Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

JPMorgan JP Morgan Wealth Management - Vice President Sales Strategy Support 
United States, New York 
832697233

30.11.2024



As a Vice President in the Business Development Strategy and Support team, you will play a pivotal role in executing strategic initiatives to enhance advisor development and productivity. You will work across teams, serving as a strategic leader whose responsibilities may evolve based on business needs. This role requires a proactive approach to leadership, strong strategic thinking, executive presence, along with the ability to implement feedback and propose innovative solutions.

Job Responsibilities

  • Develop, lead, and execute strategic plans, collaborating with multiple stakeholders to enhance advisor and client engagement.
  • Spearhead the rollout of new technology tools, ensuring smooth integration and adoption across field teams.
  • Oversee project management activities, coordinating with various teams to ensure timely and successful implementation of initiatives.
  • Create and refine executive-ready presentations, ensuring they effectively communicate strategic insights and recommendations.
  • Conduct field training sessions to equip advisors and field leaders with the necessary skills and knowledge to leverage new tools and strategies.
  • Serve as a strategic leader, adapting to changing responsibilities and establishing trust and collaborative partnerships across all teams.
  • Work independently to identify business needs and propose innovative solutions that align with strategic goals.
  • Gather and implement feedback from various stakeholders to continuously improve processes and outcomes.
  • Provide execution support for key business priorities, ensuring timely and effective delivery of initiatives.
  • Build and maintain strong relationships across teams, actively participating in diversity initiatives and supporting the firm’s commitment to inclusion.

Required qualifications, capabilities, and skills

  • 5+ years of experience in financial services
  • Proven leadership skills with the ability to drive strategic initiatives and lead cross-functional teams.
  • Strong strategic thinking and problem-solving skills, with the ability to develop and execute complex initiatives.
  • Experience in supporting technology tool launches and project management.
  • Expertise in Microsoft PowerPoint and executive presentation development.
  • Ability to work independently and proactively identify business needs and solutions.
  • Excellent interpersonal skills, with the ability to collaborate across teams and adapt to changing roles and responsibilities.
  • Demonstrated ability to take direction from senior leadership and implement feedback effectively.
  • Strong organizational skills, detail-oriented, and comfortable managing a dynamic workload.
  • Self-motivated with a commitment to acquiring new knowledge and skills; continuously improving standards of work.
  • Bachelor’s degree required

Preferred qualifications, capabilities, and skills

  • Wealth management industry experience Preferred