JPM Wealth Management-Business Development Consultant

Join JPMorgan Chase Wealth Management as an on-site Business Development Consultant in Walnut Creek, CA. This role supports strategic initiatives across business development, sales, product, and operations, driving the rollout of new products and services and ensuring field adoption to meet growth objectives. The position emphasizes cross-functional collaboration, structured project delivery, and a benefits-forward environment designed to support colleagues and their success.

Benefits

• Base salary determined based on the role, experience, skill set and location
• Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Responsibilities

• Drive the rollout of new business development strategies, products, and services to Financial Advisors and Field Leaders in partnership with cross-functional teams
• Own timelines and deliverables for field execution to ensure timely deployment
• Lead training and support for sales and support teams to ensure effective adoption of new technology, practice management, and business development initiatives 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 enable successful implementation

Requirements

• Bachelor's degree in Business, Finance, or a 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 leading 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 coaching Advisors or a sales team
• Travel up to 50 percent