J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Bellevue, WA

Location: Bellevue, WA, 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 Bellevue, WA office, you will play a pivotal role in expanding our presence in the dynamic Pacific Northwest market. This position involves launching strategic business initiatives, delivering high-impact training to our advisor network, managing complex projects from inception to completion, and driving sustainable field growth. You will collaborate with cross-functional teams to introduce new wealth management products, enhance client acquisition strategies, and ensure compliance with industry regulations, all while contributing to J.P. Morgan's reputation as a leader in financial services. In this role, you will identify untapped opportunities within the high-net-worth segment, leveraging J.P. Morgan's global resources to tailor solutions for affluent clients in technology hubs like Bellevue. Responsibilities include conducting needs assessments for branch teams, developing customized training modules on investment strategies and digital tools, and tracking project milestones to meet aggressive growth targets. You will also analyze performance data to refine business approaches, fostering a culture of excellence and innovation among advisors. This position requires a strategic mindset, strong interpersonal skills, and a deep understanding of the financial services landscape to drive measurable results. Joining J.P. Morgan Wealth Management offers unparalleled opportunities for professional growth in a supportive, inclusive environment. Bellevue's strategic location provides access to a thriving tech ecosystem and diverse client base, positioning you at the forefront of wealth management innovation. We value work-life balance, diversity, and community impact, empowering you to make a meaningful difference while advancing your career in 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 Pacific Northwest region
• Conduct comprehensive training programs for financial advisors and branch teams on product offerings, compliance, and sales techniques
• Manage end-to-end projects, including timeline tracking, resource allocation, and performance metrics to ensure successful outcomes
• Drive field growth by identifying market opportunities, building partnerships with local businesses, and increasing client acquisition
• Collaborate with senior leadership to align business development strategies with J.P. Morgan's overall wealth management goals
• Analyze market trends and competitor activities to recommend innovative growth strategies tailored to high-net-worth clients
• Provide ongoing support to field teams, including coaching on client relationship management and cross-selling opportunities
• Monitor and report on key performance indicators (KPIs) for business initiatives, ensuring alignment with revenue targets
• Facilitate cross-functional teams involving marketing, operations, and compliance to execute development projects seamlessly

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 successful 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
• Familiarity with regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 25% for field growth activities 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 a competitor (e.g., Merrill Lynch, UBS)
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Demonstrated success in training and developing financial advisors in wealth management
• Knowledge of digital tools and CRM systems used in wealth management, such as Salesforce

Required Skills

• Business development and strategic planning
• Project management and execution
• Training and facilitation
• Financial analysis and market research
• Sales and client relationship management
• Regulatory compliance in wealth management
• Data analytics and KPI reporting
• Leadership and team collaboration
• Presentation and public speaking
• CRM software proficiency (e.g., Salesforce)
• Problem-solving and critical thinking
• Adaptability in a fast-paced financial environment
• Negotiation and partnership building
• Digital marketing and lead generation
• Risk assessment in financial services

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 internal training programs
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Bellevue, WA

JP Morgan Chase is an equal opportunity employer.