JP Morgan Wealth Management- Practice Management Consultant ChicagoPlanoJersey City
Share
Job Location:
Chicago, IL - USA
Monthly Salary:
$ 109250 - 172500
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
This team provides practice management coaching and consultations with experienced financial advisors in one-on-one small group and large workshop settings identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice developing teaming arrangements utilizing business development accounts for marketing and client events cultivating organic referrals growing center of influence (COI) networks implementing effective digital marketing strategies on LinkedIn and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership helping them to upskill and coach advisors on these practice management behaviors.
As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP Morgan financial advisors with the delivery of practice management concepts and tools. You will guide advisors to strengthen their businesses by helping them deliver an exceptional client experience and be in a position for continued long-term growth. You will help advisors develop a strong practice management foundation focusing on skills across leadership business management business development financial planning investments relationship management and service.
Job 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
Required qualifications skills and capabilities:
- 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
Preferred qualifications skills and capabilities:
- CFP WMCP or other financial planning designations preferred
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Project / Program Management
- Change Management
- Order Management System
- Business Analysis
- Visio
- Data Management
- Project Management
- Metadata
- Management Consulting
- Data Analysis Skills
- Taxonomy
About Company
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
