JPM Wealth Management-Business Development Consultant - Walnut Creek​/Sacramento, CA

JPM Wealth Management - Business Development Consultant

Walnut Creek / Sacramento, CA

• Job Identification:
• Job Category:
  Wealth Advisory
• Business Unit:
  Asset & Wealth Management
• Posting Date: 07/16/2026, 02:41 PM
• Locations: 1390 S Main St, Walnut Creek, CA 94596, US & 1300 21st St, Sacramento, CA 95811, US
• Schedule:
  
  Full time

The Business Development Consultant is 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.

• 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 tools.
• 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 a 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 coaching Advisors or a sales team.
• Travel required 50% of the time.

• A valid and active Series 7 license is required or must be obtained within 60 days of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• 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.

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

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). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.