J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Columbus, OH

Location: Columbus, OH, 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 team in Columbus, OH. This role is pivotal in driving the growth of our wealth management services by launching innovative business initiatives, delivering high-impact training, and managing projects that enhance our field presence. As a key contributor to one of the world's leading financial institutions, you will collaborate with financial advisors, branch leaders, and senior executives to identify opportunities in the Ohio market, ensuring our clients receive unparalleled advice and solutions tailored to their financial goals. Your efforts will directly support J.P. Morgan's commitment to empowering clients through comprehensive wealth planning, investment strategies, and banking integration. In this position, you will lead the development and rollout of new programs designed to boost advisor productivity and client engagement. Responsibilities include conducting interactive training sessions on emerging products like sustainable investing options and digital wealth tools, while overseeing project lifecycles from concept to implementation. You will analyze performance data to refine strategies, foster partnerships with local institutions, and drive measurable growth in assets under management. Working in a collaborative environment, you will navigate the complexities of the financial services landscape, adhering to strict regulatory standards set by bodies like the SEC and FINRA, all while promoting J.P. Morgan's culture of integrity and innovation. The ideal candidate thrives in a high-stakes, client-focused setting and brings a passion for business growth within wealth management. This role offers the chance to make a tangible impact on J.P. Morgan's expansion in the Midwest, with opportunities for career advancement in a firm renowned for its global reach and employee development. Join us in Columbus to help shape the future of wealth management at J.P. Morgan Chase.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management offerings in the Columbus market
• Conduct comprehensive training programs for financial advisors and branch teams on products, compliance, and sales techniques
• Manage end-to-end projects, from ideation to execution, ensuring alignment with firm-wide goals and timelines
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition in Ohio
• Collaborate with senior leadership to analyze market trends and recommend strategies for wealth management expansion
• Monitor project performance metrics and provide regular reports to stakeholders on ROI and growth impacts
• Facilitate cross-regional initiatives to share best practices and enhance overall business development efforts
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Mentor and support junior consultants in achieving their professional development goals

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7-10 years of experience in financial services, business development, or sales within wealth management
• Proven track record in launching business initiatives and driving revenue growth in a banking or investment environment
• Strong project management experience, including leading 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 or similar
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Background in wealth management product development and market analysis
• Demonstrated success in mentoring junior staff and building high-performing teams

Required Skills

• Business development and strategic planning
• Project management methodologies (e.g., Agile, PMP)
• Financial analysis and market research
• Sales training and coaching techniques
• Regulatory compliance in wealth management
• Client relationship management
• Data analytics and reporting tools (e.g., Excel, Tableau)
• Presentation and public speaking
• Team leadership and collaboration
• Problem-solving and critical thinking
• Adaptability in fast-paced financial environments
• Negotiation and stakeholder influence
• Knowledge of investment products and portfolio management
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation

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 financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.