J.P. Morgan Wealth Management - Vice President - Sales Strategy and Support Manager

Location: New York, NY, United States

Job Family: Sales Support

About the Role

At J.P. Morgan Wealth Management, we are seeking a Vice President - Sales Strategy and Support Manager to drive business development and strategic initiatives within our premier wealth advisory services. This role is pivotal in transforming the firm's overarching goals into practical, field-ready playbooks that empower our financial advisors to deliver exceptional client experiences. Based in our New York, NY office, you will play a key role in supporting sales teams across the U.S., leveraging J.P. Morgan's global resources to enhance client acquisition, retention, and portfolio growth in a competitive financial landscape. In this position, you will collaborate closely with senior executives, product specialists, and field operations to design and deploy sales strategies tailored to high-net-worth individuals and institutional clients. Responsibilities include analyzing market dynamics, regulatory impacts, and performance data to refine support mechanisms, ensuring alignment with J.P. Morgan's commitment to innovation and client-centric solutions. You will develop comprehensive engagement frameworks, conduct training sessions, and monitor outcomes to optimize sales efficiency, all while fostering a culture of excellence within the Wealth Management division. The ideal candidate thrives in a high-stakes environment, bringing deep expertise in financial services sales and a passion for strategic execution. J.P. Morgan Chase offers unparalleled opportunities for professional growth, backed by a supportive culture that values diversity, inclusion, and work-life balance. Join us to contribute to one of the world's leading financial institutions and shape the future of wealth management.

Key Responsibilities

• Develop and implement sales strategies aligned with J.P. Morgan Wealth Management's strategic initiatives
• Create field engagement playbooks to support business development efforts for financial advisors
• Collaborate with senior leadership to identify market opportunities and competitive positioning
• Analyze sales performance data to recommend enhancements in support processes and tools
• Lead cross-functional projects to integrate new products and services into sales workflows
• Provide training and coaching to field teams on strategy execution and client engagement tactics
• Monitor industry trends and regulatory changes to ensure compliance in sales support activities
• Partner with marketing and product teams to develop targeted campaigns for wealth management clients
• Track and report on key performance metrics to drive continuous improvement in sales outcomes

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 7-10 years of experience in sales strategy, business development, or support roles within the financial services industry
• Proven track record in developing and executing sales strategies for wealth management or investment advisory services
• Strong understanding of regulatory requirements in the financial sector, including SEC and FINRA guidelines
• Experience in translating high-level strategic initiatives into actionable field engagement plans
• Demonstrated ability to collaborate with cross-functional teams in a fast-paced corporate environment

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Prior experience at a major financial institution such as J.P. Morgan Chase or a comparable firm
• Knowledge of digital tools and CRM systems used in wealth management sales
• Experience leading sales enablement programs or training initiatives for financial advisors

Required Skills

• Strategic planning and execution
• Business development in financial services
• Sales playbook development
• Data analysis and performance metrics
• Cross-functional collaboration
• Regulatory compliance knowledge (SEC/FINRA)
• Project management
• Client engagement strategies
• CRM software proficiency (e.g., Salesforce)
• Market trend analysis
• Leadership and team coaching
• Communication and presentation skills
• Problem-solving and decision-making
• Adaptability in dynamic environments
• Financial product knowledge

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 parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives at J.P. Morgan locations
• Global mobility opportunities within J.P. Morgan Chase

JP Morgan Chase is an equal opportunity employer.