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JOB DESCRIPTION
Step into the driver's seat as the Head of Strategy & Operations for our Global Platforms Business Office-you'll be at the heart of shaping and executing the technology vision that powers our global organization.
In this role, you will help to architect strategy, champion operational excellence, and elevate performance across every facet of our business.
You won't just set the direction-you'll roll up your sleeves to lead cross-functional initiatives, manage a dynamic portfolio, and ensure financial discipline that drives real results.
As the right hand to our Global Platforms CTO, you'll collaborate with regional Strategy & Planning, Finance, and key stakeholders worldwide, turning bold ideas into tangible impact.
Your leadership will be critical in translating vision into action, optimizing organizational effectiveness, and ensuring we operate at the top of our game.
Success in this fast-paced, high-impact environment requires flexibility and a global mindset.
You'll have the opportunity to travel-up to 20% of your time-to engage with executive leadership and support strategic priorities wherever they arise.
This position empowers you to shape global technology strategy, drive operational excellence, and deliver enterprise-level impact in direct partnership with executive leadership.
In this role, you will:
* Serve as the CTO's strategic advisor and trusted confidant, providing counsel on organizational priorities, strategic decisions, and complex business challenges
* Represent the CTO in critical technology forums, making executive decisions and driving alignment across stakeholders
* Engineer and execute the CTO's strategic technology agenda, removing barriers and accelerating delivery of key initiatives
* Synthesize and deliver executive-level technology presentations, briefings, and communications for leadership and Board audiences
* Orchestrate cross-functional technology programs and enterprise-wide initiatives, ensuring seamless execution and measurable outcomes
* Optimize organizational effectiveness by redesigning technology processes, communication flows, and decision-making frameworks
* Govern technology portfolio and project management standards, ensuring data integrity and resource optimization in Clarity PPM
* Direct operational excellence initiatives, leveraging KPIs and analytics to drive continuous improvement and technology scalability
* Oversee technology financial management, including planning, forecasting, spend control, and vendor contract governance
* Champion organizational transformation and change management, fostering collaboration and advancing technology talent strategy
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life i...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:04
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Missouri City, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:03
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
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...
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Type: Permanent Location: Thousand Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:03
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Quant / Portfolio Analytics Java Senior Lead Software Engineer at JPMorganChase within the Asset and Wealth Management Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Your role focuses on developing innovative digital tools that deliver an exceptional client experience, incorporate AI where appropriate, and establish a robust analytics framework to enable seamless cross-platform integration.
Job responsibilities
* Partner closely with the business to design and build, in an agile fashion, the next generation of client-facing platforms with an elevated user experience powered by robust portfolio analytics for our financial advisors
* Develop secure, high-quality production code; actively participate in code reviews and process improvements to ensure code quality and stability.
* Serve as a subject matter expert in quantitative analytics and market data integration
* Contribute to decisions influencing product design, application functionality, technical operations, and development processes.
* Utilize AWS services to build, deploy, and manage cloud-based applications.
* Influence peers and project decision-makers to adopt leading-edge technologies and best practices.
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering with 5+ years of applied experience
* Proven hands-on expertise in system design, application development, comprehensive testing, and maintaining operational stability
* Deep practical experience developing robust solutions using Java
* Experience building and maintaining applications on AWS, with solid knowledge of key AWS services such as EKS, ECS, Lambda, EMR, and S3
* Extensive experience working with both relational databases (Oracle, SQL Server, PostgreSQL) and NoSQL databases (DynamoDB, MongoDB)
* Proven ability to collaborate with business stakeholders to gather requirements, deliver new capabilities iteratively and seek feedbacks
* Exceptional problem-solving and strong attention to detail, with a proven capacity to investigate complex, time-sensitive analytics issues and proactively recommend solutions that drive continuous quality improvement.
* Excellent communication skills, with the ability to engage and influence senior stakeholders and work effectively within a team.
