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

JOB DESCRIPTION

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 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.

• Valid and active Series 7 license, or obtained within 60 days of employment.
• For those registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam.
• Valid and active Series 66 (63/65) and Life and Health Insurance license, 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.

We offer a competitive total rewards package, including a base salary determined by role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid as cash or forfeitable equity. Other benefits include comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal‑opportunity employer and do not discriminate on the basis of any protected attribute. We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, and physical disability needs.