JP Morgan Wealth Management- Practice Management Consultant ChicagoPlanoJersey City at JPMorganChase

DescriptionThis team provides practice management coaching and consultations with experienced financial advisors in one-on-one small group and large workshop settings identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice developing teaming arrangements utilizing business development accounts for marketing and client events cultivating organic referrals growing center of influence (COI) networks implementing effective digital marketing strategies on LinkedIn and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership helping them to upskill and coach advisors on these practice management behaviors.As the 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 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 settingsProvide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued long-term growthServe as a subject matter expert in leadership business management business development financial planning investments relationship management and service skillsDrive firm strategies and business development campaigns in the fieldPartner with home office and other field specialists as appropriate to assist advisors with significant client opportunities or situationsCreate strategic partnerships with divisional regional and market leadership to identify focus areas of opportunity and drive the adoption of initiatives to achieve business goalsDeliver effective communications to the field and various partners to drive awareness of new practice management initiatives and system updatesBuild training content including instructor-led training (ILT) decks quick tips and recorded videosThis role expects up to 25% travel often requiring overnight staysRequired qualifications skills and capabilities:6 years of experience in business development and sales experience in the wealth management industryProficiency 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 relationshipsAbility to effectively coach and educate advisors at varying levels of knowledge and experienceProven leadership experience and ability to take ownership effectively partnering with othersFoundational investment and product knowledge including unified managed accounts (UMA) alternative investments and dollar-cost averagingExceptional presentation and written skills with strong executive communications experienceSeries 7 Series 66 requiredPreferred qualifications skills and capabilities:CFP WMCP or other financial planning designations preferredRequired Experience:Contract Key Skills Project Management Methodology,Project / Program Management,Change Management,Order Management System,Business Analysis,Visio,Data Management,Project Management,Metadata,Management Consulting,Data Analysis Skills,Taxonomy Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 109250 - 172500