J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Denver, CO

Location: Denver, CO, 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 Denver, CO 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, conducting targeted training for our financial advisors, and managing projects that enhance our market presence. As a leader within one of the world's most respected financial institutions, you will collaborate with cross-functional teams to identify opportunities in the high-net-worth client segment, ensuring our offerings align with J.P. Morgan's commitment to excellence in personalized financial advice and investment solutions. This position is ideal for a seasoned professional passionate about the financial services industry, with a focus on fostering sustainable growth in a competitive landscape. Your day-to-day responsibilities will include spearheading the rollout of new wealth management products and services tailored to the Denver market, from initial strategy development to execution and performance evaluation. You will design and facilitate training programs that empower our field teams to deliver exceptional client experiences, leveraging J.P. Morgan's proprietary tools and resources. Additionally, you will oversee project portfolios, track key metrics such as client acquisition rates and revenue growth, and provide actionable insights to senior leadership. By building strong relationships with internal stakeholders and external partners, you will contribute to the overall success of our Wealth Management division, helping clients achieve their financial goals while navigating complex regulatory environments like those governed by the SEC and FINRA. This role offers the opportunity to thrive in a supportive, high-impact environment at J.P. Morgan Chase, where innovation and client-centricity are at the core of our culture. If you have a proven ability to drive business results in banking and wealth management, we encourage you to bring your expertise to our team in Denver. Join us in shaping the future of financial advisory services and advancing J.P. Morgan's legacy of trust and integrity in the industry.

Key Responsibilities

• Collaborate with senior leadership to launch new business initiatives within J.P. Morgan Wealth Management, focusing on market expansion in the Denver region
• Design and deliver comprehensive training programs for financial advisors to enhance product knowledge and sales techniques
• Manage end-to-end project lifecycles, from planning to execution, ensuring alignment with J.P. Morgan's strategic goals
• Drive field growth by identifying opportunities for client acquisition and retention in the wealth management space
• Analyze market trends and performance metrics to recommend data-driven strategies for business development
• Foster relationships with internal teams and external partners to support seamless initiative rollout
• Monitor and report on key performance indicators (KPIs) related to business development efforts
• Ensure compliance with J.P. Morgan's risk management and regulatory standards in all activities
• Provide ongoing support to field teams, including coaching on best practices for client consultations

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, 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 in a banking environment
• Strong project management experience, including the ability to manage multiple priorities in a fast-paced setting
• Excellent communication and presentation skills for conducting training sessions and stakeholder engagement
• Familiarity with regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 25% for field support and client meetings

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience in J.P. Morgan Chase's Wealth Management division or similar high-net-worth advisory roles
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Background in sales leadership or consultative selling within the banking sector
• Proficiency in CRM systems like Salesforce tailored to financial services

Required Skills

• Business development and strategic planning
• Project management methodologies (e.g., Agile, Waterfall)
• Financial product knowledge in wealth management
• Training and adult learning facilitation
• Data analysis and reporting using tools like Excel or Tableau
• CRM software proficiency (e.g., Salesforce)
• Regulatory compliance in banking and finance
• Sales and consultative selling techniques
• Stakeholder management and relationship building
• Market research and competitive analysis
• Presentation and public speaking
• Problem-solving and critical thinking
• Time management and prioritization
• Adaptability in a dynamic financial services environment
• Leadership and team motivation

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 platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Denver, CO

JP Morgan Chase is an equal opportunity employer.