J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Plano, Texas

Location: Plano, TX, 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 Plano, Texas. This role is pivotal in driving the growth of our wealth management services by launching innovative business initiatives, delivering high-impact training, and managing projects that enhance our field operations. As a key contributor to one of the world's leading financial institutions, you will collaborate with financial advisors, branch leaders, and cross-functional teams to identify opportunities, optimize client engagement, and expand our presence in the competitive Texas market. Your efforts will directly support J.P. Morgan's commitment to providing personalized wealth solutions to high-net-worth individuals and families, leveraging our global resources and expertise in investments, banking, and advisory services. In this client-centric role, you will conduct needs assessments to tailor training programs that empower our advisors with the latest tools and knowledge in areas such as portfolio management, retirement planning, and sustainable investing. You will lead project management from inception to completion, ensuring seamless execution of growth strategies while adhering to strict regulatory standards set by bodies like the SEC and FINRA. By analyzing performance data and market trends, you will drive field growth initiatives, fostering stronger relationships with local clients and partners in Plano and surrounding areas. This position offers the opportunity to influence J.P. Morgan's strategic direction in wealth management, contributing to our mission of helping clients achieve their financial goals in an ever-evolving industry. The ideal candidate thrives in a collaborative, high-performance environment and is passionate about the financial services sector. With Plano's vibrant business community and proximity to major economic hubs, this role provides a platform to make a tangible impact on J.P. Morgan's regional success. We value innovation, integrity, and a client-first mindset, offering robust support for professional growth and work-life balance. Join us to advance your career while shaping the future of wealth management at J.P. Morgan Chase.

Key Responsibilities

• Develop and launch new business initiatives to support J.P. Morgan Wealth Management growth in the Plano region
• Conduct comprehensive training programs for financial advisors and branch teams on products, compliance, and sales strategies
• Manage end-to-end projects, from planning and execution to evaluation, ensuring alignment with firm-wide objectives
• Drive field growth by identifying opportunities, building partnerships, and supporting client acquisition efforts
• Collaborate with senior leadership to analyze market trends and recommend strategies for wealth management expansion
• Monitor and report on key performance metrics, providing insights to optimize business development outcomes
• Facilitate cross-functional teams to implement innovative solutions in client engagement and advisory services
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Support local branches in Plano by providing on-site consultations and motivational leadership for sales teams

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 client-facing roles 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 engagement
• Familiarity with regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 25% for field support and client meetings

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Experience in J.P. Morgan Chase or similar large-scale financial institutions
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Background in digital tools and CRM systems for wealth management
• Prior leadership role in training and development programs for financial advisors

Required Skills

• Business development and sales strategy
• Project management methodologies (e.g., Agile, PMP)
• Training and adult learning facilitation
• Financial product knowledge (investments, retirement planning, estate services)
• CRM software proficiency (e.g., Salesforce, J.P. Morgan proprietary systems)
• Data analysis and reporting tools (Excel, Tableau)
• Regulatory compliance in wealth management
• Strategic planning and market analysis
• Leadership and team motivation
• Client relationship management
• Presentation and public speaking
• Problem-solving and decision-making
• Adaptability in fast-paced environments
• Networking and partnership building
• Digital marketing and lead generation techniques

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 access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to Plano, Texas

JP Morgan Chase is an equal opportunity employer.