J.P. Morgan Wealth Management - Vice President - Project Manager - Advisor Growth Program

J.P. Morgan; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Vice President, Project Manager for their Advisor Growth Program. This pivotal role involves leading strategic initiatives to enhance advisor development, ensuring they are equipped to guide clients in achieving their financial goals. You will collaborate with senior management, oversee program components, and implement assessment strategies to drive meaningful change. If you are passionate about advisor development and thrive in a dynamic environment, this opportunity offers a chance to make a significant impact in the financial services sector.

Qualifications

• 6+ years of experience in project management within financial services.
• Strong leadership and organizational skills with attention to detail.

Responsibilities

• Lead assessment strategies to evaluate advisor development and performance.
• Manage the WMCP program and coordinate monthly assessment activities.

Skills

Project Management

Leadership

Communication

Analytical Skills

Excel Proficiency

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Job description

As part of the highly visible Advisor Growth Program team, you'll play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success.

This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.

Job Summary

As a Vice President, Project Manager for the Advisor Growth Program , you will be instrumental in shaping the development of our advisors, ensuring they are equipped to guide clients in reaching their financial goals. This role involves leading strategic initiatives, managing program components, and fostering advisor growth through comprehensive development activities.

Job Responsibilities

• Lead Overall Assessment Strategy: Design and implement a robust assessment strategy to evaluate advisor development and performance, ensuring alignment with client-focused goals.
• Execute Monthly Assessment Coordination: Coordinate monthly assessment activities, ensuring timely execution and accuracy, while collaborating with stakeholders to analyze data for continuous improvement.
• Consolidate and Publish Assessment Data: Consolidate and roll up all assessment data for inclusion in the Advisors Progress Reports each month, ensuring accurate and comprehensive reporting.
• Manage WMCP Program: Oversee the Wealth Management Certified Professional (WMCP) program, including monthly enrollments, review sessions, and communications, while tracking expenses and participant progress.
• Execute Community Impact Strategy: Partner with Community/Inclusive Investing teams to develop strategies that enhance community impact, fostering relationships with community partners to support program initiatives.
• Define AGP/Field Narrative: Develop and communicate the AGP narrative at national, divisional, and regional levels, ensuring consistent messaging that aligns with our mission to support individuals and families.
• Develop Quarterly AGP Newsletter: Create and distribute a quarterly newsletter to keep stakeholders informed of program updates and achievements, collaborating with internal teams to gather content and insights.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree in Business Administration, Finance, or a related field.
• A minimum of 6 years of experience.
• Proven experience in project management, within personal wealth management or financial services.
• Strong leadership and communication skills, with the ability to influence and collaborate with diverse teams.
• Excellent organizational and analytical skills, with a keen attention to detail.
• Proficiency in Excel
• Ability to manage multiple projects simultaneously and meet deadlines.
• Passion for advisor development and commitment to driving program success in helping clients achieve their financial goals.

Preferred Qualifications, Capabilities, and Skills

• Enthusiastic, self-directed, energetic, and personally motivated.