J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA

Location: Cupertino, CA, 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 Cupertino, CA. In this pivotal role, you will play a key part in driving the growth of our wealth management services by launching innovative business initiatives tailored to high-net-worth clients in the Silicon Valley region. As a trusted advisor within J.P. Morgan Chase, you will collaborate with financial advisors, branch leaders, and product specialists to identify opportunities that enhance client portfolios, leveraging our firm's extensive resources in investment banking, asset management, and private banking. Your efforts will directly contribute to expanding J.P. Morgan's market presence, ensuring we deliver personalized, holistic financial solutions that align with clients' long-term goals in a competitive financial services landscape. Key to success in this position is your ability to manage complex projects from inception to completion, including conducting hands-on training programs that empower our field teams to excel in client engagement and sales. You will analyze regional market trends, regulatory changes, and client needs to develop targeted strategies that drive sustainable growth. Working closely with senior executives, you will foster a culture of innovation and compliance, utilizing J.P. Morgan's proprietary tools and data analytics to measure impact and refine approaches. This role demands a strategic mindset, with opportunities to influence broader wealth management objectives while navigating the fast-paced environment of one of the world's leading financial institutions. J.P. Morgan Chase offers an inclusive, high-performance culture where your contributions are valued and rewarded. Based in Cupertino, you will benefit from proximity to tech hubs, enabling unique partnerships in the affluent Bay Area market. If you are passionate about financial services and ready to lead transformative initiatives, join us to help shape the future of wealth management at J.P. Morgan.

Key Responsibilities

• Develop and execute business development strategies to launch new wealth management initiatives for J.P. Morgan clients in the Cupertino region
• Conduct comprehensive training sessions for financial advisors and branch teams on product offerings, compliance, and sales techniques
• Manage end-to-end projects, including planning, resource allocation, and performance tracking to ensure timely delivery
• Drive field growth by identifying market opportunities, building partnerships with local businesses, and expanding client acquisition
• Collaborate with senior leadership to align business initiatives with J.P. Morgan's overall wealth management goals
• Analyze market trends and client feedback to recommend enhancements to wealth management services
• Monitor project metrics and KPIs, providing regular reports to stakeholders on progress and outcomes
• Foster relationships with high-net-worth individuals and institutional clients to promote J.P. Morgan's investment solutions
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7 years of experience in business development, sales, or consulting within the financial services industry
• Proven track record of launching business initiatives and driving revenue growth in wealth management
• Strong project management experience, including managing cross-functional teams and timelines
• Excellent communication and presentation skills with the ability to influence senior stakeholders
• Familiarity with regulatory requirements in the financial services sector, such as SEC and FINRA guidelines
• Ability to travel up to 50% within the Cupertino and surrounding areas

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working at a top-tier financial institution like J.P. Morgan Chase
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Prior 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 sales strategy
• Project management and execution
• Training and facilitation
• Financial analysis and market research
• Client relationship management
• Regulatory compliance in finance
• Strategic planning and initiative launch
• Data analysis and reporting
• Presentation and public speaking
• Cross-functional team leadership
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Negotiation and partnership building
• Adaptability in dynamic environments
• Problem-solving and decision-making

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 benefits including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Cupertino area

JP Morgan Chase is an equal opportunity employer.