J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Boca Raton, FL
On-site · Boca Raton, Florida, 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 ensure timely field execution and adoption. Train and support sales and support teams on new technology and practice management, monitor progress and risks, and collect feedback from field teams and clients to drive continuous improvement. Build and sustain strong 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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