JPM Wealth Management-Practice Management Consultant-Houston, TX

Next Frontier Capital; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Business Development Consultant to execute strategic initiatives and roll out new products and processes across the organization. You will bridge business development, sales, product, and operations to drive delivery and field adoption.

In this role you will manage cross-functional projects, coordinate training for sales teams, monitor progress, and collect feedback to inform continuous improvement. Travel expected up to 50% of the time.

Qualifications

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

Responsibilities

• Execute implementation of new business development strategies and products for Financial Advisors and Field Leaders.
• Manage timelines and deliverables for field execution.
• Coordinate and lead training and support for sales teams to ensure adoption of new technology and practices.
• Monitor progress, identify risks, and resolve issues during implementation.
• Collect and analyze feedback from field teams and clients for continuous improvement.
• Foster strong relationships with internal and external stakeholders to facilitate implementation.

Skills

Executive presentation

Change management

Cross-functional collaboration

Data analysis

Training and facilitation

Education

Bachelor’s degree in Business/Finance

Job description

The Business Development Consultant is 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 is required
• 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) is required. 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 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, 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.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Lead innovation in wealth management, launch strategic initiatives, empower teams, and deliver lasting impact for clients and the organization.