JP Morgan Wealth Management - Practice Management Consultant - Vice President
JP Morgan Wealth Management - Practice Management Consultant - Vice President
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1 Vacancy
Job Description
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their longterm financial goals and is comprised of the Chase wealth management business J.P. Morgan Advisors Personal Advisors and SelfDirected our digital investing platform. The combined business has $600 billion in Assets Under Management and 5000 advisors located across 3500 branches and 20 offices.
As a Practice Management Consultant within the J.P. Morgan Wealth Management team you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable longterm practice. You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development Business Management Financial Planning Investment Acumen Relationship Management and Service. This role also supports market level leaders helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors andLeadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way while also presenting strategic forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities:
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors providing coaching and training so they can be the most effective advisors possible
- Lead advisors in a GoalsBased Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product Planning Technology etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools products and capabilities specificallyWealth Plan (WP) and client relationship system
- Build out useful advisor content and drive adoption of goalsbased advice initiatives
- Deliver both one on one and workshop based presentations and training
Required qualifications skills and capabilities:
- 5 years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities investment/capital market knowledge and financial planning experience
- Foundational knowledge in a goalsbased approach to investing
- Deep investment and product knowledge and the ability to articulate complex investment ideas
- Experience with practice management related coaching including client contact strategies book segmentation implementing strong business processes and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively namely related to the financial plan and investment solutions
- Series 7 Series 66 required
Preferred qualifications skills and capabilities:
- CFPpreferred
To be eligible for this position you must be authorized to work in the United States. We do not offer any type of employmentbased immigration sponsorship for this position. Likewise JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Required Experience:
Chief
Employment Type
Full-Time
