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Chase · 2 months ago

J.P. Morgan Wealth Management – Executive Director, Business Development Consultant Manager

277 Park Ave, New York, NY, 10172, US

Full-time

Onsite

Senior Level, Lead/Staff

$147K/yr - $250K/yr

10+ years exp

Chase is a prominent financial services firm, and they are seeking a Business Development Consultant Manager to lead a team responsible for the rollout and adoption of new products and services within the Wealth Management organization. This role involves strategic planning, team leadership, and ensuring the successful implementation of business development initiatives.

BankingFinancial Services

Responsibilities

Lead, coach, and develop a team of 14 Implementation Specialists, fostering a culture of collaboration, accountability, and excellence

Oversee the planning and execution of various business development rollout activities, ensuring alignment with the national strategies and business priorities

Set clear goals, monitor team performance, and provide regular feedback to drive results

Partner with senior leaders, product, sales, and operations teams to coordinate implementation efforts and resolve escalated issues

Analyze adoption metrics, field feedback, and business outcomes to identify opportunities for process improvement and enhanced advisor/client experience

Ensure consistent delivery of training, support, and best practices across all markets

Prepare and present regular updates to senior stakeholders on progress, risks, and impact

Travel required 50% of the time

Qualification

Business developmentTeam leadershipProject managementFinancial products knowledgeExecutive communicationAnalytical skillsChange managementTraining oversightData-driven decision makingProblem-solving skills

Required

Bachelor's degree in Business, Finance, or related field; advanced degree preferred

10+ years of experience in business development, sales management, project management, or implementation leadership within financial services

Proven experience leading high-performing teams and managing large-scale, cross-functional initiatives

Exceptional organizational, analytical, and problem-solving skills

Strong executive communication, presentation, and stakeholder management abilities

Deep understanding of financial products, services, and regulatory requirements

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

Team leadership and coaching

Strategic planning and execution

Change management

Data-driven decision making

Executive-level communication and reporting

Training program oversight