Preferred qualifications, capabilities, and skills
* Experience collaborating in Agile/Scrum development envi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:03
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Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:02
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
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...
....Read more...
Type: Permanent Location: Turlock, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:02
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Healthcare Services Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Healthcare Services Banking target space.
Specialized Industries bankers focus on companies in a specific industry with sales sizes ranging from $20 million to $2 billion
The Healthcare Services team is part of J.P.
Morgan's Commercial Bank in its Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 8+ years with above average performance results in a similar banking role or credit/lending related experience
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong creative solution and problem solving abilities
* Excellent business judgment and strategic thinking
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* Flexible to changing business priorities and ability to multitask
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is conting...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:02
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Description
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Manager within J.P.
Morgan Wealth Management, you are 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.
* 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, y...
....Read more...
Type: Permanent Location: Plantation, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:01
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If you are a driven and experienced Product Manager with a passion for CRM and the Markets business, we are looking for you.
JP Morgan is seeking a Vice President to lead the build-out of our CRM product within Digital Markets.
In this pivotal role, you will thrive in a dynamic, collaborative environment that values diversity and inclusion, while shaping the future of CRM platforms for our Markets business.
Job summary:
As a Vice President in Digital Markets, you will be at the forefront of shaping the CRM Platform that underpins our Markets business.
In this role, you will define and deliver the essential building blocks of our CRM solution, ensuring it is purpose-built to support the complex workflows and dynamic requirements of digital market sales.
You will be responsible for architecting CRM workflows that drive sales productivity, client engagement, and operational efficiency across the Markets organization.
This includes designing and optimizing processes for lead management, opportunity tracking, client onboarding, sales pipeline visibility, and post-trade client servicing.
Your work will ensure that sales teams have the tools and insights they need to build strong client relationships, respond quickly to market opportunities, and deliver exceptional service.
You will collaborate closely with sales, trading, technology, and operations teams to capture business requirements and translate them into scalable CRM features.
By leveraging data, automation, and AI-driven insights, you will enable seamless integration of CRM workflows with other digital platforms, ensuring a unified experience for users.
Your leadership will be instrumental in driving adoption, continuous improvement, and innovation within the CRM ecosystem, positioning JP Morgan as a leader in digital market sales.
Job responsibilities:
* Workflow Design: Develop and refine CRM workflows for lead generation, sales pipeline management, client onboarding, and post-trade support, tailored to the unique needs of digital market sales teams.
* Sales Enablement: Ensure the CRM platform empowers sales teams with real-time data, actionable insights, and automated processes to maximize efficiency and client impact.
* Integration: Architect seamless integration between CRM and other digital platforms, such as trading systems, analytics tools, and client portals, to provide a holistic view of client interactions and sales activities.
* User Experience: Champion intuitive, user-centric design that simplifies complex sales processes and enhances productivity for front-office teams.
* Continuous Improvement: Establish feedback loops with users to identify pain points, prioritize enhancements, and drive ongoing optimization of CRM workflows.
* Innovation: Incorporate AI, machine learning, and automation to streamline repetitive tasks, surface opportunities, and deliver predictive insights that support proactive sales strategies.
Required qualifications, ca...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:01
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Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Troy, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:01
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Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Southport, US-CT
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:00
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Consultant within J.P.
Morgan Wealth Management, you are 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, ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:00
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2026-02-09 07:20:00
-
J.P.
Morgan Wealth Management - Business Development Consultant
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Consultant within J.P.
Morgan Wealth Management, you are 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 DEPOSI...
....Read more...
Type: Permanent Location: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:59
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Rockville Centre, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:59
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Mineola, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:59
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:58
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:58
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Paramus, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:58
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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
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 h...
....Read more...
Type: Permanent Location: Del Mar, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:57
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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
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 h...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:57
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:57
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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
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 h...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:56
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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
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 h...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:56
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are 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 ...
....Read more...
Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-09 07:19:56
