Job Description

Job Description

The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

As a Practice Management Consultant within the J.P. Morgan Wealth Management team, 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 and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice.  You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. 

Job Responsibilities

• Oversee AGP Advisor Performance : Monitor and evaluate the performance of AGP advisors to ensure alignment with divisional goals.
• Coordinate Learning & Development Initiatives : Plan and implement learning and development programs to enhance the skills and capabilities of AGP advisors.
• Communicate Program-Level Updates : Provide regular updates and reports on the AGP program to divisional leadership and other stakeholders.
• Facilitate Cross-Functional Collaboration : Encourage and support collaboration between different functions within the division to enhance the development of AGP advisors.
• Support Strategic Planning for AGP Development : Contribute to the strategic planning process for the development and growth of AGP advisors within the division.
• Ensure Alignment with Divisional Objectives : Ensure that the development of AGP advisors aligns with the overall objectives and priorities of the division.
• Lead Communication Efforts for Program Updates : Lead efforts to communicate important program updates and changes to AGP advisors and divisional leadership.

Required Qualifications, Capabilities, and Skills

• 10+ years broad business experience, preferably 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, Capabilities, and Skills

CFP ®

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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