JPMorganChase
J.P. Morgan Wealth Management - Vice President, Business Development Consultant
JPMorganChase, Columbus, Ohio, United States, 43224
J.P. Morgan Wealth Management - Vice President, Business Development Consultant
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
Job Responsibilities
Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
Manage timelines and deliverables for field execution.
Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management, and business development supporting an Advisor’s practice.
Monitor progress, identify risks, and resolve issues that arise during implementation.
Collect and analyze feedback from field teams and clients to inform continuous improvement.
Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required Qualifications, Skills, and Capabilities
Bachelor’s degree in Business, Finance, or related field.
7+ years of experience in business development, project management, sales management or implementation roles within financial services.
Proven track record of managing complex projects and cross-functional teams.
Strong organizational, analytical, and problem-solving skills.
Excellent communication, presentation, and stakeholder management abilities.
Knowledge of financial products, services, and regulatory requirements.
Experience in coaching Advisors or a sales team.
Travel required 50% of the time.
Required Licensing
A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment.
If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam.
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.
Skills
Executive presentation and communication skills.
Change management.
Cross‑functional collaboration.
Data analysis and reporting.
Training and facilitation.
Investment And Insurance Products Disclaimer
NOT FDIC INSURED.
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES.
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us 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 offer a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Additional benefits include comprehensive health care, onsite health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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. We do not discriminate on the basis of any protected attribute.
Equal Opportunity Employer / Disability / Veterans.
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Job Responsibilities
Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
Manage timelines and deliverables for field execution.
Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management, and business development supporting an Advisor’s practice.
Monitor progress, identify risks, and resolve issues that arise during implementation.
Collect and analyze feedback from field teams and clients to inform continuous improvement.
Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required Qualifications, Skills, and Capabilities
Bachelor’s degree in Business, Finance, or related field.
7+ years of experience in business development, project management, sales management or implementation roles within financial services.
Proven track record of managing complex projects and cross-functional teams.
Strong organizational, analytical, and problem-solving skills.
Excellent communication, presentation, and stakeholder management abilities.
Knowledge of financial products, services, and regulatory requirements.
Experience in coaching Advisors or a sales team.
Travel required 50% of the time.
Required Licensing
A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment.
If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam.
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.
Skills
Executive presentation and communication skills.
Change management.
Cross‑functional collaboration.
Data analysis and reporting.
Training and facilitation.
Investment And Insurance Products Disclaimer
NOT FDIC INSURED.
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES.
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us 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 offer a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Additional benefits include comprehensive health care, onsite health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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. We do not discriminate on the basis of any protected attribute.
Equal Opportunity Employer / Disability / Veterans.
#J-18808-Ljbffr