J.P. Morgan Wealth Management
2 days ago
Business Development Support ManagerShape 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 ResponsibilitiesExecute 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 CapabilitiesBachelor's degree in Business, Finance, or related field7+ 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 LicensingA 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.SkillsExecutive presentation and communication skillsChange managementCross-functional collaborationData analysis and reportingTraining and facilitationInvestment 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 INVESTEDInvestment 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 Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
-
J.P. Morgan Wealth Management
21 hours ago
Plano, Texas, United States JPMorganChase Full timeDescriptionThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a...
-
J.P. Morgan Wealth Management
2 weeks ago
Plano, Texas, United States JPMorgan Chase Full time $60,000 - $120,000 per yearThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
3 weeks ago
Plano, United States JPMorganChase Full timeJ.P. Morgan Wealth Management - Vice President, Lending Specialist 1 day ago Be among the first 25 applicants Job Description The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and...
-
J.P. Morgan Wealth Management
2 weeks ago
Plano, United States Chase Full timeClient Service LeaderThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions,...
-
J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorgan Chase Full timeLending SpecialistThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and...
-
J.P. Morgan Wealth Management
2 days ago
Plano, United States JPMorgan Chase Full timeBusiness Development Support ManagerShape 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...
-
Plano, Texas, United States JPMorganChase Full timeJOB DESCRIPTIONJoin the J.P. Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment. We assist clients and prospects with investment account service requests and inquiries over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality...
-
J.P. Morgan Wealth Management
4 days ago
Plano, United States Texas Staffing Full timeBusiness Development Support ManagerShape 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...
-
J.P. Morgan Wealth Management
45 minutes ago
Plano, United States JPMorgan Chase & Co. Full timeJob DescriptionThe . Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, . Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000...
-
Plano, United States JPMorgan Chase & Co. Full timeAt . Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusionAs an Unlicensed Investment Professional in . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors...