J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Mineola, NY

Location: Mineola, NY, 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 advice and innovative solutions. As a Vice President, Business Development Consultant in our Mineola, NY office, you will play a pivotal role in expanding our presence in the local market. This position involves launching strategic business initiatives tailored to high-net-worth individuals and families, leveraging J.P. Morgan's global resources to deliver exceptional wealth management services. You will collaborate with a dynamic team of financial advisors, investment specialists, and branch leaders to drive sustainable growth while upholding our commitment to integrity and client trust in the competitive financial services landscape. Your core responsibilities will include conducting hands-on training sessions to equip teams with the latest tools and knowledge on J.P. Morgan's investment products, retirement planning, and estate strategies. You will manage complex projects from inception to completion, ensuring seamless integration with broader firm objectives and regulatory compliance. By analyzing local market trends and client needs, you will identify opportunities for business expansion, fostering partnerships that enhance our service offerings. This role demands a proactive approach to field growth, where you will engage with community stakeholders and internal partners to build lasting relationships and promote J.P. Morgan's reputation as a leader in wealth management. Success in this position requires a blend of strategic vision and execution excellence, with a focus on measurable outcomes such as increased assets under management and client satisfaction scores. You will contribute to a collaborative culture that values innovation and professional development, benefiting from J.P. Morgan's extensive training programs and career advancement opportunities. Join us in Mineola, NY, to make a meaningful impact on clients' financial futures while advancing your career in 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 Mineola, NY market
• Conduct comprehensive training programs for financial advisors and branch teams on product offerings and client engagement strategies
• Manage end-to-end projects, from ideation to execution, ensuring alignment with firm-wide goals and timelines
• Drive field growth by identifying opportunities for client acquisition and retention in the local community
• Collaborate with senior leadership to analyze market trends and recommend strategies for wealth management expansion
• Monitor and report on key performance metrics for business development activities, providing actionable insights
• Foster relationships with internal stakeholders, including investment bankers and private banking teams, to support holistic client solutions
• Ensure compliance with J.P. Morgan's risk management and regulatory standards in all initiatives
• Mentor and coach team members to build a high-performing culture focused on client-centric growth

Required Qualifications

• Bachelor's degree in Finance, Business Administration, 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 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 within the region as needed for field growth initiatives

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience in J.P. Morgan Chase's Wealth Management division or similar high-net-worth client services
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Prior success in mentoring and developing junior staff in a consultative role
• Familiarity with CRM systems used in wealth management, such as Salesforce

Required Skills

• Business development and sales strategy
• Project management and execution
• Training and facilitation
• Financial product knowledge (investments, retirement planning, estate services)
• Client relationship management
• Data analysis and reporting
• Regulatory compliance in wealth management
• Strategic planning and market analysis
• Leadership and team motivation
• Communication (verbal and written)
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Networking and stakeholder engagement
• Adaptability in a dynamic financial services environment

Benefits

• Competitive base salary with performance-based annual bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 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 access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance if applicable for the Mineola, NY location

JP Morgan Chase is an equal opportunity employer.