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J.P. Morgan Wealth Management – Executive Director, Business Development Support Manager – Team Lead – New York, NY

Lead the strategic rollout of new financial products across multiple markets and teams
New York
Expert
16 hours agoBe an early applicant
JPMorgan Chase

JPMorgan Chase

A leading global financial services firm offering investment banking, asset management, and other financial and risk management products and services.

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Business Development Manager – Team Lead

The Business Development 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.

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J.P. Morgan Wealth Management – Executive Director, Business Development Support Manager – Team Lead – New York, NY
New York
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About JPMorgan Chase
A leading global financial services firm offering investment banking, asset management, and other financial and risk management products and services.