JPM Wealth Management-Practice Management Consultant-Houston, TX
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What you'll do
- 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.
What they're looking for
- 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
- A valid and active Series 7 is required
- 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) is required. Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
The Business Development Consultant is responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job 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.
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 is required
- 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) is required. 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.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Company
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