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Management consultant • tulsa ok

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J.P. Morgan - Vice President - Practice Management Consultant

J.P. Morgan - Vice President - Practice Management Consultant

JPMorgan Chase & Co.Tulsa, OK, United States
[job_card.full_time]
The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.The PMC supports and guides Adviso...[show_more][last_updated.last_updated_30]
  • [promoted]
Consultant Senior Measurement Systems

Consultant Senior Measurement Systems

ONEOKTulsa, OK, United States
[job_card.full_time]
Leading midstream service provider.ONEOK is looking to add a Consultant - Measurement Systems to our Natural Gas Pipeline team! A successful candidate for this role will have at least 5 years of na...[show_more][last_updated.last_updated_variable_days]
Sales / Management Trainee

Sales / Management Trainee

Furniture RowTulsa, OK, US
[job_card.full_time]
Our Furniture Row Center in Tulsa, OK is now hiring!.Be part of a growing company where the only place to go is up! .Looking for: SALES/ MANAGEMENT TRAINEES.Available evenings, weekends, and holida...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Sales Management Trainee - Tulsa, OK

Sales Management Trainee - Tulsa, OK

VetJobsTulsa, OK, United States
[job_card.full_time]
ATTENTION MILITARY AFFILIATED JOB SEEKERS.Our organization works with partner companies to source qualified talent for their open roles.The following position is available to Veterans, Transitionin...[show_more][last_updated.last_updated_30]
  • [promoted]
Lead Project Management, Digital Engineering Solutions

Lead Project Management, Digital Engineering Solutions

CDM SmithTulsa, OK, United States
[job_card.full_time]
CDM Smith is seeking a project management lead to join our Digital Engineering Solutions team.Smith, we’re proud of our culture of innovation as an AEC firm that positively impacts the environment ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Manager of Security and Risk Management

Manager of Security and Risk Management

Omni Air InternationalTulsa, OK, United States
[job_card.full_time]
The Manager of Security and Risk Management is administratively and operationally accountable to the Director of Safety and serves as the primary Airline Operations Security Coordinator.This positi...[show_more][last_updated.last_updated_variable_days]
  • [new]
Change Management Analyst

Change Management Analyst

MaximusTulsa, US
[job_card.full_time]
Essential Duties and Responsibilities: - Analyze all new program requests, as well as changes to existing program operations.Develop, update, and complete impact assessments for all proposed change...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Litigation Consultant

Litigation Consultant

SedgwickTulsa, OK, United States
[job_card.full_time]
By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected.We invite you to grow your c...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Restaurant Management.

Restaurant Management.

Chick-fil-ATulsa, OK, United States
[job_card.full_time]
This could be entry level leadership, all the way to running the store and being compensated for it.The Lead Managers in our company is a leader who ensures excellence within a given area of the re...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Management Trainee

Management Trainee

Southeastern Freight LinesTulsa, OK, United States
[job_card.full_time]
As a Management Trainee, you will participate in our Operations Management Trainee Program.This is an entry level training position and consists of an intensive 16-week training program designed to...[show_more][last_updated.last_updated_30]
J.P. Morgan - Vice President - Practice Management Consultant

J.P. Morgan - Vice President - Practice Management Consultant

JPMorgan Chase Bank, N.A.Tulsa, OK, US
[job_card.full_time]
The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.The PMC supports and guides Adviso...[show_more][last_updated.last_updated_variable_days]
Director - Case Management

Director - Case Management

Healthcare Recruitment PartnersTulsa, OK, United States
[job_card.full_time]
The Director of Case Management provides strategic leadership and operational oversight for the Case Management department, aligning initiatives to deliver consistent clinical, service, and financi...[show_more][last_updated.last_updated_30]
Intern Project Management

Intern Project Management

Prism Electric, Inc.Tulsa, OK, US
[job_card.full_time]
Intern Project Management- Prism Electric.Join a Team That Powers Progress.Prism Electric is one of the most successful open-shop electrical contractors in the region, proudly serving Texas and Okl...[show_more][last_updated.last_updated_variable_days]
Manager - Project Management

Manager - Project Management

MIRATECH CorporationTulsa, OK, USA
[job_card.full_time]
[filters_job_card.quick_apply]
Director of Tech Services and Project Management.Engineering, Accounting, Production, Sales, Customers.The Manager of Project Management is responsible for the overall leadership, performance, and ...[show_more][last_updated.last_updated_variable_days]
Sales Consultant

Sales Consultant

MKO KONE Inc.Tulsa OK
[job_card.full_time]
Are you ready to make your next career move to join our team and manage your own local portfolio as a .Sales Consultant – Account Manager for KONE in the Tulsa/Broken Arrow, OK area.Have you built ...[show_more][last_updated.last_updated_30]
Sales Consultant

Sales Consultant

Don Thornton Volkswagen of TulsaTulsa, OK, US
[job_card.full_time]
We are looking for an Automotive Sales Associate to join our growing team! The right candidate will be ambitious, have excellent interpersonal skills, and the ability to meet and exceed goals.Day-t...[show_more][last_updated.last_updated_variable_days]
Key Management

Key Management

Napa FlatsTulsa, OK, US
[job_card.full_time]
Fun and Fast paced work environment.Paid time Off for eligible Employees.Insurance benefits for eligible Full Time Employees.Employee, Family and Friends Food Discounts.Opportunity for Fast advance...[show_more][last_updated.last_updated_30]
  • [promoted]
Coordinator of Crisis Intervention & Management

Coordinator of Crisis Intervention & Management

Tulsa Public SchoolsTulsa, OK, United States
[job_card.full_time]
Full Job Description: Coordinator of Crisis Intervention & Management.Tulsa Public Schools' existing salary schedules provide career increment adjustments based on education/experience and/or years...[show_more][last_updated.last_updated_variable_days]
Director, Wealth Management Services

Director, Wealth Management Services

BOK FinancialTulsa, OK, US
[job_card.full_time]
Wealth Management Operations; Bank Operations.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF,...[show_more][last_updated.last_updated_30]
J.P. Morgan - Vice President - Practice Management Consultant

J.P. Morgan - Vice President - Practice Management Consultant

JPMorgan Chase & Co.Tulsa, OK, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.

As the Practice Management Consultant on the . Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

Job Responsibilities:

  • Deliver key practice management concepts and tools to financial advisors and field leadership
  • Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
  • Lead advisors in a Goals-Based Approach to Investing
  • Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
  • Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
  • Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
  • Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
  • Build out useful advisor content and drive adoption of goals-based advice initiatives
  • Deliver both one on one and workshop based presentations and training

Required qualifications, capabilities, and skills:

  • 5+ years broad business and sales experience in the wealth management industry
  • Proven leadership experience and ability to effectively partner with others
  • Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
  • Foundational knowledge in a goals-based approach to investing
  • Deep investment and product knowledge, and the ability to articulate complex investment ideas
  • Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
  • Exceptional written skills and strong executive communications experience
  • Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
  • Series 7, Series 66 required

Preferred qualifications, capabilities, and skills:

  • CFP preferred
  • previous Advisor experience preferred