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

Location: Irvine, CA, United States

Job Family: Banking

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping clients achieve their financial goals through personalized advisory services, innovative investment strategies, and comprehensive wealth planning. As a Vice President, Business Development Consultant in our Irvine, CA office, you will play a pivotal role in expanding our presence in the dynamic Southern California market. This position involves launching strategic business initiatives, delivering high-impact training to our network of financial advisors, and managing projects that drive sustainable growth. You will collaborate closely with field teams to identify opportunities, optimize performance, and ensure alignment with J.P. Morgan's commitment to excellence in client service and regulatory compliance. Your primary focus will be on fostering advisor development and business expansion within the wealth management division. This includes conducting needs assessments, designing tailored training programs on topics such as portfolio management, client acquisition techniques, and digital tools integration. You will lead cross-functional projects from inception to execution, utilizing data-driven insights to measure success and refine approaches. By building strong relationships with internal stakeholders and external partners, you will contribute to increasing assets under management and enhancing the overall advisor experience in a competitive financial services landscape. J.P. Morgan Chase offers a supportive environment where innovation and professional growth are prioritized. In this role, you will have access to cutting-edge resources, including advanced analytics platforms and a global network of experts, to support your initiatives. If you are a strategic thinker with a passion for wealth management and a proven ability to drive results, join us in Irvine to help shape the future of financial advisory services at one of the world's leading financial institutions.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Irvine market
• Conduct comprehensive training programs for financial advisors on product offerings, compliance, and client engagement strategies
• Manage end-to-end projects, including timelines, budgets, and stakeholder coordination to ensure successful implementation
• Drive field growth by identifying opportunities for advisor recruitment and partnership development
• Analyze market trends and performance metrics to recommend strategies for increasing assets under management
• Collaborate with senior leadership to align business development efforts with J.P. Morgan's overall wealth management goals
• Provide ongoing support to field teams, including performance coaching and resource allocation
• Monitor and report on key performance indicators (KPIs) related to business initiatives and growth targets
• 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 7-10 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 or advisory environment
• Strong project management experience, including leading cross-functional teams
• Excellent communication and presentation skills for conducting training sessions
• Knowledge of regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 25% for field engagements 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 within the banking sector
• Familiarity with CRM systems like Salesforce used in financial advisory services

Required Skills

• Business development and sales strategy
• Project management methodologies (e.g., Agile, Waterfall)
• Financial product knowledge (investments, retirement planning, estate services)
• Training and adult learning facilitation
• Data analysis and reporting using tools like Excel or Tableau
• CRM software proficiency (e.g., Salesforce)
• Regulatory compliance in wealth management
• Strategic planning and market analysis
• Leadership and team motivation
• Client relationship management
• Risk assessment and mitigation
• Presentation and public speaking
• Cross-functional collaboration
• Problem-solving and decision-making
• Adaptability in a fast-paced financial environment

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 other financial wellness programs
• Wellness benefits including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Irvine area

JP Morgan Chase is an equal opportunity employer.