J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

As a Practice Management Consultant (PMC) National Branch on the  J.P. Morgan Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success. You will support the development of Financial Advisors by delivering Practice Management concepts and tools, fostering their growth, and helping them build successful and sustainable long-term behaviors.

 

Job Summary:

Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to ensure alignment with business goals.Coordinate Learning & Development Initiatives: Plan and implement programs to enhance the skills and capabilities of advisors.Communicate Program-Level Updates: Provide regular updates and reports on the AGP program to leadership and other stakeholders.Facilitate Cross-Functional Collaboration: Encourage collaboration between different functions within the business to enhance advisor development.Support Strategic Planning for AGP Development: Contribute to strategic planning for the growth of AGP advisors within the business.Deliver Key Practice Management Concepts: Provide coaching and training to advisors, helping them engage with clients using a goals-based approach to investing.Create Strategic Partnerships: Work closely with Regional Leads and operating committees to drive adoption of initiatives and achieve business goals.Become a Subject Matter Expert: Develop expertise in Practice Management tools, products, and capabilities, specifically Wealth Plan (WP) and client relationship systems.

Required Qualifications, Skills, and Capabilities:

A minimum of 5+ years of broad business experience 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, Skills, and Capabilities:

CFP® preferred.Foundational knowledge in a goals-based approach to investing.Deep investment and product knowledge, and the ability to articulate complex investment ideas.