Senior Strategic BD Consultant - Financial Services

Testing Site - JPMC; Arlington Heights (IL); Hybrid; USD 95,000 - 125,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Business Development Consultant to drive strategic initiatives and ensure successful rollout of new products, services, and processes across the organization.

You will bridge business development, sales, product, and operations to deliver projects and support field adoption. The role requires 7+ years of experience, a Bachelor’s degree in Business/Finance, and strong communication and stakeholder management skills.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 7+ years in business development, project management, sales management or implementation 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 coaching Advisors or a sales team.
• Travel required 50% of the time.

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.

Skills

Cross-functional collaboration

Project management

Analytical thinking

Communication

Stakeholder management

Coaching Advisors

Education

Bachelor's degree in Business/Finance or related field

Job description

J.P. Morgan Wealth Management is seeking a Business Development Consultant to drive strategic initiatives and ensure successful rollout of new products, services, and processes across the organization.

You will bridge business development, sales, product, and operations to deliver projects and support field adoption. The role requires 7+ years of experience, a Bachelor’s degree in Business/Finance, and strong communication and stakeholder management skills.