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

Location: Del Mar, 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 Del Mar, 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 region. As a leader within one of the world's most respected financial institutions, you will collaborate with financial advisors, product specialists, and senior executives to identify market opportunities, enhance client engagement, and ensure seamless integration of J.P. Morgan's comprehensive suite of investment, banking, and advisory solutions. Your expertise will be instrumental in fostering sustainable growth while upholding our commitment to ethical standards and client-centric service in the competitive financial services landscape. Key to success in this position is your ability to manage complex projects from inception to completion, including the rollout of new wealth management programs and tools. You will design and deliver targeted training programs to empower our field teams, equipping them with the knowledge to effectively promote J.P. Morgan's differentiated offerings such as personalized portfolio management and retirement planning strategies. By analyzing performance data and regional trends, you will provide actionable insights to optimize operations and drive measurable results, all while navigating the regulatory environment governed by bodies like the SEC and FINRA. This role demands a strategic mindset, blending financial acumen with hands-on leadership to inspire teams and accelerate business momentum. Joining J.P. Morgan Chase means becoming part of a global leader in financial services, where innovation meets integrity. The Vice President, Business Development Consultant position offers the opportunity to contribute to transformative initiatives that impact clients' financial futures, while advancing your career in a supportive environment renowned for professional growth and work-life balance. If you are passionate about wealth management and ready to make a tangible difference in Del Mar's affluent community, we invite you to bring your expertise to our esteemed team.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management offerings in the Del Mar region
• Conduct comprehensive training sessions for financial advisors on products, compliance, and sales techniques
• Manage end-to-end projects, from planning to execution, ensuring alignment with firm-wide goals
• 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 performance metrics and provide data-driven insights to optimize business development efforts
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Mentor junior team members and foster a culture of continuous improvement
• Represent J.P. Morgan at industry events and client meetings to enhance brand visibility

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 7 years of experience in financial services, wealth management, or business development
• Proven track record in launching business initiatives and driving revenue growth
• Strong project management experience, including leading cross-functional teams
• Excellent communication and presentation skills for training and stakeholder engagement
• Knowledge of regulatory requirements in the financial services industry
• Ability to travel up to 50% within the region

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP or CFA
• Experience in J.P. Morgan Chase's wealth management products and services
• Background in sales leadership or advisory roles within banking
• Familiarity with CRM systems like Salesforce used in financial services
• Previous success in field growth strategies for high-net-worth clients

Required Skills

• Business development and sales strategy
• Project management methodologies (e.g., Agile, PMP)
• Financial product knowledge (investments, retirement planning)
• Training and adult learning facilitation
• Data analysis and reporting tools (Excel, Tableau)
• CRM software proficiency (Salesforce)
• Regulatory compliance in wealth management
• Strategic planning and market analysis
• Leadership and team motivation
• Client relationship building
• Presentation and public speaking
• Risk assessment and mitigation
• Cross-functional collaboration
• Adaptability in dynamic financial 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
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible positions in Del Mar, CA

JP Morgan Chase is an equal opportunity employer.