J.P. Morgan Wealth Management - Vice President, Business Development Consultant- Southport, CT

Location: Southport, CT, 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 Southport, CT. In this pivotal role, you will play a key part in expanding our market presence by launching innovative business initiatives tailored to the affluent clients in the Connecticut region. As a leader within the Wealth Management division, you will collaborate with financial advisors, product specialists, and senior executives to identify growth opportunities, streamline operations, and deliver exceptional client experiences. Your expertise will drive the adoption of J.P. Morgan's comprehensive suite of investment, retirement, and estate planning solutions, ensuring we remain a trusted partner in our clients' financial journeys. The core of this position involves conducting hands-on training sessions to empower our field teams with the latest knowledge on market trends, regulatory updates, and sales best practices. You will manage complex projects from inception to completion, leveraging data-driven insights to optimize performance and foster sustainable growth. By analyzing regional market dynamics and competitive landscapes, you will recommend strategies that enhance advisor productivity and client retention. This role demands a proactive approach to building internal and external relationships, all while upholding J.P. Morgan's commitment to integrity, innovation, and client-centric service in the competitive financial services industry. Joining J.P. Morgan Chase means becoming part of a global leader in banking and wealth management, where your contributions will directly impact our mission to help clients achieve their financial goals. Based in the vibrant community of Southport, CT, you will benefit from a supportive culture that values diversity, professional growth, and work-life balance. If you are a strategic thinker with a passion for business development and a deep understanding of wealth management, this opportunity allows you to advance your career while making a meaningful difference in the lives of high-net-worth individuals and families.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Southport, CT market
• Conduct comprehensive training programs for financial advisors and support staff on products, compliance, and sales techniques
• Manage end-to-end projects, from planning to execution, ensuring alignment with firm-wide goals
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition
• Collaborate with senior leadership to analyze market trends and recommend strategic enhancements
• Monitor performance metrics and provide reporting on business development outcomes
• Ensure all activities comply with regulatory requirements and J.P. Morgan's risk management standards
• Foster relationships with key stakeholders, including clients and internal teams, to support wealth management objectives
• Support the integration of digital tools and innovative solutions to enhance advisor productivity

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 in a banking environment
• Strong project management experience, including managing cross-functional teams
• Excellent communication and presentation skills for conducting training sessions
• Series 7 and Series 66 licenses or equivalent FINRA registrations
• Ability to travel within the Southport, CT region as needed

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience in J.P. Morgan Chase's Wealth Management division
• Prior success in field growth strategies within competitive financial markets
• Familiarity with CRM systems used in wealth management
• Bilingual skills, particularly Spanish, to serve diverse client bases in Connecticut

Required Skills

• Business development and sales strategy
• Project management and execution
• Training and facilitation
• Financial product knowledge (investments, retirement planning)
• Regulatory compliance in wealth management
• Data analysis and performance metrics
• CRM software proficiency (e.g., Salesforce)
• Strategic planning and market analysis
• Leadership and team collaboration
• Client relationship management
• Risk assessment and mitigation
• Presentation and public speaking
• Problem-solving and decision-making
• Adaptability to fast-paced environments
• Digital tool integration for financial services

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
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to J.P. Morgan's financial wellness programs
• Wellness benefits, such as gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to Southport, CT

JP Morgan Chase is an equal opportunity employer.