JPMorgan JP Morgan Wealth Management - Vice President 

United States, Texas, Dallas 

682218510

As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP Morgan financial advisors with the delivery of practice management concepts and tools. You will support the growth of financial advisors by providing them with practice management concepts and tools. The Practice Management Consultant will guide advisors to enhance their businesses and deliver exceptional client experiences. You will guide advisors to strengthen their businesses by helping them deliver an exceptional client experience and be in a position for continued, long-term growth. You will help advisors develop a strong practice management foundation focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service.

Job 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
• This role expects 50-70% travel, often requiring overnight stays

Required qualifications, skills, and capabilities:

• 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

Preferred qualifications, skills, and capabilities:

• CFP, WMCP, or other financial planning designations preferred