JPMorgan Chase
JPM Wealth Management-Business Development Consultant-Houston, TX
Houston, TX · Full-time · Posted Sep 16, 2026
- Experience
- 7+ years; no alternatives stated.
- Education
- Bachelor’s degree in Business, Finance, or related field.
About the job
Executes and coordinates the rollout of business development strategies, products, services, and processes for Financial Advisors and Field Leaders, supporting adoption and growth across the organization.
What you'll do
- Manage implementation timelines and deliverables, monitor progress, and address risks and issues.
- Coordinate training and support to help sales and support teams adopt new technology and business development practices.
- Gather field and client feedback and work with internal stakeholders and external partners to improve implementation.
What they ask for
- Bachelor’s degree in Business, Finance, or a related field.
- 7+ years of experience in business development, project management, sales management, or implementation roles within financial services.
- Valid and active Series 7 and Series 66 (63/65); if registered after October 1, 2018, valid and active SIE also required. Life and Health Insurance license must be obtained within 60 days of starting.
- Proven experience managing complex projects and cross-functional teams; knowledge of financial products, services, and regulatory requirements; experience coaching Advisors or a sales team.
Model-written summary · the original posting is authoritative