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

Location: Chicago, IL, 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 Chicago 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 complex projects. As a leader within one of the world's most respected financial institutions, you will collaborate with financial advisors, branch managers, and senior executives to identify market opportunities, enhance client offerings, and ensure seamless execution of growth strategies. Your efforts will directly contribute to expanding J.P. Morgan's presence in the competitive Chicago financial landscape, leveraging our unparalleled resources in investment advisory, retirement planning, and estate services. The ideal candidate thrives in a fast-paced environment, combining strategic vision with hands-on execution to foster field growth. Responsibilities include spearheading the rollout of new wealth management products, conducting tailored training sessions to empower our teams, and overseeing project timelines to meet firm objectives. You will analyze performance data, mitigate risks in line with J.P. Morgan's rigorous standards, and build lasting partnerships across regions. This position offers the opportunity to influence high-stakes decisions that shape client experiences and drive sustainable revenue, all while upholding our commitment to ethical practices and client-centric innovation in the financial services industry. Joining J.P. Morgan Chase means becoming part of a global leader in banking and wealth management, with access to cutting-edge tools, diverse teams, and a culture of excellence. Based in Chicago, IL, this role provides exposure to a vibrant market and the chance to advance your career in a supportive, high-achieving environment. If you are passionate about financial services and ready to make a tangible impact, we invite you to apply and help shape the future of wealth management at J.P. Morgan.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Chicago market
• Conduct comprehensive training programs for financial advisors and branch teams on product offerings and compliance
• Manage end-to-end projects, from ideation to execution, ensuring alignment with firm-wide growth objectives
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition
• Collaborate with senior leadership to analyze market trends and recommend strategic enhancements
• Monitor project performance metrics and provide regular reporting to stakeholders
• Facilitate cross-regional initiatives to share best practices and optimize business development efforts
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Mentor junior team members and support talent development within the wealth management division

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field
• 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 managing cross-functional teams
• Excellent communication and presentation skills for conducting training sessions
• Familiarity with regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 50% for field engagements 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
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Demonstrated success in wealth management sales or advisory roles
• Proficiency in CRM systems and financial modeling tools specific to J.P. Morgan's platforms

Required Skills

• Strategic planning and business development
• Project management methodologies (e.g., Agile, PMP)
• Financial analysis and market research
• Training and facilitation techniques
• CRM software proficiency (e.g., Salesforce)
• Regulatory compliance knowledge (SEC, FINRA)
• Data analytics and reporting tools (e.g., Excel, Tableau)
• Client relationship management
• Leadership and team collaboration
• Problem-solving and decision-making
• Presentation and public speaking
• Risk assessment in financial services
• Negotiation and partnership building
• Adaptability to fast-paced environments
• Proficiency in Microsoft Office Suite

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
• 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 financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to Chicago

JP Morgan Chase is an equal opportunity employer.