Job Description

Job Description

The Business Development Consultant Manager – Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic planning, execution oversight, and continuous improvement, ensuring that implementation objectives are met and business impact is maximized.

 

Key Responsibilities

• Lead, coach, and develop a team of 14 Implementation Specialists, fostering a culture of collaboration, accountability, and excellence.
• Oversee the planning and execution of various business development rollout activities, ensuring alignment with the national strategies and business priorities.
• Set clear goals, monitor team performance, and provide regular feedback to drive results.
• Partner with senior leaders, product, sales, and operations teams to coordinate implementation efforts and resolve escalated issues.
• Analyze adoption metrics, field feedback, and business outcomes to identify opportunities for process improvement and enhanced advisor/client experience.
• Ensure consistent delivery of training, support, and best practices across all markets.
• Prepare and present regular updates to senior stakeholders on progress, risks, and impact.
• Travel required 50% of the time. 

Qualifications

• Bachelor’s degree in Business, Finance, or related field; advanced degree preferred.
• 10+ years of experience in business development, sales management, project management, or implementation leadership within financial services.
• Proven experience leading high-performing teams and managing large-scale, cross-functional initiatives.
• Exceptional organizational, analytical, and problem-solving skills.
• Strong executive communication, presentation, and stakeholder management abilities.
• Deep understanding of financial products, services, and regulatory requirements.

 

Required Licensing

• A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
• If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

Skills

• Team leadership and coaching
• Strategic planning and execution
• Change management
• Data-driven decision making
• Executive-level communication and reporting
• Training program oversight

 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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.

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