Talent.com
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CAChase • Cupertino, CA, US
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA

Chase • Cupertino, CA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Business Development Support Manager

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.

As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.

Job Responsibilities

  • Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
  • Manage timelines, and deliverables for field execution.
  • Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
  • Monitor progress, identify risks, and resolve issues that arise during implementation.
  • Collect and analyze feedback from field teams and clients to inform continuous improvement.
  • Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.

Required Qualifications, Skills, and Capabilities

  • Bachelor's degree in Business, Finance, or related field
  • 7+ years of experience in business development, project management, sales management or implementation roles within financial services.
  • Proven track record of managing complex projects and cross-functional teams.
  • Strong organizational, analytical, and problem-solving skills.
  • Excellent communication, presentation and stakeholder management abilities.
  • Knowledge of financial products, services, and regulatory requirements.
  • Experience in coaching Advisors or a sales team
  • Travel required 50% of the time

    • Required Licensing

  • A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
  • If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63 / 65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

    • Skills

  • Executive presentation and communication skills
  • Change management
  • Cross-functional collaboration
  • Data analysis and reporting
  • Training and facilitation

    • Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    [job_alerts.create_a_job]

    President Management • Cupertino, CA, US

    [internal_linking.related_jobs]
    Travel Occupational Therapist (OT) - $2,193 per week in Santa Cruz, CA

    Travel Occupational Therapist (OT) - $2,193 per week in Santa Cruz, CA

    AlliedTravelNetwork • Santa Cruz, CA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Medical Solutions to find a qualified Occupational Therapist (OT) in Santa Cruz, California, 95065!. A facility in Santa Cruz, CA is seeking its next amazing OT (...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Host Healthcare • Santa Cruz, CA, US
    [job_card.full_time]
    Host Healthcare is seeking a travel Occupational Therapist for a travel job in Santa Cruz, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Synergy Medical Staffing • Santa Cruz, CA, US
    [job_card.permanent]
    Synergy Medical Staffing is seeking a travel Occupational Therapist for a travel job in Santa Cruz, California.Job Description & Requirements. Location : Santa Cruz, California.Shift : 5x8 Days, 0...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Vice President for Development

    Associate Vice President for Development

    InsideHigherEd • San Jose, California, United States
    [job_card.full_time]
    MPP, At-Will, Fundraising & Alumni Relations, Full Time, Telecommute eligible (work onsite as scheduled and / or as requested and telecommute as scheduled). The Associate Vice President (AVP) for Deve...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Santa Cruz, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $2,193 per week in Santa Cruz, CA

    Travel Occupational Therapist (OT) - $2,193 per week in Santa Cruz, CA

    Medical Solutions • Santa Cruz, CA, US
    [job_card.full_time]
    A facility in Santa Cruz, CA is seeking its next amazing OT (Occupational Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nati...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Cross-Sell Business Development-Payments-Vice President

    Cross-Sell Business Development-Payments-Vice President

    JPMorganChase • Palo Alto, CA, United States
    [job_card.full_time]
    Are you passionate about revenue growth and collaboration with business partners? This could be the right role for you! As a Business Development Representative on the Relationship Management (RM) ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist - $2,194 per week

    Travel Occupational Therapist - $2,194 per week

    Medical Solutions Allied • Santa Cruz, CA, United States
    [job_card.full_time]
    Medical Solutions Allied is seeking a travel Occupational Therapist for a travel job in Santa Cruz, California.Job Description & Requirements. We’re seeking talented healthcare professionals whose a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,677 to $2,021 per week in Santa Cruz, CA

    Travel Occupational Therapist (OT) - $1,677 to $2,021 per week in Santa Cruz, CA

    Fusion Medical Staffing • Santa Cruz, CA, US
    [job_card.full_time]
    Travel Occupational Therapist (OT).Facility in Santa Cruz, California.Fusion Medical Staffing is seeking a skilled Occupational Therapist for a 13-week travel assignment in Santa Cruz, California.A...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    CompHealth Inc. • Santa Cruz, CA, US
    [job_card.permanent]
    Occupational Therapist for a travel job in Santa Cruz, California.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.C...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Vice President - General Business

    Regional Vice President - General Business

    Elastic • Mountain View, CA, United States
    [job_card.full_time]
    Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale - unleashing the potential of businesses and people.The Elastic Search AI...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Payer Analytics Consultant

    Senior Payer Analytics Consultant

    Central California Alliance for Health • Scotts Valley, CA, United States
    [job_card.full_time] +1
    We have an opportunity to join the Alliance as a Senior Payer Analytics Consultant in the Payment Strategy Department.There are two positions that can be filled as a Senior Payer Analytics Consulta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Division Director - Mental Health

    Associate Division Director - Mental Health

    Jobot • Santa Cruz, CA, US
    [job_card.full_time]
    Leading Non-Profit | Sign on / Relo bonus! | Help grow new location!.This Jobot Job is hosted by : Kristin Lederer.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Consultant - Campbell, CA (Hiring Immediately)

    VP, Financial Consultant - Campbell, CA (Hiring Immediately)

    Charles Schwab • CAMPBELL, CA, US
    [job_card.full_time]
    Click the link below to review our Investment Professionals incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, help...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President of Business Development

    Vice President of Business Development

    Lisinski Law Firm, LLC • Dublin, CA, United States
    [job_card.full_time]
    Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases.We look at all possible options to keep our clients in the United States with t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,950 per week in Santa Cruz, CA

    Travel Occupational Therapist (OT) - $1,950 per week in Santa Cruz, CA

    AlliedTravelCareers • SANTA CRUZ, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Marvel Medical Staffing to find a qualified Occupational Therapist (OT) in SANTA CRUZ, California, 95065!. Specialty : Occupational Therapist.Location : SANTA CRUZ,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development Representative

    Business Development Representative

    Fortinet • Sunnyvale, CA, United States
    [job_card.full_time]
    Fortinet is the global leader in cybersecurity, delivering the most innovative and comprehensive security solutions to businesses of all sizes. With our industry-leading technology, we protect organ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Top-Tier Silicon Valley Role With Competitive Compensation, Bonuses & High Growth Potential

    Top-Tier Silicon Valley Role With Competitive Compensation, Bonuses & High Growth Potential

    HealthEcareers - Client • Scotts Valley, California, United States
    [job_card.full_time]
    Find a Career Where You Can Thrive—Not Just Another Job.At Schweiger Dermatology Group, we offer an opportunity to grow and excel in a supportive and dynamic environment. New York, New Jersey, Penns...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]