Vice President, Practice Management for Wealth Advisors

Testing Site - JPMC; Tulsa (OK); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors through practice management concepts and tools.

You will guide advisors to strengthen their business, coach through goals-based investing, and partner with regional leaders to drive adoption of initiatives. You will also deliver training, provide strategic input to regional plans, and act as a subject matter expert on Wealth Plan and client relationship systems, helping

Qualifications

• 5+ years broad business and sales experience in the wealth management industry.
• Proven leadership experience and ability to effectively partner with others.
• Ability to educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience.
• Foundational knowledge in a goals-based approach to investing.
• Deep investment and product knowledge, and the ability to articulate complex investment ideas.
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning.
• Exceptional written skills and strong executive communications experience.
• Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions.
• Series 7, Series 66 required

Responsibilities

• Deliver key practice management concepts and tools to financial advisors and field leadership
• Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
• Lead advisors in a Goals-Based Approach to Investing
• Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
• Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
• Become a subject matter expert on the Practice Management tools, products and capabilities – specificallyWealth Plan (WP) and client relationship system
• Build out useful advisor content and drive adoption of goals-based advice initiatives
• Deliver both one on one and workshop based presentations and training

Skills

Leadership

Coaching

Presentation skills

Executive communications

Client relationship management

Series 7

Series 66

Wealth management experience

Job description

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors through practice management concepts and tools.

You will guide advisors to strengthen their business, coach through goals-based investing, and partner with regional leaders to drive adoption of initiatives. You will also deliver training, provide strategic input to regional plans, and act as a subject matter expert on Wealth Plan and client relationship systems, helping