J.P. Morgan Wealth Management – Vice President – Practice Management Consultant
| Company | JP Morgan Chase |
|---|---|
| Location | Santa Clara, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- 10+ years of experience in business development and sales experience in the wealth management industry
- Proficiency in goals-based financial planning tools and delivery, Salesforce CRM, LinkedIn, business development, marketing, book segmentation, client engagement strategies, client-reporting tools and advisor teaming relationships
- Ability to effectively coach and educate advisors at varying levels of knowledge and experience
- Proven leadership experience and ability to take ownership effectively partnering with others
- Foundational investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging
- Exceptional presentation and written skills with strong executive communications experience
- Series 7, Series 66 required
Responsibilities
- Deliver foundational practice management concepts and tools to financial advisors and field leadership via one-on-one, small group and large workshop settings
- Provide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued, long-term growth
- Serve as a subject matter expert in leadership, business management, business development, financial planning, investments, relationship management and service skills
- Guide firm strategies and business development campaigns in the field
- Partner with home office and other field specialists as appropriate to assist advisors with significant client opportunities or situations
- Create strategic partnerships with divisional, regional and market leadership to identify focus areas of opportunity and drive the adoption of initiatives to achieve business goals
- Deliver effective communications to the field and various partners to drive awareness of new practice management initiatives and system updates
- Build training content including instructor-led training (ILT) decks, quick tips and recorded videos
- 50-70% travel, often requiring overnight stays
Preferred Qualifications
- CFP, WMCP, or other financial planning designations preferred