Senior Business Growth Strategist, Wealth Management

Testing Site - JPMC; Paramus (NJ); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management is seeking a Business Development Consultant to drive strategic initiatives, manage cross-functional projects, and roll out new products and processes to Financial Advisors and Field Leaders.

In this role you will coordinate trainings, monitor progress, and analyze feedback to improve adoption and outcomes while traveling up to 50% of the time. A Series 7, SIE, Series 66 and Life/Health licenses may be required within 60 days.

Qualifikationen

• Bachelor’s degree in Business, Finance, or related field.
• 7+ years in business development, project management, sales management or implementation roles in 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.

Aufgaben

• Execute implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders with cross-functional teams.
• Manage timelines and deliverables for field execution.
• Coordinate and lead training and support for sales and support teams to drive adoption of new technology and processes.
• Monitor progress, identify risks, and resolve issues during implementation.
• Collect and analyze feedback from field teams and clients to inform improvements.
• Foster strong relationships with internal stakeholders and external partners to facilitate implementation.

Kenntnisse

Project management

Cross-functional collaboration

Stakeholder management

Data analysis

Executive communication

Sales experience

Ausbildung

Bachelor's degree in Business or Finance

Jobbeschreibung

J.P. Morgan Wealth Management is seeking a Business Development Consultant to drive strategic initiatives, manage cross-functional projects, and roll out new products and processes to Financial Advisors and Field Leaders.

In this role you will coordinate trainings, monitor progress, and analyze feedback to improve adoption and outcomes while traveling up to 50% of the time. A Series 7, SIE, Series 66 and Life/Health licenses may be required within 60 days.