J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Bellevue, WA

JPMorganChase • Bellevue, WA

1d

About The Position

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. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.

Requirements

• 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
• 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
• Executive presentation and communication skills
• Change management
• Cross-functional collaboration
• Data analysis and reporting
• Training and facilitation

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees