J.P. Morgan Wealth Management Vice President, Business Development Consultant Boca Raton, FL

Description

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 Advisors 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

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

INVESTMENT AND INSURANCE PRODUCTS ARE :

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF OR GUARANTEED BY JPMORGAN CHASE BANK N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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 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.

Required Experience :

Exec

Key Skills

Change Management,Financial Services,Growing Experience,Managed Care,Management Experience,Analysis Skills,Senior Leadership,Performance Management,Process Management,Leadership Experience,negotiation,Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1