JPMorgan JP Morgan Wealth Management - Practice 

United States, Texas, Austin 

388453596

The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

Job 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

Required qualifications, skills, and capabilities:

• 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

Preferred qualifications, skills, and capabilities:

• CFP preferred