J.P. Morgan Wealth Management - Vice President, Business Development Consultant- Irvine and Los Angeles, CA

Location: Irvine, CA, United States

Job Family: Banking

About the Role

J.P. Morgan Wealth Management is seeking a dynamic Vice President, Business Development Consultant to join our team in Irvine and Los Angeles, CA. In this pivotal role, you will play a key part in expanding our wealth management services by launching innovative business initiatives, delivering high-impact training to financial advisors, and managing projects that drive sustainable field growth. As a trusted leader within J.P. Morgan Chase, you will collaborate with branches and advisors to enhance client experiences, leveraging our comprehensive suite of investment, banking, and advisory solutions to serve high-net-worth individuals and families in the competitive California market. Your efforts will directly contribute to J.P. Morgan's commitment to excellence in financial services, ensuring we remain at the forefront of personalized wealth strategies. Key responsibilities include spearheading the development and rollout of growth-oriented programs tailored to the unique needs of the Irvine and Los Angeles regions, conducting engaging training sessions on topics ranging from portfolio optimization to client acquisition techniques, and overseeing project lifecycles from inception to measurable outcomes. You will analyze performance data, identify expansion opportunities, and foster partnerships that amplify our market presence, all while upholding J.P. Morgan's rigorous standards for compliance, risk management, and ethical practices. This role demands a proactive approach to mentoring teams, providing actionable insights, and adapting strategies based on evolving industry trends and client feedback. The ideal candidate thrives in a fast-paced environment, bringing deep expertise in financial services to innovate and execute with precision. At J.P. Morgan Wealth Management, you will have access to world-class resources, including advanced analytics tools and a collaborative network of professionals dedicated to client success. This position offers a rewarding opportunity to influence the future of wealth management while advancing your career within one of the world's leading financial institutions. Join us to make a meaningful impact on our clients' financial journeys and contribute to J.P. Morgan's legacy of trust and innovation.

Key Responsibilities

• Develop and launch new business initiatives to support J.P. Morgan Wealth Management growth in the Irvine and Los Angeles markets
• Conduct comprehensive training programs for financial advisors and branch teams on products, sales strategies, and compliance
• Manage end-to-end projects, including planning, execution, and evaluation of business development efforts
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition in targeted regions
• Collaborate with senior leadership to align initiatives with J.P. Morgan's overall wealth management strategy
• Analyze market trends and performance metrics to recommend improvements in business processes
• Provide ongoing support to advisors, including coaching on client engagement and portfolio management techniques
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Track and report on key performance indicators (KPIs) for business development projects
• Foster relationships with external stakeholders, such as community organizations and referral sources in California

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7-10 years of experience in business development, sales, or consulting within the financial services industry
• Proven track record of launching successful business initiatives and driving revenue growth in wealth management or banking sectors
• Strong project management experience, including leading cross-functional teams and managing timelines
• Excellent communication and presentation skills, with experience in conducting training sessions for financial advisors
• Deep understanding of regulatory requirements in the financial services industry, such as SEC and FINRA compliance
• Ability to travel within the Irvine and Los Angeles areas as needed to support field growth initiatives

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working at a major financial institution like J.P. Morgan Chase or a competitor in wealth management
• Series 7 and Series 66 licenses or equivalent certifications
• Prior success in expanding client bases in high-net-worth markets in California
• Familiarity with J.P. Morgan's wealth management products and platforms

Required Skills

• Business development and sales expertise
• Project management and organizational skills
• Training and facilitation abilities
• Financial product knowledge in wealth management
• Regulatory compliance awareness (SEC, FINRA)
• Data analysis and reporting proficiency
• Strategic planning and initiative launching
• Client relationship building
• Presentation and public speaking
• Cross-functional team leadership
• Market research and trend analysis
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce)
• Adaptability in dynamic financial environments
• Strong interpersonal and networking skills

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 benefits, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Irvine or Los Angeles area

JP Morgan Chase is an equal opportunity employer.