J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Louisville, KY

Location: Louisville, KY, 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 Louisville, KY. In this pivotal role, you will play a key part in driving the growth of our wealth management services by launching innovative business initiatives, delivering high-impact training to our financial advisors, and managing complex projects that enhance our market presence. As a leader in the financial services industry, J.P. Morgan Chase empowers clients to achieve their financial goals through personalized advice and cutting-edge solutions. The ideal candidate will bring a passion for business expansion and a deep understanding of the wealth management landscape to help our Louisville team thrive in a competitive environment. Your primary focus will be on spearheading field growth strategies, including identifying untapped opportunities in the local market, forging strategic partnerships, and implementing programs that boost client acquisition and retention. You will conduct regular training sessions to equip our advisors with the latest knowledge on J.P. Morgan's investment products, portfolio strategies, and compliance best practices, ensuring our team delivers exceptional service. Additionally, you will oversee project lifecycles, from ideation to execution, collaborating closely with cross-functional teams to align initiatives with broader organizational objectives. This role demands a proactive approach to analyzing performance data, mitigating risks, and adapting to evolving regulatory and market conditions in the banking sector. Joining J.P. Morgan Wealth Management means becoming part of a global leader committed to innovation and client success. In Louisville, KY, you will contribute to a vibrant team environment while benefiting from our robust professional development resources and inclusive culture. If you have a proven track record in financial services business development and a drive to make a tangible impact, this position offers an exciting opportunity to advance your career at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Louisville market
• Conduct comprehensive training programs for financial advisors and branch teams on product offerings and sales techniques
• Manage end-to-end projects, from planning and execution to evaluation, 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 strategies for business expansion
• Monitor performance metrics and provide reporting on initiative success to stakeholders
• Foster relationships with internal teams and external partners to support wealth management objectives
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Mentor junior staff and contribute to talent development within the organization

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 in launching business initiatives and driving revenue growth in wealth management or banking sectors
• Strong project management experience, including the ability to manage multiple initiatives simultaneously
• Excellent communication and presentation skills for conducting training sessions and stakeholder engagements
• Ability to travel up to 50% within the Louisville, KY region and surrounding areas
• Series 7 and Series 66 licenses or equivalent FINRA registrations required

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working with high-net-worth clients in wealth management at a top-tier financial institution
• Familiarity with J.P. Morgan's proprietary platforms and tools for client relationship management
• Previous leadership role in field growth strategies or team training programs
• Knowledge of regulatory compliance in the financial services industry, including SEC and FINRA guidelines

Required Skills

• Business development and sales expertise
• Project management and organizational skills
• Training and facilitation abilities
• Financial analysis and market research
• Client relationship management
• Strategic planning and initiative launching
• Regulatory compliance knowledge (FINRA, SEC)
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Strong analytical and problem-solving skills
• Excellent verbal and written communication
• Leadership and team collaboration
• Adaptability to dynamic financial environments
• Data-driven decision making
• Negotiation and partnership building
• Risk assessment and management

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, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to J.P. Morgan's financial wellness programs
• Wellness benefits, such as gym memberships and mental health support services
• Relocation assistance for eligible candidates moving to Louisville, KY

JP Morgan Chase is an equal opportunity employer.