J.P. Morgan Wealth Management – Practice Management Consultant – Vice President
| Company | JP Morgan Chase |
|---|---|
| Location | Austin, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 5+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Foundational knowledge in a goals-based approach to investing
- Deep investment and product knowledge, and the ability to articulate complex investment ideas
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
- Series 7, Series 66 required
Responsibilities
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
- Build out useful advisor content and drive adoption of goals-based advice initiatives
- Deliver both one on one and workshop based presentations and training
Preferred Qualifications
- CFP preferred