J.P. Morgan Wealth Management - Vice President, Business Development Consultant- Troy, MI

Location: Troy, MI, United States

Job Family: Banking

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Vice President, Business Development Consultant in Troy, MI, to play a pivotal role in expanding our premier financial services offerings. This position is ideal for a seasoned professional passionate about driving growth in the wealth management sector. As a key member of our team, you will spearhead the launch of innovative business initiatives, deliver high-impact training to empower our advisors, and manage complex projects that align with J.P. Morgan's commitment to excellence in client service. Your efforts will directly contribute to enhancing our presence in the Midwest market, helping high-net-worth individuals and families achieve their financial goals through personalized strategies and cutting-edge solutions. In this role, you will collaborate closely with branch leaders, financial advisors, and cross-functional teams to identify growth opportunities and implement actionable plans. Responsibilities include conducting needs assessments, developing customized training modules on investment products, portfolio management, and compliance, as well as overseeing project timelines to ensure seamless execution. You will leverage your expertise in the financial services industry to analyze competitive landscapes, forecast trends, and recommend data-driven strategies that boost client acquisition and retention. At J.P. Morgan, we value innovation, and you will have the opportunity to integrate digital tools like our advanced wealth planning platforms to modernize client experiences. The ideal candidate thrives in a fast-paced environment and brings a deep understanding of regulatory frameworks, such as SEC and FINRA guidelines, to mitigate risks while maximizing opportunities. This position offers substantial professional growth within one of the world's leading financial institutions, with access to mentorship from industry experts and resources to advance your career. Join J.P. Morgan Wealth Management in Troy, MI, and be part of a legacy of trust, integrity, and unparalleled service in banking and investment advisory.

Key Responsibilities

• Develop and launch new business initiatives to expand J.P. Morgan Wealth Management services in the Troy, MI region
• Conduct comprehensive training programs for financial advisors and branch teams on products, compliance, and sales techniques
• Manage end-to-end projects, from planning and execution to evaluation, 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 strategies for business expansion
• Monitor performance metrics and provide reporting on initiative success and areas for improvement
• Foster relationships with key stakeholders, including clients, advisors, and external partners
• Ensure all activities comply with J.P. Morgan's risk management and regulatory standards
• Support the integration of digital tools and innovative solutions to enhance wealth management offerings

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 a banking environment
• Strong project management experience, including the ability to manage multiple initiatives simultaneously
• Excellent communication and presentation skills for conducting training sessions
• Deep knowledge of financial products, regulatory requirements, and market trends in wealth management
• Ability to travel within the region as needed for field growth activities

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP, CFA, or Series 7/66 licenses
• Experience working with high-net-worth clients in a J.P. Morgan or similar wealth management setting
• Background in sales leadership or consulting within the financial services industry
• Familiarity with CRM systems and data analytics tools used in banking
• Prior involvement in cross-functional teams at a major financial institution

Required Skills

• Strategic planning and business development
• Project management and execution
• Training and facilitation
• Financial analysis and market research
• Sales and relationship building
• Regulatory compliance in wealth management
• Data analytics and reporting
• CRM software proficiency (e.g., Salesforce)
• Leadership and team collaboration
• Problem-solving and decision-making
• Communication (verbal and written)
• Adaptability to dynamic financial environments
• Risk assessment and mitigation
• Client-focused consulting
• Innovation in financial services delivery

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 resources
• Employee stock purchase plan and other financial wellness programs
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance where applicable

JP Morgan Chase is an equal opportunity employer.