J.P. Morgan Wealth Management - Vice President - Practice Management Consultant

This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies.

Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships.

You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.

Job Summary

As part of the highly visible Advisor Growth Program team, you will play a pivotal role in shaping advisor development and driving meaningful change.

Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success.

As a Practice Management Consultant (PMC) for the Advisor Growth Program, you will spend each day supporting the development of Private Client Advisors through the delivery of Practice Management concepts and tools.

Demonstrating strategic thought leadership, as well as delivery of best practices, you will leverage your deep understanding of practice management behaviors and strong analytical acumen to make informed decisions that deliver to each of our businesses.

If you are intellectually curious and have a passion for driving solutions across organizational boundaries, you may be the perfect fit for our team.

This position can be located anywhere in the Central South Division.

Job Responsibilities


* Monitor and evaluate the performance of AGP advisors to ensure alignment with divisional goals.


* Plan and implement learning and development programs to enhance the skills and capabilities of AGP advisors.


* Communicate Program-Level Updates by providing regular updates and reports on the AGP program to divisional leadership and other stakeholders.


* Facilitate Cross-Functional Collaboration by encouraging and supporting collaboration between different functions within the division to enhance the development of AGP advisors.


* Support Strategic Planning for AGP Development: Contribute to the strategic planning process for the development and growth of AGP advisors within the division.


* Ensure that the development of AGP advisors aligns with the overall objectives and priorities of the division.


* Lead efforts to communicate important program updates and changes to AGP advisors and divisional leadership.

Required Qualifications, Capabilities, and Skills


* 10+ years broad business experie...