Management Consultant Jobs at JPMorganChase with Visa Sponsorship
JPMorganChase hires Management Consultants across its global banking, asset management, and corporate strategy divisions. The firm has a well-established visa sponsorship process for this function, supporting candidates through H-1B, E-3, and Green Card pathways as part of structured corporate hiring.
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JOB DESCRIPTION
The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual 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.
As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you 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. The PMC 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.
Job Responsibilities:
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Matter Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
- Build out useful advisor content and drive adoption of goals-based advice initiatives
- Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills:
- 5+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Foundational knowledge in a goals-based approach to investing
- Deep investment and product knowledge, and the ability to articulate complex investment ideas
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
- Series 7, Series 66 required
Preferred qualifications, capabilities, and skills:
- CFP preferred
- previous Advisor experience preferred
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
The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual 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.
As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you 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. The PMC 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.
Job Responsibilities:
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Matter Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
- Build out useful advisor content and drive adoption of goals-based advice initiatives
- Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills:
- 5+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Foundational knowledge in a goals-based approach to investing
- Deep investment and product knowledge, and the ability to articulate complex investment ideas
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
- Series 7, Series 66 required
Preferred qualifications, capabilities, and skills:
- CFP preferred
- previous Advisor experience preferred
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 926+ Management Consultant at JPMorganChase jobs
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Get Access To All JobsTips for Finding Management Consultant Jobs at JPMorganChase Jobs
Align your credentials to specialty occupation standards
USCIS requires Management Consultant roles to qualify as specialty occupations, meaning a specific bachelor's degree field must be a standard requirement. Document how your degree in finance, economics, or business strategy directly maps to the consulting work JPMorganChase will describe in your offer letter.
Target JPMorganChase's corporate strategy and transformation teams
JPMorganChase hires Management Consultants most actively within its Corporate and Investment Bank and firmwide transformation programs. Applying through these divisions, rather than generalist postings, puts you in front of hiring managers who routinely work with immigration counsel on international candidates.
Browse open roles using Migrate Mate
Migrate Mate filters JPMorganChase job listings by visa sponsorship eligibility, so you can identify which Management Consultant postings are realistically accessible before investing time in applications. Narrowing your search this way saves weeks of effort targeting roles that won't move forward.
Understand how E-3 sponsorship differs from H-1B at large banks
If you're an Australian citizen, JPMorganChase can file your E-3 petition year-round with no lottery. Unlike H-1B, there's no cap constraint, so your start date is tied to LCA certification from DOL and consular appointment availability rather than an annual selection cycle.
Clarify Green Card sponsorship intent before accepting an offer
JPMorganChase supports EB-2 and EB-3 Green Card sponsorship for Management Consultants, but PERM labor certification timelines typically begin after a defined tenure. Ask your recruiter directly whether the team has a policy on initiating PERM, so you're not surprised by a multi-year wait.
Prepare for JPMorganChase's internal immigration process timeline
Large financial institutions run immigration requests through centralized legal teams, which adds internal processing time before USCIS ever sees your petition. Budget at least four to six weeks between a signed offer and your I-129 filing, and confirm whether your team uses H-1B premium processing by default.
Management Consultant at JPMorganChase jobs are hiring across the US. Find yours.
Find Management Consultant at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Management Consultants?
Yes, JPMorganChase sponsors H-1B visas for Management Consultant roles. The firm processes petitions through its centralized immigration legal team, which handles the Labor Condition Application filing with DOL and the subsequent I-129 petition with USCIS. Because JPMorganChase is a large employer, H-1B cap-subject petitions are subject to the annual lottery in April, so timing your offer accordingly matters.
How do I apply for Management Consultant jobs at JPMorganChase?
Applications go through JPMorganChase's careers portal at jpmorganchase.com/careers. Search for Management Consultant or Strategy Analyst roles filtered by business division. Migrate Mate also surfaces JPMorganChase Management Consultant openings tagged by visa sponsorship eligibility, which is useful if you want to confirm a role supports your specific visa type before applying.
Which visa types does JPMorganChase commonly use for Management Consultant roles?
JPMorganChase uses H-1B most frequently for Management Consultants, but also sponsors E-3 visas for Australian citizens and H-1B1 visas for citizens of Singapore and Chile. For candidates on a longer path, the firm supports EB-2 and EB-3 Green Card sponsorship through PERM labor certification after an employee establishes tenure in the role.
What qualifications does JPMorganChase expect for Management Consultant roles?
JPMorganChase typically looks for a bachelor's degree in finance, economics, business, or a related quantitative field, often supplemented by an MBA for senior-level consulting positions. Practical experience in financial services strategy, operational transformation, or data-driven process improvement within banking or investment management is weighted heavily over generalist consulting backgrounds.
How do I plan my timeline if JPMorganChase is sponsoring my H-1B?
H-1B cap-subject petitions can only be filed in April for an October 1 start date, meaning you need a signed offer well before the registration window opens in March. JPMorganChase's internal legal team needs several weeks to prepare the LCA and petition, so a February or early March offer is the realistic minimum to hit that cycle without needing a one-year wait.
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