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JPMorgan JP Morgan Wealth Management - Vice President 
United States, Ohio, Columbus 
545159116

Yesterday

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

  • Oversee AGP Advisor Performance : Monitor and evaluate the performance of AGP advisors to ensure alignment with divisional goals.
  • Coordinate Learning & Development Initiatives : Plan and implement learning and development programs to enhance the skills and capabilities of AGP advisors.
  • Communicate Program-Level Updates : Provide regular updates and reports on the AGP program to divisional leadership and other stakeholders.
  • Facilitate Cross-Functional Collaboration : Encourage and support collaboration between different functions within the division to enhance the development of AGP advisors.
  • Support Strategic Planning for AGP Development : Contribute to the strategic planning process for the development and growth of AGP advisors within the division.
  • Ensure Alignment with Divisional Objectives : Ensure that the development of AGP advisors aligns with the overall objectives and priorities of the division.
  • Lead Communication Efforts for Program Updates : Lead efforts to communicate important program updates and changes to AGP advisors and divisional leadership.

Required Qualifications, Capabilities, and Skills

  • 10+ years broad business experience, preferably in the wealth management industry
  • Proven leadership experience and ability to effectively partner with others.
  • Experience with practice management-related coaching, including business development, business management, and relationship management.
  • Exceptional writing skills and strong executive communications experience.
  • Strong presentation skills and ability to coach advisors to present effectively.
  • Series 7, Series 66 required.

Preferred Qualifications, Capabilities, and Skills

CFP®