VP, Wealth Management Growth & Strategy

Testing Site - JPMC; Del Mar (CA); Vor Ort; USD 110.000 - 150.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management seeks a Business Development Consultant to drive strategic initiatives, coordinate cross-functional teams, and ensure successful rollout of new products and processes across the organization.

You will bridge business development, sales, product and operations, delivering projects on time, coaching Advisors, and supporting field adoption while traveling up to 50% of the time.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Executive presentation

Cross-functional collaboration

Data analysis

Stakeholder management

Communication skills

Sales/Advisors coaching

Travel coordination

Ausbildung

Bachelor’s degree in Business/Finance

Jobbeschreibung

J.P. Morgan Wealth Management seeks a Business Development Consultant to drive strategic initiatives, coordinate cross-functional teams, and ensure successful rollout of new products and processes across the organization.

You will bridge business development, sales, product and operations, delivering projects on time, coaching Advisors, and supporting field adoption while traveling up to 50% of the time.