J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Austin, Texas

Location: Austin, TX, 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 Austin, Texas office, you will play a pivotal role in expanding our presence in the dynamic Texas market. This position involves partnering with financial advisors and branch leaders to launch targeted business initiatives that drive sustainable growth. You will leverage your expertise in the financial services industry to identify opportunities, streamline operations, and enhance client acquisition strategies, all while upholding J.P. Morgan's commitment to integrity and excellence. Key to this role is your ability to design and deliver impactful training programs that empower our teams with the knowledge to promote wealth management products effectively. From conducting workshops on investment strategies to managing cross-functional projects that integrate new technologies, you will ensure our advisors are equipped to meet evolving client needs. Additionally, you will analyze field performance data to recommend growth tactics, such as advisor recruitment and local partnerships, fostering a collaborative environment that aligns with J.P. Morgan's global standards. Your efforts will directly contribute to increasing assets under management and strengthening our competitive edge in the region. We seek a strategic thinker with a passion for financial services who thrives in a high-energy setting. This role offers the chance to influence meaningful change at one of the world's leading financial institutions, with opportunities for career advancement and exposure to diverse market segments. Join J.P. Morgan Wealth Management in Austin and be part of a team that's redefining wealth advisory for the modern era.

Key Responsibilities

• Collaborate with senior leadership to identify and launch new business initiatives aimed at expanding J.P. Morgan Wealth Management services in the Austin market
• Develop and deliver comprehensive training programs for financial advisors and support staff to enhance product knowledge and sales techniques
• Manage end-to-end project lifecycles, from planning and execution to evaluation, ensuring alignment with firm-wide growth objectives
• Drive field growth by analyzing market opportunities, building partnerships with local financial professionals, and supporting advisor recruitment
• Conduct needs assessments and provide strategic recommendations to optimize business development processes and client acquisition strategies
• Monitor key performance metrics, such as revenue targets and client retention rates, and report progress to executive stakeholders
• Foster relationships with internal teams, including product specialists and compliance officers, to ensure seamless initiative rollout
• Support the integration of digital tools and technologies to streamline business development efforts in wealth management
• Organize and lead workshops, webinars, and field events to promote J.P. Morgan's wealth management solutions
• Ensure all activities comply with regulatory standards and J.P. Morgan's risk management policies

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 client-facing roles within the financial services industry
• Proven track record of driving revenue growth and launching successful business initiatives in wealth management or banking
• 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 requirements, and market trends in wealth management
• Ability to travel up to 25% for field support and client meetings

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working at a major financial institution like J.P. Morgan Chase or similar
• Certification such as CFP (Certified Financial Planner) or Series 7/66 licenses
• Background in training and development within a sales or advisory team
• Familiarity with CRM systems and data analytics tools used in wealth management

Required Skills

• Business development and sales strategy
• Project management methodologies (e.g., Agile, PMP)
• Training program design and facilitation
• Financial product knowledge (investments, retirement planning, estate services)
• Market analysis and competitive intelligence
• CRM software proficiency (e.g., Salesforce)
• Data analytics and reporting tools (e.g., Excel, Tableau)
• Regulatory compliance in financial services (SEC, FINRA)
• Stakeholder management and relationship building
• Presentation and public speaking
• Strategic planning and initiative execution
• Team leadership and motivation
• Digital marketing and lead generation
• Risk assessment and mitigation
• Adaptability in a fast-paced financial environment

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 opportunities, such as tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible roles in Austin, Texas

JP Morgan Chase is an equal opportunity employer.