Wealth Management Practice Enablement Consultant

JPMorgan Chase & Co.; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Business Development Consultant to execute strategic initiatives and rollout new products, services, and processes across the organization. The role bridges business development, sales, product, and operations to drive delivery and field adoption.

You will lead cross-functional programs, manage timelines, train teams, monitor risks, and pursue continuous improvement while ensuring regulatory considerations are observed. Travel up to 50% may be required.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 7+ years of experience in business development, project management, 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

• 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.

Education

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

Job description

JPMorgan Chase & Co. in Houston seeks a Business Development Consultant to execute strategic initiatives and rollout new products, services, and processes across the organization. The role bridges business development, sales, product, and operations to drive delivery and field adoption.

You will lead cross-functional programs, manage timelines, train teams, monitor risks, and pursue continuous improvement while ensuring regulatory considerations are observed. Travel up to 50% may be required.