J.P. Morgan Wealth Management -Division Lead- Practice Management Consultant

Location: Chicago, IL, United States

Job Family: Product Development

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Division Lead for our Practice Management Consultant team in Chicago, IL. In this pivotal role, you will oversee a group of dedicated professionals who empower Financial Advisors to excel in delivering holistic wealth management solutions to high-net-worth clients. As a leader within one of the world's most respected financial institutions, you will drive the adoption of core Practice Management behaviors, including Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management, and Service Excellence. Your expertise will help advisors navigate the complexities of the financial services industry, leveraging J.P. Morgan's cutting-edge tools and resources to build sustainable practices and foster long-term client relationships. Reporting to senior leadership in J.P. Morgan Wealth Management, you will be responsible for strategic team management, program innovation, and performance optimization. This involves collaborating closely with field leaders to assess advisor needs, designing tailored training initiatives, and ensuring seamless integration of J.P. Morgan's proprietary platforms. You will analyze key performance indicators to measure impact, identify growth opportunities, and adapt strategies to evolving market dynamics, all while upholding the highest standards of compliance and ethical practices synonymous with J.P. Morgan Chase. Your leadership will directly contribute to elevating advisor capabilities, enhancing client satisfaction, and supporting the firm's mission to deliver unparalleled wealth management services. This position offers a unique opportunity to shape the future of wealth advisory at J.P. Morgan, working in a collaborative environment that values innovation and professional growth. Based in our Chicago office, you will engage with a diverse network of industry experts, benefiting from J.P. Morgan's global resources and commitment to employee development. If you are a seasoned leader passionate about transforming financial advisory practices, join us to lead meaningful change in the wealth management landscape.

Key Responsibilities

• Lead and manage a team of Practice Management Consultants, providing coaching, performance feedback, and professional development opportunities
• Oversee the delivery of Practice Management training programs focused on Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management, and Service Excellence
• Collaborate with J.P. Morgan Wealth Management field leadership to identify advisor needs and customize support strategies
• Develop and implement innovative tools and resources to enhance advisor productivity and client outcomes
• Monitor team performance against key metrics, ensuring alignment with J.P. Morgan's strategic goals in wealth management
• Facilitate workshops, webinars, and one-on-one consultations to build advisor capabilities in the financial services landscape
• Ensure compliance with all regulatory standards and J.P. Morgan policies in all advisory support activities
• Analyze market trends and advisor feedback to refine Practice Management methodologies
• Foster a culture of continuous improvement and collaboration within the division
• Report on division progress and impact to senior leadership in J.P. Morgan Wealth Management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 10 years of experience in wealth management, financial advisory, or practice management consulting
• Proven track record of leading teams in the financial services industry, with at least 5 years in a supervisory role
• Deep knowledge of J.P. Morgan Wealth Management products, services, and compliance standards
• Strong understanding of financial planning, investment strategies, and regulatory requirements in the U.S. financial sector
• Experience in developing and delivering training programs for financial advisors
• Ability to travel up to 50% for client and team engagements

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from an accredited institution
• Series 7, Series 66, or equivalent FINRA licenses
• Prior experience working within J.P. Morgan Chase or a similar large financial institution
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Demonstrated success in driving advisor performance metrics in wealth management

Required Skills

• Leadership and team management
• Financial planning and analysis
• Investment strategy development
• Business development coaching
• Regulatory compliance knowledge (FINRA, SEC)
• Client relationship management
• Training and facilitation
• Data analytics and performance metrics
• Strategic planning in wealth management
• Communication (verbal and written)
• Problem-solving and decision-making
• Project management
• Adaptability to financial market changes
• Mentoring and talent development
• Proficiency in Microsoft Office Suite and financial software tools

Benefits

• Competitive base salary with performance-based annual bonuses
• 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 and tuition reimbursement for advanced certifications
• Employee stock purchase plan and access to J.P. Morgan financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible positions

JP Morgan Chase is an equal opportunity employer.