JPMorganChase · 2 weeks ago
J.P. Morgan Wealth Management – Executive Director, Business Development Consultant Manager
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$147K/yr - $250K/yr
10+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. The Business Development Consultant Manager – Team Lead will lead a team responsible for the successful rollout and adoption of new products, services, and processes across the Chase Wealth Management organization.
Asset ManagementBankingFinancial 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
Required
Bachelor's degree in Business, Finance, or related field
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
Preferred
Advanced degree preferred
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
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2025 (3471)
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
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