JPMorganChase · 6 hours ago
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Irvine, CA
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $155K/yr
7+ years expJPMorganChase 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. The role involves executing strategic business initiatives and ensuring the successful rollout of new products and services across the organization.
Asset ManagementBankingFinancial 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
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
Preferred
Executive presentation and communication skills
Change management
Cross-functional collaboration
Data analysis and reporting
Training and facilitation
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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