J.P. Morgan - Vice President - Practice Management Consultant

Location: New Orleans, LA, United States

Job Family: Product Development

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Vice President - Practice Management Consultant in our Wealth Management division, you will play a pivotal role in empowering our financial advisors to build thriving, sustainable practices. Based in New Orleans, LA, this position involves partnering closely with advisors to navigate the complexities of the financial services landscape, leveraging J.P. Morgan's vast resources to drive business growth and client satisfaction. You will support advisors through every stage of their professional journey, from refining business models to adopting cutting-edge tools that enhance efficiency and compliance. Your core responsibilities will include conducting in-depth assessments of advisors' practices, identifying growth opportunities, and delivering tailored coaching on key areas such as client segmentation, asset allocation strategies, and revenue diversification. Drawing on your expertise in the financial industry, you will facilitate the integration of J.P. Morgan's proprietary platforms, including advanced analytics and digital advisory solutions, to help advisors deliver personalized wealth management experiences. Additionally, you will ensure adherence to stringent regulatory standards, mitigating risks while fostering an environment of ethical innovation. This role demands a proactive approach to mentoring, where you will inspire advisors to achieve their full potential in a competitive market. Joining J.P. Morgan Chase means becoming part of a dynamic team committed to excellence and inclusion. In this position, you will contribute to our mission of helping clients achieve their financial goals while advancing your own career in a supportive, high-impact environment. With opportunities for professional growth, competitive compensation, and access to world-class resources, this role offers a chance to make a lasting difference in the wealth management sector.

Key Responsibilities

• Collaborate with J.P. Morgan Advisors to develop and implement customized business plans that drive sustainable growth
• Provide expert guidance on practice management best practices, including client acquisition, retention, and portfolio optimization
• Conduct regular assessments of advisors' performance metrics and recommend strategies to improve efficiency and profitability
• Facilitate training sessions and workshops on J.P. Morgan's wealth management products and compliance standards
• Analyze market trends and regulatory changes to advise on adaptive business strategies
• Support advisors in leveraging J.P. Morgan's technology platforms for enhanced client experiences
• Mentor junior advisors on building long-term client relationships and ethical practices
• Track and report on key performance indicators to senior leadership, contributing to broader firm initiatives
• Identify opportunities for cross-selling J.P. Morgan's integrated financial solutions
• Ensure all advisory practices align with J.P. Morgan's commitment to client-centric, innovative wealth management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7-10 years of experience in financial services, with a focus on wealth management or advisory practices
• Proven track record in consulting or coaching financial advisors to enhance business performance
• Deep knowledge of regulatory requirements in the financial services industry, including SEC and FINRA guidelines
• Experience in practice management within a large financial institution like J.P. Morgan Chase
• Strong analytical skills with the ability to interpret business metrics and client data
• Active Series 7 and Series 66 licenses or equivalent

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Prior experience working directly with high-net-worth clients in wealth management
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Familiarity with J.P. Morgan's proprietary tools and platforms for advisor support
• Demonstrated leadership in team-based consulting environments

Required Skills

• Expertise in financial planning and wealth management strategies
• Proficiency in data analysis tools such as Excel, Tableau, or similar platforms
• Strong communication and presentation skills for advisor coaching
• Knowledge of investment products, including equities, fixed income, and alternatives
• Regulatory compliance and risk management acumen
• Client relationship building and consultative selling techniques
• Project management abilities to handle multiple advisor engagements
• Familiarity with CRM systems like Salesforce or J.P. Morgan's proprietary software
• Analytical thinking for performance benchmarking
• Leadership and motivational skills to inspire advisor teams
• Adaptability to evolving financial market conditions
• Ethical decision-making in high-stakes advisory environments
• Technical proficiency in digital tools for practice optimization
• Interpersonal skills for collaborating with cross-functional teams
• Strategic planning for long-term business sustainability

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible positions in New Orleans, LA

JP Morgan Chase is an equal opportunity employer.