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

Location: New York, 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 New York, NY office, you will play a pivotal role in expanding our market presence and empowering our advisors to deliver exceptional service. This position is ideal for a seasoned professional passionate about driving growth in the dynamic financial services industry, where you'll leverage J.P. Morgan's global resources to launch initiatives that enhance client engagement and revenue streams. Your primary focus will be on spearheading business development projects, from ideation to execution, while providing hands-on training to field teams on wealth management products, digital tools, and compliance best practices. You will collaborate closely with branch managers, product specialists, and senior executives to identify growth opportunities in the competitive New York market, ensuring alignment with J.P. Morgan's commitment to ethical, client-focused banking. Through data analysis and strategic planning, you'll drive measurable outcomes, such as increased advisor productivity and new client acquisitions, contributing to the firm's leadership in wealth management. This role demands a blend of analytical prowess and interpersonal finesse, as you'll manage complex projects amid evolving regulatory landscapes and market conditions. Joining J.P. Morgan means becoming part of a prestigious institution renowned for its stability and innovation, with opportunities for career advancement in a supportive, high-performance culture. If you thrive in fast-paced environments and are eager to shape the future of wealth management, this position offers a platform to make a lasting impact.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management offerings in the New York market
• Conduct comprehensive training programs for financial advisors and support staff on products, compliance, and sales techniques
• Manage end-to-end projects, including timeline adherence, resource allocation, and risk mitigation
• Drive field growth by identifying opportunities, partnering with branch leaders, and implementing growth strategies
• Collaborate with senior leadership to align business development efforts with overall firm objectives
• Analyze market trends and competitor activities to recommend innovative solutions for client acquisition
• Monitor and report on key performance metrics to ensure initiatives meet ROI targets
• Foster relationships with internal teams and external partners to support seamless initiative rollout
• Ensure all activities comply with J.P. Morgan's ethical standards and regulatory guidelines

Required Qualifications

• Bachelor's degree in Business, Finance, 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
• Strong project management experience, including leading cross-functional teams
• Excellent communication and presentation skills for training and stakeholder engagement
• Knowledge of regulatory requirements in the financial services industry

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience in J.P. Morgan Chase or similar large financial institution
• Certification such as CFA, CFP, or Series 7/63 licenses
• Background in wealth management advisory or client-facing roles
• Demonstrated success in field growth strategies within competitive markets

Required Skills

• Strategic planning and business acumen
• Project management and organizational skills
• Training and facilitation expertise
• Financial analysis and market research
• Sales and business development techniques
• Regulatory compliance knowledge in wealth management
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Strong interpersonal and relationship-building skills
• Data-driven decision making
• Leadership and team motivation
• Problem-solving and adaptability
• Excellent verbal and written communication
• Risk assessment and mitigation
• Client-centric mindset
• Innovation and creative thinking

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness programs
• Access to J.P. Morgan's global wellness initiatives and mental health support
• Relocation assistance for eligible roles in New York, NY

JP Morgan Chase is an equal opportunity employer.