Customer Success Consultant Jobs at JPMorganChase with Visa Sponsorship
JPMorganChase hires Customer Success Consultants across its financial services, asset management, and corporate banking divisions. The company has an established visa sponsorship infrastructure, making it a realistic target for international candidates in client-facing and relationship management roles who need H-1B, E-3, or Green Card support.
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Get Access To All JobsJOB DESCRIPTION
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
- Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
- Manage timelines, and deliverables for field execution.
- Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor’s practice.
- Monitor progress, identify risks, and resolve issues that arise during implementation.
- Collect and analyze feedback from field teams and clients to inform continuous improvement.
- Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
- Bachelor’s degree in Business, Finance, or related field
- 7+ years of experience in business development, project management, sales management or implementation roles within financial services.
- Proven track record of managing complex projects and cross-functional teams.
- Strong organizational, analytical, and problem-solving skills.
- Excellent communication, presentation and stakeholder management abilities.
- Knowledge of financial products, services, and regulatory requirements.
- Experience in coaching Advisors or a sales team
- Travel required 50% of the time
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
- Executive presentation and communication skills
- Change management
- Cross-functional collaboration
- Data analysis and reporting
- Training and facilitation
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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.
JOB DESCRIPTION
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
- Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
- Manage timelines, and deliverables for field execution.
- Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor’s practice.
- Monitor progress, identify risks, and resolve issues that arise during implementation.
- Collect and analyze feedback from field teams and clients to inform continuous improvement.
- Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
- Bachelor’s degree in Business, Finance, or related field
- 7+ years of experience in business development, project management, sales management or implementation roles within financial services.
- Proven track record of managing complex projects and cross-functional teams.
- Strong organizational, analytical, and problem-solving skills.
- Excellent communication, presentation and stakeholder management abilities.
- Knowledge of financial products, services, and regulatory requirements.
- Experience in coaching Advisors or a sales team
- Travel required 50% of the time
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
- Executive presentation and communication skills
- Change management
- Cross-functional collaboration
- Data analysis and reporting
- Training and facilitation
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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.
See all 320+ Customer Success Consultant at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Consultant at JPMorganChase roles.
Get Access To All JobsTips for Finding Customer Success Consultant Jobs at JPMorganChase Jobs
Frame Your Experience Around Measurable Client Outcomes
JPMorganChase evaluates Customer Success Consultants on retention metrics and portfolio growth. Quantify client outcomes in your resume before applying, because their hiring managers screen for demonstrated impact on accounts, not just relationship management experience.
Target Business Lines With Dedicated Sponsorship Pipelines
Customer Success roles within JPMorganChase's Commercial Banking and Asset Management divisions have historically filed more LCAs with the DOL than newer business units. Focus your applications on these established divisions to land with a team that already runs sponsorship processes.
Clarify Your Visa Category Before the Offer Stage
JPMorganChase sponsors multiple visa types, so if you hold an E-3 or H-1B1 rather than a standard H-1B, raise your specific category early with the recruiter. Their immigration team handles each type differently, and waiting until the offer creates unnecessary delays.
Use Migrate Mate to Surface Open Customer Success Roles
JPMorganChase posts Customer Success Consultant openings across dozens of sub-entities and locations simultaneously. Use Migrate Mate to filter confirmed sponsorship-eligible positions and avoid applying to postings that fall outside their active sponsorship programs.
Prepare Your Specialty Occupation Documentation Early
USCIS requires proof that a Customer Success Consultant role qualifies as a specialty occupation under H-1B standards. Gather academic transcripts and evidence that your degree field directly maps to the client advisory work in the job description before your employer starts the petition.
Align Your Start Date With H-1B Cap and Processing Windows
If your role requires a cap-subject H-1B, USCIS selection happens in April for an October 1 start. Coordinate your offer acceptance timeline with JPMorganChase's immigration counsel so the petition is filed in the March registration window without missing the fiscal year deadline.
Customer Success Consultant at JPMorganChase jobs are hiring across the US. Find yours.
Find Customer Success Consultant at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Customer Success Consultants?
Yes, JPMorganChase sponsors H-1B visas for Customer Success Consultants. The company has an in-house immigration function that manages petitions across its business lines, including Commercial Banking and Asset Management. Sponsorship is not automatic with every offer, so confirm the specific role and division support your visa category before signing.
Which visa types does JPMorganChase commonly sponsor for Customer Success Consultant roles?
JPMorganChase sponsors H-1B, H-1B1, and E-3 visas for Customer Success Consultants, as well as immigrant visa pathways including EB-2 and EB-3 Green Cards for longer-tenured employees. Australian citizens should specifically ask about E-3 eligibility, which avoids the H-1B lottery and typically has a faster processing timeline.
How do I apply for Customer Success Consultant jobs at JPMorganChase?
You can browse open Customer Success Consultant roles on JPMorganChase's careers portal, filtering by division and location. Migrate Mate also surfaces these roles with sponsorship eligibility already verified, which saves time if you need to confirm the position supports your visa category before investing in a full application and interview process.
What qualifications does JPMorganChase expect for Customer Success Consultant roles?
JPMorganChase typically expects a bachelor's degree in finance, business, economics, or a related field for Customer Success Consultant positions. Client-facing experience in financial services, demonstrable account management skills, and familiarity with institutional or commercial banking products strengthen your candidacy. For visa purposes, your degree field should align with the specific responsibilities in the job description.
How do I know how long the sponsorship process will take at JPMorganChase?
Timeline depends on your visa category. E-3 and H-1B1 consular processing typically takes four to eight weeks after the employer files the Labor Condition Application with the DOL. Standard H-1B petitions run three to six months with USCIS, though premium processing cuts that to around 15 business days. JPMorganChase's immigration team will outline the specific timeline for your situation after an offer is extended.
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