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JPMorgan Wealth Management Practice Management Consultant New at JPMorganChase
JPMorganChase
New Boston, NH
Finance
Posted 0 days ago
Job Description
DescriptionAs a Practice Management Consultant within the J.P. Morgan Wealth Management you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.The Practice Management Consultant (PMC)supports advisors and field leadershipby providing them with a strong foundation in Practice ManagementBehaviors of Business Development Business Management Financial Planning Investment Acumen Relationship Management and Service.Job Responsibilities:Deliver key practice management concepts and tools to financial advisors and field leadershipServe as a mentor and resource to advisors providing coaching and training so they can be the most effective advisors possibleDeliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updatesOperate as subject matter expert on the Practice Management tools products and capabilitiesDevelop and deliver useful advisor content and drive adoption of goals-based advice initiativesRequired qualifications skills and capabilities:6 years broad business and sales experience in the wealth management industryProven leadership experience and ability to effectively partner with othersFoundational knowledge in a goals-based approach to investingDeep investment and product knowledge and the ability to articulate complex investment ideasExperience with practice management related coaching including client contact strategies book segmentation implementing strong business processes and financial planningExceptional written skills and strong executive communications experienceSeries 7 Series 66 requiredPreferred qualifications skills and capabilities:CFPpreferredRequired 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 - 184000
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