J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Atlanta, GA

Location: Atlanta, GA, 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 Atlanta, GA office, you will play a pivotal role in supporting the growth of our wealth management practice. This position involves launching strategic business initiatives, conducting hands-on training for our financial advisors, managing complex projects, and driving sustainable field growth in the competitive Atlanta market. You will work closely with branch leaders, advisors, and cross-functional teams to expand our client base and enhance service delivery, all while upholding J.P. Morgan's commitment to integrity and excellence in financial services. Your primary focus will be on identifying opportunities to introduce new wealth management products and services tailored to high-net-worth individuals and institutions in the Southeast region. This includes developing training curricula that empower advisors to effectively communicate the value of J.P. Morgan's offerings, such as investment advisory, retirement planning, and estate strategies. You will lead project teams to ensure seamless implementation of initiatives, tracking progress against KPIs like assets under management growth and advisor productivity. Additionally, you will analyze local market dynamics, regulatory landscapes, and client feedback to recommend data-driven enhancements that align with J.P. Morgan's global standards. Success in this role requires a blend of strategic vision, operational expertise, and interpersonal savvy to collaborate across our dynamic organization. You will report to the Regional Director of Wealth Management and have opportunities to influence broader business strategies. J.P. Morgan Chase & Co. is an equal opportunity employer committed to diversity and inclusion, offering a supportive environment where your contributions can make a meaningful impact on our clients' financial futures. If you are passionate about wealth management and ready to drive growth in a premier financial institution, join us in Atlanta to shape the next chapter of success.

Key Responsibilities

• Collaborate with senior leadership to identify and launch new business initiatives aimed at expanding J.P. Morgan Wealth Management services in the Atlanta market
• Develop and deliver comprehensive training programs for financial advisors and branch teams to enhance product knowledge and sales techniques
• Manage end-to-end project lifecycles, from planning to execution, ensuring alignment with J.P. Morgan's strategic goals
• Drive field growth by analyzing market trends, identifying opportunities, and supporting advisors in client acquisition and retention
• Conduct performance assessments and provide coaching to improve team productivity and compliance adherence
• Partner with marketing and product teams to create targeted campaigns that promote J.P. Morgan's wealth management solutions
• Monitor key performance metrics, such as assets under management (AUM) growth and client satisfaction scores, and report insights to executives
• Ensure all initiatives comply with J.P. Morgan's risk management and regulatory standards
• Foster relationships with external partners and internal stakeholders to support business expansion efforts

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field required; MBA or advanced degree preferred
• Minimum of 7-10 years of experience in financial services, wealth management, or business development
• Proven track record in launching business initiatives and driving revenue growth in a banking environment
• Strong project management experience, including leading cross-functional teams
• Excellent communication and training skills, with experience conducting workshops for financial advisors
• Deep knowledge of regulatory requirements in the financial services industry, including SEC and FINRA compliance
• Ability to travel up to 50% within the Atlanta region and surrounding areas

Preferred Qualifications

• Series 7, 63, and 66 licenses or equivalent certifications
• Experience working at a major financial institution like J.P. Morgan Chase or similar
• Background in sales enablement or field growth strategies within wealth management
• Familiarity with CRM systems such as Salesforce used in J.P. Morgan's Wealth Management division

Required Skills

• Strategic planning and business initiative development
• Project management methodologies (e.g., Agile, PMP)
• Training and facilitation for adult learners in financial topics
• Data analysis using tools like Excel, Tableau, or Power BI
• Sales and business development in wealth management
• Regulatory compliance knowledge (FINRA, SEC)
• CRM proficiency (Salesforce, Microsoft Dynamics)
• Leadership and team motivation
• Market research and competitive analysis
• Stakeholder management and relationship building
• Financial modeling and forecasting
• Public speaking and presentation skills
• Problem-solving and critical thinking
• Adaptability in a fast-paced banking environment
• Attention to detail for risk and compliance tasks

Benefits

• Competitive base salary plus performance-based annual bonus and equity awards
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to Atlanta

JP Morgan Chase is an equal opportunity employer.