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Chase · 3 weeks ago

JP Morgan Wealth Management- Practice Management Consultant - Chicago/Plano/Jersey City

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Mid, Senior Level

$109K/yr - $172K/yr

6+ years exp

Chase is a leading financial institution, and they are seeking a Practice Management Consultant for their JP Morgan Wealth Management team. This role involves coaching and consulting experienced financial advisors to enhance their business practices and client engagement strategies.

BankingFinancial Services

Responsibilities

Deliver foundational practice management concepts and tools to financial advisors and field leadership via one-on-one, small group and large workshop settings

Provide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued, long-term growth

Serve as a subject matter expert in leadership, business management, business development, financial planning, investments, relationship management and service skills

Drive firm strategies and business development campaigns in the field

Partner with home office and other field specialists as appropriate to assist advisors with significant client opportunities or situations

Create strategic partnerships with divisional, regional and market leadership to identify focus areas of opportunity and drive the adoption of initiatives to achieve business goals

Deliver effective communications to the field and various partners to drive awareness of new practice management initiatives and system updates

Build training content including instructor-led training (ILT) decks, quick tips and recorded videos

This role expects up to 25% travel, often requiring overnight stays

Qualification

Business developmentSales experienceGoals-based financial planningLeadership experienceSalesforce CRMClient engagement strategiesInvestment knowledgePresentation skillsTeaming relationshipsMarketingClient-reporting toolsBook segmentationAlternative investmentsDollar-cost averagingFinancial planning designationsWritten communication

Required

6+ years of experience in business development and sales experience in the wealth management industry

Proficiency in goals-based financial planning tools and delivery, Salesforce CRM, LinkedIn, business development, marketing, book segmentation, client engagement strategies, client-reporting tools and advisor teaming relationships

Ability to effectively coach and educate advisors at varying levels of knowledge and experience

Proven leadership experience and ability to take ownership effectively partnering with others

Foundational investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging

Exceptional presentation and written skills with strong executive communications experience

Series 7, Series 66 required