J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and Irvine, CA

Location: San Jose, CA, 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 San Jose and Irvine, CA. 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 J.P. Morgan Chase's commitment to empowering clients with tailored financial solutions, you will work closely with financial advisors, branch leaders, and senior executives to identify opportunities in the competitive financial services landscape. Your efforts will directly support our goal of expanding assets under management and fostering long-term client relationships in the affluent markets of California. In this position, you will lead the development and rollout of strategic initiatives designed to accelerate business growth, including market expansion and product adoption within J.P. Morgan's robust portfolio of investment, advisory, and banking services. Responsibilities include conducting engaging training sessions to upskill teams on compliance, client engagement strategies, and emerging financial trends, as well as overseeing complex projects from inception to completion. You will leverage data-driven insights to optimize field performance, ensuring alignment with J.P. Morgan's high standards of risk management and regulatory adherence. This role demands a proactive approach to collaboration across departments, where your expertise will help transform challenges into opportunities for sustainable growth. The ideal candidate thrives in a fast-paced environment and brings a passion for the financial services industry, particularly in wealth management. With J.P. Morgan Chase's global resources at your disposal, you will contribute to a culture of excellence and innovation, helping clients achieve their financial aspirations while advancing your own career. This position offers the chance to make a meaningful impact in a prestigious firm renowned for its leadership in banking and investment services.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in San Jose and Irvine markets
• Conduct comprehensive training programs for financial advisors and branch teams on products, compliance, and sales techniques
• Manage end-to-end projects, from planning to execution, to support field growth and operational efficiency
• Collaborate with senior leadership to identify growth opportunities and create strategic business plans
• Analyze market trends and client data to drive targeted business development efforts
• Build and maintain relationships with key stakeholders, including internal teams and external partners
• Monitor project performance metrics and provide regular reports to ensure alignment with J.P. Morgan's goals
• Support recruitment and onboarding of new advisors to bolster the wealth management team
• Ensure all initiatives comply with J.P. Morgan's risk management and regulatory standards
• Drive client acquisition and retention strategies to increase assets under management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7-10 years of experience in financial services, wealth management, or business development
• Proven track record in launching business initiatives and driving revenue growth in banking or advisory roles
• Strong project management experience, including leading cross-functional teams
• Excellent communication and presentation skills for conducting training sessions
• Familiarity with regulatory requirements in the financial services industry, such as SEC and FINRA guidelines
• Ability to travel up to 50% within San Jose and Irvine, CA regions

Preferred Qualifications

• Advanced degree (MBA) or certifications like CFP, CFA, or Series 7/66 licenses
• Experience in J.P. Morgan Chase or similar large-scale financial institutions
• Background in wealth management consulting or client acquisition strategies
• Proficiency in CRM systems used in financial advisory services
• Demonstrated success in field growth initiatives for high-net-worth clients

Required Skills

• Strategic planning and business development
• Project management methodologies (e.g., Agile, PMP)
• Financial analysis and market research
• Training and adult education facilitation
• Client relationship management
• Regulatory compliance in wealth management
• Data analytics and reporting tools (e.g., Excel, Tableau)
• Sales and negotiation techniques
• Leadership and team motivation
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Public speaking and presentation skills
• Cross-functional collaboration
• Adaptability in fast-paced environments
• Problem-solving and critical thinking

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, such as tuition reimbursement and leadership training
• Employee stock purchase plan and access to J.P. Morgan's financial wellness programs
• Flexible work arrangements and hybrid options for eligible roles
• Wellness benefits, including gym memberships and mental health support services

JP Morgan Chase is an equal opportunity employer.