J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Tempe, AZ

Location: Tempe, AZ, 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 Tempe, AZ. In this pivotal role, you will play a key part in driving the growth of our wealth management division by launching innovative business initiatives, delivering high-impact training to field advisors, and managing complex projects that enhance our service offerings. As a leader within one of the world's most respected financial institutions, you will collaborate with elite teams to identify market opportunities, foster client relationships, and ensure our solutions meet the evolving needs of high-net-worth individuals and families. Your efforts will directly contribute to J.P. Morgan's commitment to delivering personalized, comprehensive wealth strategies that build lasting financial security. The ideal candidate thrives in a collaborative yet high-performance environment, leveraging deep industry knowledge to support advisors in navigating the complexities of investments, estate planning, and retirement strategies. You will conduct needs-based assessments, provide expert guidance on J.P. Morgan's suite of products including mutual funds, alternative investments, and advisory services, and drive measurable growth in key metrics such as assets under management (AUM) and client retention. This position requires a blend of strategic thinking and hands-on execution, with opportunities to influence broader organizational goals while adhering to strict regulatory standards set by the SEC and FINRA. Joining J.P. Morgan Chase means becoming part of a global leader in financial services, where innovation and integrity are at the core of everything we do. In Tempe, AZ, you will benefit from a supportive culture that values diversity, professional growth, and work-life balance. This role offers the chance to make a tangible impact on clients' financial futures while advancing your career in a prestigious firm renowned for its stability and forward-thinking approach to wealth management.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in targeted markets
• Conduct comprehensive training programs for field advisors on products, compliance, and sales strategies
• Manage end-to-end projects, from planning and execution to evaluation and reporting
• Drive field growth by identifying opportunities, building partnerships, and increasing client acquisition
• Collaborate with internal teams, including product specialists and marketing, to align on business goals
• Analyze market trends and performance metrics to recommend improvements in wealth management offerings
• Support advisors in client consultations, providing expertise on investment strategies and portfolio management
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Track and report on key performance indicators (KPIs) to senior leadership for strategic decision-making

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7 years of experience in business development, sales, or consulting within the financial services industry
• Proven track record of launching successful business initiatives and driving revenue growth
• Strong project management experience, including the ability to manage multiple priorities in a fast-paced environment
• Excellent communication and presentation skills with experience in conducting training sessions
• Knowledge of wealth management products, services, and regulatory requirements
• Ability to travel up to 50% for field engagements and client meetings

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP, CFA, or Series 7/66 licenses
• Experience working in a large financial institution like J.P. Morgan Chase
• Demonstrated success in mentoring teams and fostering cross-functional collaboration
• Familiarity with CRM systems and data analytics tools used in wealth management

Required Skills

• Business development and sales expertise
• Project management and organizational skills
• Training and facilitation abilities
• Financial analysis and market research
• Knowledge of wealth management products
• Regulatory compliance awareness
• CRM software proficiency (e.g., Salesforce)
• Data analytics and reporting tools
• Strategic planning and initiative launching
• Cross-functional team collaboration
• Client relationship management
• Presentation and public speaking
• Problem-solving and decision-making
• Adaptability in dynamic environments
• Leadership and mentoring capabilities

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 and mental health support
• Relocation assistance for eligible positions in Tempe, AZ

JP Morgan Chase is an equal opportunity employer.