J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Arlington Heights, IL

Location: Arlington Heights, IL, United States

Job Family: Banking

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping clients achieve their financial goals through personalized advice and innovative solutions. As a Vice President, Business Development Consultant in our Arlington Heights, IL office, you will play a pivotal role in expanding our presence in the region. This position involves launching strategic business initiatives, delivering high-impact training to our advisor teams, managing complex projects, and driving sustainable field growth. You will collaborate with cross-functional teams to identify opportunities in the competitive wealth management landscape, ensuring our offerings align with client needs and firm objectives. Your efforts will directly contribute to enhancing client relationships and increasing assets under management in this dynamic market. In this role, you will lead the development and rollout of new programs tailored to the financial services industry, leveraging J.P. Morgan's global resources and expertise. Responsibilities include conducting engaging training sessions on topics such as investment strategies, client onboarding, and compliance best practices, while overseeing project timelines and budgets to deliver measurable results. You will analyze local market data to pinpoint growth areas, build partnerships with key stakeholders, and implement tactics to boost advisor productivity and client acquisition. Success in this position requires a blend of strategic vision and hands-on execution, all while upholding J.P. Morgan Chase's commitment to integrity, innovation, and client-centric service. Joining J.P. Morgan Wealth Management means becoming part of a world-class team that values diversity, professional growth, and work-life balance. We offer robust support for your career development, including access to industry-leading tools and mentorship from seasoned professionals. If you are a results-oriented leader passionate about the financial services sector, this opportunity in Arlington Heights allows you to make a tangible impact on our clients' financial futures while advancing your own career at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Arlington Heights market
• Conduct comprehensive training programs for financial advisors and branch teams on products, compliance, and sales techniques
• Manage end-to-end projects, from ideation to execution, ensuring alignment with firm-wide goals and timelines
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition in the region
• Collaborate with senior leadership to analyze market trends and recommend strategies for business expansion
• Monitor project performance metrics, provide regular reporting, and adjust strategies to meet KPIs
• Foster relationships with internal stakeholders, including product teams and compliance officers, to support initiative success
• Mentor junior team members and contribute to a culture of continuous improvement in wealth management practices
• Ensure all activities comply with J.P. Morgan Chase's regulatory standards and risk management policies
• Represent J.P. Morgan Wealth Management at industry events and client meetings to enhance brand visibility

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7-10 years of experience in business development, sales, or consulting within the financial services industry
• Proven track record of launching business initiatives and driving revenue growth in wealth management or banking sectors
• Strong project management experience, including the ability to manage multiple initiatives simultaneously
• Excellent communication and presentation skills for conducting training sessions and stakeholder engagements
• Deep understanding of financial products, regulatory compliance, and market trends in wealth management
• Ability to travel up to 50% within the region to support field growth initiatives

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working at a major financial institution like J.P. Morgan Chase or a competitor
• Series 7 and Series 66 licenses or equivalent certifications in financial advising
• Prior leadership role in training and development programs for financial advisors
• Familiarity with CRM systems and data analytics tools used in wealth management

Required Skills

• Business development and sales strategy
• Project management and execution
• Training and facilitation
• Financial product knowledge (e.g., investments, retirement planning)
• Regulatory compliance in wealth management
• Market analysis and trend forecasting
• Stakeholder relationship management
• Presentation and public speaking
• Data analytics and reporting
• CRM software proficiency (e.g., Salesforce)
• Leadership and team mentoring
• Problem-solving and strategic thinking
• Communication (written and verbal)
• Time management and prioritization
• Adaptability in a fast-paced financial environment

Benefits

• Competitive base salary with performance-based annual bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible roles and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.