J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Atlanta, GA
On-site · Atlanta, Georgia, United States
Job Summary
VP, Business Development Consultant within J.P. Morgan Wealth Management responsible for executing strategic business initiatives and ensuring rollout of new products, services, and processes across the organization. Serves as a bridge between business development, sales, product, and operations to drive project delivery and field adoption. Responsibilities include executing implementation of new business development strategies for Financial Advisors and Field Leaders, managing timelines and deliverables for field execution, coordinating and leading training and support for sales and support teams on new technology and practice management, monitoring progress and risks, collecting feedback for continuous improvement, and fostering relationships with internal and external partners. Requires a Bachelor's degree in Business or related field, 7+ years in related roles, strong communication and stakeholder management, knowledge of financial products and regulatory requirements, experience coaching Advisors or a sales team, and travel ~50%. Licenses: Series 7 (or obtained within 60 days), SIE if applicable, Series 66 and Life/Health licenses to be obtained within 60 days.
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
- 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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