Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. 

As a Specialist on the Business Practices team- Field Performance and Incentives, you’ll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management.

Job Responsibilities

Issue Discovery and Investigation:  Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates.Risk Analysis:  Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes.Timely Escalation:  Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation.Record Keeping:  Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls.Team Collaboration:  Work closely with team members and cross-functional partners to address complex issues and deliver seamless support.Process Improvement:  Identify opportunities for process enhancements and contribute to the development of best practices for business practice management.Project Support:  Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency.Reporting:  Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making.

Required Qualifications, Capabilities, and Skills

Bachelor’s Degree in Finance, Business, Economics, or a related field.A minimum of 2 years of experience in financial services, client support, operations, or a related function.Exceptional attention to detail and commitment to delivering high-quality work.Strong written and verbal communication skills; ability to explain complex information clearly and professionally.Risk-oriented mindset with a passion for helping others and resolving issues.Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.Collaborative team player with strong interpersonal skills and discretion handling confidential information.

Preferred Qualifications, Capabilities, and Skills

Experience with sales practices or working in a wealth management environment.Proficiency in Excel and experience with inquiry tracking or case management systems.