Strategic Wealth BD Leader & Change Catalyst

Testing Site - JPMC

Austin (TX)

On-site

USD 95,000 - 125,000

Full time

14 days+

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Job summary

J.P. Morgan Wealth Management in Austin, TX is seeking a Business Development Support Manager to drive strategic initiatives across the organization and ensure successful rollout of new products and processes.

You will bridge business development, sales, product, and operations, lead cross‑functional teams, and support field adoption to achieve growth.

The role emphasizes project delivery, stakeholder management, and delivering measurable results for clients and advisors.

Qualifications

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

Responsibilities

  • Implement new business development strategies and products for Financial Advisors with cross‑functional teams.
  • Manage timelines and deliverables for field execution.
  • Coordinate training and support for sales teams to drive 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 relationships with internal stakeholders and external partners to enable implementation.

Skills

Executive presentation
Change management
Cross-functional collaboration
Data analysis
Training and facilitation
Stakeholder management
Communication

Education

Bachelor's degree in Business/Finance

Job description

J.P. Morgan Wealth Management in Austin, TX is seeking a Business Development Support Manager to drive strategic initiatives across the organization and ensure successful rollout of new products and processes.

You will bridge business development, sales, product, and operations, lead cross‑functional teams, and support field adoption to achieve growth.

The role emphasizes project delivery, stakeholder management, and delivering measurable results for clients and advisors.

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