J.P. Morgan Wealth Management
2 weeks ago
Field Performance And Incentive Strategy Vice PresidentAt J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single dayguiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.The Field Performance & Incentive Strategy team connects advisor excellence to sustainable business results. Our Advisor compensation and incentive programs focus on productivity, transparency, and service to drive the right behaviors and deliver exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our Wealth Management franchise across four major business areas, including Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Personal Advisors (remote advice), and Online Investing.As the Field Performance and Incentive Strategy Vice President, you will play a pivotal role in shaping and executing our advisor incentive strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partnersincluding Finance, HR, Legal, Compliance, Technology, and our Advisor field forcewhile leading strategic initiatives that directly influence the most critical driver of advisor performance. You will design innovative incentive programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction. This role will report to the Head of JPMWM Incentive Strategy.Job Responsibilities:Drive the strategic design, implementation and execution of financial advisor compensation plans, scorecards and related policies and procedures in partnership with Business Leaders and key partners from Legal, Compliance, HR.Develop presentations and executive materials for senior leadership and field executives.Build and enhance reporting and coaching models for field leaders to drive advisor performance and productivity.Measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management.Review manual processes within the incentive ecosystem and defining process improvements, operating models, and requirements.Own documentation requirements related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities.Monitor industry trends and performing competitor/industry research, sharing insightful reports and analyses with the broader team.Close collaboration with Finance partners on related topics, such as compensation design modeling, budget and forecasting, and analytics.Measure and analyze our compensation programs efficacy: establish key metrics in partnership with HR Compensation; design, develop, and produce dashboards and presentations to share monthly progress with senior leadership.Required Qualifications, Capabilities, and Skills:Bachelor's DegreeMinimum of 6 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HRAble to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindsetDemonstrates intellectual curiosity and honesty seek out the truth and ground decisions in the factsThinks analytically and logically to understand and analyze complex business processesStrong oral and written communication skills; capable of concision and brevity to all types of audiencesTechnically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills requiredStrong sense of responsibility and demonstrated history of end-to-end ownershipStrong interpersonal and influencing skills; ability to build strong relationshipsGood judgment and discretion working with highly confidential informationPreferred qualifications, capabilities, and skills:Strong understanding of Wealth Management products and services, and fundamental business drivers
-
J.P. Morgan Wealth Management
3 weeks ago
New York, United States J.P. Morgan Full timeThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
2 weeks ago
New York, United States J.P. Morgan Full timeThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
2 days ago
New York, New York, United States Chase Full timeDescriptionThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000...
-
New York, United States Project Management Institute Full timeJ.P. Morgan Wealth Management – Vice President, CWM Business Project Manager Description J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments...
-
New York, United States JPMorgan Chase & Co. Full timeJ.P. Morgan Wealth Management (JPMWM)is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management...
-
New York, United States JPMorgan Chase Full timeSenior Associate, Strategy And Business OperationsJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal...
-
J.P. Morgan Wealth Management
5 days ago
New York, New York, United States JPMorgan Chase & Co. Full timeAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be...
-
New York, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West) role at JPMorgan Chase.Job DescriptionAt J.P. Morgan Chase, we are passionate about helping clients, caring for our employees, building relationships, and delivering exceptional...
-
New York, United States Chase Full timeVice President, CWM Business Project Management TeamJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal...
-
New York, United States JPMorgan Chase Full timeVice President, CWM Business Project Management TeamJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal...