J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Del Mar, CA
On-site · Del Mar, California, United States
Job Summary
Lead the implementation of new business development strategies, products, and services for Financial Advisors and Field Leaders, coordinating cross-functional teams to drive adoption of technology, practice management, and growth initiatives. Manage timelines and deliverables for field execution; train and support sales and support teams; monitor progress, identify risks, and resolve issues; collect and analyze feedback from field teams and clients to inform continuous improvement; foster relationships with internal stakeholders and external partners to facilitate successful implementation.
Required Qualifications
- 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
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