J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Boca Raton, FL

Location: Boca Raton, FL, United States

Job Family: Banking

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Vice President, Business Development Consultant to join our Boca Raton, FL team. In this pivotal role, you will play a key part in driving the growth of our wealth management services by launching innovative business initiatives, delivering high-impact training, and managing projects that support our financial advisors in serving high-net-worth clients. As a leader in the financial services industry, J.P. Morgan Chase empowers you to leverage our global resources, cutting-edge investment platforms, and client-centric approach to help individuals and families achieve their financial goals. This position offers the opportunity to contribute to a prestigious brand while working in the vibrant South Florida market, focusing on personalized wealth strategies tailored to diverse client needs. Your primary responsibilities will include collaborating with cross-functional teams to identify and execute growth opportunities, conducting engaging training sessions on J.P. Morgan's suite of products such as Chase Private Client services and J.P. Morgan Investment Management offerings, and overseeing project lifecycles from inception to evaluation. You will analyze performance data to refine business strategies, ensure adherence to industry regulations, and foster partnerships that expand our footprint in Boca Raton and beyond. By mentoring advisors and promoting best practices in client engagement, you will directly influence revenue growth and client satisfaction in a competitive wealth management landscape. The ideal candidate thrives in a fast-paced environment, combining strategic vision with hands-on execution to support J.P. Morgan's commitment to excellence in financial advisory services. With access to world-class tools and a supportive culture that values innovation and inclusion, this role provides a platform for professional advancement within one of the world's leading financial institutions. Join us to make a meaningful impact on clients' financial futures while advancing your career in wealth management.

Key Responsibilities

• Collaborate with senior leadership to launch new business initiatives aimed at expanding J.P. Morgan Wealth Management services in the Boca Raton market
• Conduct comprehensive training programs for financial advisors and support staff on product offerings, compliance, and sales techniques
• Manage end-to-end projects, including timeline development, resource allocation, and stakeholder coordination to ensure successful implementation
• Drive field growth by identifying opportunities for client acquisition and retention, targeting high-net-worth individuals and families
• Analyze market trends and performance metrics to recommend strategies that enhance business development efforts
• Build and maintain relationships with internal teams, external partners, and clients to foster a collaborative environment
• Monitor and report on key performance indicators (KPIs) related to business development goals, providing actionable insights
• Support the integration of digital tools and J.P. Morgan's proprietary platforms to streamline advisor workflows
• Ensure all activities comply with regulatory requirements from SEC, FINRA, and other governing bodies
• Mentor and coach team members to build a high-performing sales culture within the wealth management division

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7 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
• Strong project management experience, including the ability to manage multiple priorities in a fast-paced environment
• Excellent communication and presentation skills with the ability to conduct training sessions
• Series 7 and Series 66 licenses (or equivalent) required for financial advisory roles
• Willingness to travel up to 25% within the Boca Raton and surrounding areas

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience in wealth management or private banking at a top-tier financial institution
• Familiarity with J.P. Morgan's investment products and platforms
• Previous leadership experience in mentoring junior team members
• Bilingual skills, particularly Spanish, to serve diverse client bases in South Florida

Required Skills

• Business development and sales expertise
• Project management proficiency
• Training and facilitation abilities
• Financial product knowledge (e.g., investments, retirement planning)
• Client relationship management
• Data analysis and reporting
• Strategic planning and market analysis
• Regulatory compliance awareness (SEC, FINRA)
• Leadership and team mentoring
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Strong verbal and written communication
• Problem-solving and critical thinking
• Adaptability in a dynamic financial environment
• Networking and partnership building
• Digital tool integration for wealth management

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, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other investment perks
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Boca Raton

JP Morgan Chase is an equal opportunity employer.