initiatives
Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills
5+ years broad business and sales experience in the wealth management industry
Proven leadership experience and ability to effectively partner with others
Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
Foundational knowledge in a goals-based approach to investing
Deep investment and product knowledge, and the ability to articulate complex investment ideas
Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
Exceptional written skills and strong executive communications experience
Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
Series 7, Series 66 required
Preferred qualifications, capabilities, and skills
CFPpreferred
previous Advisor experience preferred
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