JPMorganChase
J.P. Morgan Wealth Management - Vice President, Business Development Consultant
JPMorganChase, Cupertino, California, United States, 95014
J.P. Morgan Wealth Management – Vice President, Business Development Consultant – Cupertino, CA
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.
Base Pay Range $99,750.00/yr – $165,000.00/yr
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 must 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), 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/Disability/Veterans We’re an equal opportunity employer and place a high value on diversity and inclusion. 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.
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Base Pay Range $99,750.00/yr – $165,000.00/yr
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 must 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), 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/Disability/Veterans We’re an equal opportunity employer and place a high value on diversity and inclusion. 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.
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