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

Location: Los Angeles, 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 Los Angeles team. In this pivotal role, you will play a key part in expanding our market presence 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, branch managers, and senior executives to drive sustainable growth, leveraging J.P. Morgan's unparalleled resources in investment banking, asset management, and advisory services. This position offers the opportunity to influence the future of wealth management in a vibrant, competitive market like Los Angeles, where you'll help clients achieve their financial goals through personalized strategies. Your core responsibilities will include spearheading the development and rollout of new programs, such as digital advisory tools and partnership expansions, while conducting hands-on training sessions to empower our field teams. You will manage complex projects from inception to completion, ensuring alignment with J.P. Morgan's commitment to excellence and client-centric innovation. By analyzing local market dynamics and client needs, you'll identify growth opportunities and implement data-driven solutions to enhance our service offerings. This role demands a strategic mindset, with a focus on fostering long-term relationships and navigating the regulatory landscape of the financial services industry. The ideal candidate thrives in a fast-paced environment and is passionate about delivering superior outcomes in wealth management. Joining J.P. Morgan means becoming part of a global network that values integrity, diversity, and professional growth. We offer a supportive culture with access to cutting-edge technology and continuous learning opportunities, positioning you for long-term success in your career.

Key Responsibilities

• Develop and execute business development strategies to launch new wealth management initiatives in the Los Angeles market
• Conduct comprehensive training programs for financial advisors and branch teams on J.P. Morgan products and best practices
• Manage end-to-end projects, including timelines, budgets, and stakeholder coordination to ensure successful implementation
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition in targeted segments
• Analyze market trends and competitive landscape to recommend enhancements to wealth management offerings
• Collaborate with senior leadership to align business initiatives with J.P. Morgan's overall strategic goals
• Monitor and report on key performance metrics, providing insights to optimize business outcomes
• Foster relationships with external partners, such as RIAs and high-net-worth clients, to expand J.P. Morgan's presence
• Ensure compliance with all regulatory standards and internal policies in all business activities

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
• Strong project management experience, including managing cross-functional teams
• Excellent communication and presentation skills with the ability to influence senior stakeholders
• Deep knowledge of wealth management products, services, and regulatory requirements
• Ability to travel up to 50% within the Los Angeles region and occasionally nationally

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
• Series 7, Series 63, or other relevant FINRA licenses
• Background in training and developing financial advisors or sales teams
• Familiarity with CRM systems such as Salesforce used in wealth management

Required Skills

• Business development and sales strategy
• Project management and execution
• Training and facilitation
• Financial product knowledge (e.g., investments, retirement planning)
• Regulatory compliance in wealth management
• Data analysis and market research
• CRM software proficiency (e.g., Salesforce)
• Stakeholder management and negotiation
• Presentation and public speaking
• Strategic planning and initiative launching
• Team leadership and motivation
• Risk assessment in financial services
• Customer relationship building
• Problem-solving and adaptability
• Proficiency in Microsoft Office Suite and financial modeling tools

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 opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Los Angeles-based employees

JP Morgan Chase is an equal opportunity employer.