J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Atlanta, GA

JPMorgan Chase

3.3

(115)

Atlanta, GA

Why you should apply for a job to JPMorgan Chase:

  • 61% say women are treated fairly and equally to men
  • 77% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #210682364

    Position summary

    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.

    • 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

    Required qualifications, skills, and capabilities

    • 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

    Required Licensing

    • A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment

    • If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam

    • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

    Skills

    • Executive presentation and communication skills

    • Change management

    • Cross-functional collaboration

    • Data analysis and reporting

    • Training and facilitation

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    ABOUT US

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans

    ABOUT THE TEAM

    Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

    Why you should apply for a job to JPMorgan Chase:

  • 61% say women are treated fairly and equally to men
  • 77% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.