BOSTON TRUST WALDEN COMPANY
J.P. Morgan Wealth Management - Vice President, Business Development Consultant
BOSTON TRUST WALDEN COMPANY, Cherry Hill, New Jersey, United States
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
Equal Opportunity Employer 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.
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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
Equal Opportunity Employer 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.
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