J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Clayton, MO
On-site · Clayton, Missouri, United States
Job Summary
Drive strategic business initiatives and oversee end-to-end implementations of new products and services for Financial Advisors and Field Leaders, coordinating cross-functional teams, managing timelines, and delivering training to support adoption. Build relationships with internal stakeholders and external partners to facilitate successful implementation, monitor progress, identify risks, collect feedback from field teams and clients for continuous improvement, and ensure effective adoption of new technology, practice management and business development supporting an Advisor’s practice. Requires 7+ years in financial services, Bachelor's degree, Series 7 license (or to be obtained within 60 days), Securities Industry Essential (SIE) exam, Series 66 and Life/Health Insurance licenses within 60 days, travel 50%, and strong executive presentation, communication, and stakeholder management skills; familiarity with regulatory requirements and cross-functional collaboration; data analysis and reporting capabilities.
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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