J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Irvine, CA
Listed on 2026-01-13
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Business
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Finance & Banking
J.P. Morgan Wealth Management – Vice President, Business Development Consultant – Irvine, CA
Join to apply for the J.P. Morgan Wealth Management – Vice President, Business Development Consultant – Irvine, CA role at JPMorgan Chase .
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.
Base Pay Range$95,000.00/yr – $/yr
Job DescriptionAs 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 tools.
- 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 coaching Advisors or a sales team.
- Travel required 50% of the time.
- Valid and active Series 7 license secured within 60 days of employment.
- Valid and active Securities Industry Essentials (SIE) exam if registered after October 1, 2018.
- Valid and active Series 66 (or equivalent) and Life and Health Insurance license obtained within 60 days of starting.
- 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 is contingent on JPMorgan
Chase’s review of criminal conviction history.
- 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, a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), licensee in Florida.
About UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow.
Equal Opportunity Employer / Disability / VeteransWe are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for religious practices and mental or physical disability needs.
About The TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions.
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