J.P. Morgan Wealth Management - Vice President, Business Management Training Specialist

Location: Los Angeles, CA, United States

Job Family: Business Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Vice President, Business Management Training Specialist to join our Los Angeles team. In this pivotal role, you will deliver high-impact training support to our front office advisors and key stakeholders, fostering a culture of excellence in client service and business growth. As a core member of the Business Management team, you will create and execute engaging live and virtual instruction programs that empower our wealth management professionals to navigate complex financial landscapes, comply with stringent regulations, and leverage J.P. Morgan's innovative tools for superior client outcomes. This position offers the opportunity to influence the professional development of top-tier talent in one of the world's leading financial institutions, contributing directly to our mission of helping clients achieve their financial aspirations. Your responsibilities will span the full spectrum of training lifecycle management, from needs assessment and curriculum design to delivery and evaluation. You will collaborate closely with senior leaders to tailor programs on topics such as investment strategies, portfolio management, and client relationship building, ensuring alignment with J.P. Morgan's high standards and industry best practices. By incorporating interactive elements, real-world case studies from our wealth management portfolio, and feedback-driven improvements, you will enhance advisor skills and drive measurable business results. This role demands a blend of educational expertise and financial acumen, with opportunities to innovate in virtual learning environments and support regional initiatives from our Los Angeles hub. J.P. Morgan Chase & Co. is a global leader in financial services, and as a Training Specialist, you will thrive in an environment that values innovation, integrity, and inclusion. We offer robust professional growth paths, access to cutting-edge resources, and a collaborative culture that supports work-life balance. If you are passionate about adult education in finance and eager to make a tangible impact on wealth management excellence, join us in Los Angeles to shape the future of our business management training programs.

Key Responsibilities

• Design and deliver engaging live and virtual training programs for front office advisors and support teams in J.P. Morgan Wealth Management
• Collaborate with business leaders to identify training needs and develop customized curricula focused on wealth management strategies and client servicing
• Facilitate interactive sessions on regulatory compliance, product knowledge, and sales techniques to enhance advisor performance
• Evaluate training effectiveness through metrics, feedback, and assessments, iterating programs for continuous improvement
• Partner with stakeholders to integrate J.P. Morgan's digital tools and platforms into training modules
• Support onboarding and ongoing professional development for new and existing team members
• Maintain up-to-date knowledge of industry trends, FINRA regulations, and J.P. Morgan policies to ensure training relevance
• Organize and lead training events, workshops, and webinars in Los Angeles and virtually across regions
• Contribute to the creation of training materials, including e-learning modules and job aids

Required Qualifications

• Bachelor's degree in Business, Finance, Education, or a related field
• Minimum of 5 years of experience in training, adult education, or instructional design within the financial services industry
• Proven track record in delivering live and virtual training sessions to front office professionals
• Strong understanding of wealth management products, services, and regulatory requirements
• Experience collaborating with stakeholders in a high-stakes financial environment
• Ability to travel up to 25% for training delivery and events

Preferred Qualifications

• Advanced degree or certification in Training and Development (e.g., CPTD)
• Prior experience at a major financial institution like J.P. Morgan Chase
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Background in curriculum development for compliance and business management training

Required Skills

• Instructional design and curriculum development
• Public speaking and presentation skills
• Virtual training platform proficiency (e.g., Zoom, Microsoft Teams)
• Knowledge of financial products like investments, retirement planning, and estate services
• Regulatory compliance expertise (FINRA, SEC)
• Stakeholder management and collaboration
• Analytical skills for training metrics and ROI evaluation
• Project management and organizational abilities
• Adaptability to fast-paced financial environments
• Communication (written and verbal)
• Adult learning principles and facilitation techniques
• Proficiency in Microsoft Office Suite and e-learning tools
• Problem-solving and critical thinking
• Attention to detail in content accuracy
• Cultural sensitivity for diverse teams

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and holidays
• Professional development opportunities and tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at select locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.