JPM Wealth Management-Business Development Consultant - Walnut Creek/Sacramento, CA

Introduction:

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 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 I...