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Chase · 1 month ago

J.P. Morgan Wealth Management - Vice President, Business Development Consultant- Irvine and Los Angeles, CA

3 Park Plz, Irvine, CA, 92614, US

Full-time

Onsite

Mid, Senior Level

$95K/yr - $155K/yr

7+ years exp

Chase is a leading financial services firm, and they are seeking a Vice President, Business Development Consultant to drive innovation and growth within J.P. Morgan Wealth Management. This role focuses on executing strategic business initiatives, supporting the rollout of new products and services, and ensuring effective adoption across various teams.

BankingFinancial Services

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

Qualification

Business developmentFinancial products knowledgeProject managementStakeholder managementData analysisChange managementTrainingAnalytical skillsFacilitationCross-functional collaborationCommunication skills

Required

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