J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Woodlands, TX

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.

• 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 Advisor’s 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.

• Bachelor’s 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.

• 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.

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