Wealth Management Growth & Implementation Lead

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Business Development Consultant to execute strategic initiatives and oversee rollout of new products, services, and processes across the organization.

The role bridges business development, sales, product, and operations, coordinating cross-functional teams, managing timelines, and supporting field adoption to achieve growth objectives. Frequent collaboration with Financial Advisors and Field Leaders is required, with travel up to 50%.

Qualifications

• 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.

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

Executive presentation

Change management

Cross-functional collaboration

Data analysis

Training facilitation

Education

Bachelor's degree in Business, Finance, or related field

Job description

JPMorgan Chase & Co. is seeking a Business Development Consultant to execute strategic initiatives and oversee rollout of new products, services, and processes across the organization.

The role bridges business development, sales, product, and operations, coordinating cross-functional teams, managing timelines, and supporting field adoption to achieve growth objectives. Frequent collaboration with Financial Advisors and Field Leaders is required, with travel up to 50%.