J.P. Morgan Wealth Management Vice President, Business Development Consultant Tempe, AZ

JPMorganChase

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profile Job Location:

Tempe, AZ - USA

profile Monthly Salary: Not Disclosed
Posted on: 7 hours ago
Vacancies: 1 Vacancy

Job Summary

Description

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives empowering teams and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.

As the Business Development Support Manager within J.P. Morgan Wealth Management you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products services and processes across the organization. This role acts as a bridge between business development sales product and operations teams driving project delivery and supporting field adoption to achieve growth objectives.

Job 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 Advisors 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.

Required qualifications skills and capabilities

  • Bachelors 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

Required Licensing

  • 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

Skills

  • Executive presentation and communication skills
  • Change management
  • Cross-functional collaboration
  • Data analysis and reporting
  • Training and facilitation

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF OR GUARANTEED BY JPMORGAN CHASE BANK N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS) a registered broker-dealer and investment advisor member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency Inc. (CIA) a licensed insurance agency doing business as Chase Insurance Agency Services Florida. JPMS CIA and JPMorgan Chase Bank N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.




Required Experience:

Exec

DescriptionShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives empowering teams and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.As...
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Key Skills

  • Change Management
  • Financial Services
  • Growing Experience
  • Managed Care
  • Management Experience
  • Analysis Skills
  • Senior Leadership
  • Performance Management
  • Process Management
  • Leadership Experience
  • negotiation
  • Analytics

About Company

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JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more

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