Based in The Woodlands, TX on an onsite basis, this senior role leads strategic business development initiatives within JPMorgan Chase Wealth Management. The Vice President, Business Development Consultant coordinates cross-functional efforts to roll out new products and services, bridging business development, sales, product, and operations to drive growth.
Responsibilities
- Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
- Manage timelines, and deliverables for field execution.
- Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development 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 facilitate successful implementation.
Requirements
- 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
Benefits
- Base salary determined by role, experience, skill set and location
- Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Skills
- Executive presentation and communication skills
- Change management
- Cross-functional collaboration
- Data analysis and reporting
- Training and facilitation
Required Licensing
- 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
Investment and Insurance Products
Investment and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates, and are subject to investment risks, including possible loss of principal amount invested.
About Us
Chase is a leading financial services firm serving nearly half of America’s households and small businesses, with a broad range of financial products. The firm aims to create engaged, lifelong relationships and place customers at the center of all activity. It also supports small businesses, nonprofits and cities by delivering comprehensive financial solutions.
About the Team
Chase’s Consumer and Community Banking division serves customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The team leads in credit card sales and deposit growth while offering the most-used digital solutions and achieving top customer satisfaction.
