Wealth Management Practice Implementation Lead

JPMorganChase; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorganChase in the United States is seeking a Business Development Consultant to execute strategic initiatives and roll out new products, services, and processes across the organization.

You will bridge business development with sales, product, and operations, drive project delivery, and support field adoption to achieve growth objectives. Travel up to 50% and maintain required licensing.

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

Communication skills

Change management

Cross-functional collaboration

Data analysis

Training and facilitation

Education

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

Job description

JPMorganChase in the United States is seeking a Business Development Consultant to execute strategic initiatives and roll out new products, services, and processes across the organization.

You will bridge business development with sales, product, and operations, drive project delivery, and support field adoption to achieve growth objectives. Travel up to 50% and maintain required licensing.