J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Mandeville, LA

Location: Mandeville, LA, 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 Mandeville, LA. 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 programs, and managing projects that enhance our field operations. As a leader within one of the world's most respected financial institutions, you will collaborate with financial advisors, product specialists, and senior executives to identify opportunities in the local market, ensuring our clients receive tailored solutions that align with J.P. Morgan's commitment to excellence in wealth planning, investment management, and advisory services. This position offers the chance to contribute to the firm's legacy of empowering clients to achieve their financial goals while fostering a culture of innovation and client-centricity in the competitive financial services landscape. Your primary focus will be on spearheading business development efforts that expand J.P. Morgan's footprint in the Mandeville area, including the development of targeted outreach strategies for high-net-worth individuals and institutions. You will conduct regular training sessions to equip our teams with the latest knowledge on investment products, digital tools, and compliance best practices, all while managing end-to-end projects to ensure seamless execution. By analyzing performance data and market insights, you will recommend actionable strategies to boost client acquisition and retention, directly impacting the profitability and reputation of J.P. Morgan Wealth Management. This role demands a strategic mindset, with an emphasis on regulatory adherence and risk management, as you navigate the complexities of the banking industry to deliver measurable results. Joining J.P. Morgan Chase means becoming part of a global leader in financial services, where your expertise in business development will be supported by cutting-edge resources and a collaborative environment. We value professionals who thrive on challenge and are passionate about helping clients build lasting financial futures. If you have a proven track record in wealth management and a drive to innovate, this Vice President position in Mandeville, LA, is an ideal opportunity to advance your career while making a tangible difference in the lives of our clients.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Mandeville, LA market
• Conduct comprehensive training programs for financial advisors and support staff on products, compliance, and sales techniques
• Manage cross-functional projects from inception to execution, ensuring alignment with J.P. Morgan's strategic goals
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition in the region
• Analyze market trends and performance metrics to recommend enhancements to business development strategies
• Collaborate with senior leadership to align initiatives with broader J.P. Morgan Chase objectives in wealth management
• Monitor project timelines, budgets, and deliverables to ensure successful outcomes and ROI
• Provide ongoing support to field teams, including coaching on client engagement and business expansion tactics
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Track and report on key performance indicators related to business development efforts

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
• Knowledge of regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel within the region as needed to support field growth initiatives

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience working with high-net-worth clients in wealth management at a major financial institution
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Prior leadership role in sales or business development within J.P. Morgan or a similar firm
• Familiarity with J.P. Morgan's wealth management products and digital platforms

Required Skills

• Business development and sales strategy
• Project management methodologies (e.g., Agile, PMP principles)
• Financial product knowledge in wealth management
• Training and facilitation skills
• Data analysis and reporting using tools like Excel or Tableau
• Regulatory compliance in banking and finance
• Client relationship management
• Strategic planning and market analysis
• Leadership and team motivation
• Communication, both written and verbal
• Problem-solving and critical thinking
• Adaptability in a dynamic financial services environment
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Negotiation and stakeholder influence

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 leave, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible positions within the United States

JP Morgan Chase is an equal opportunity employer.