The 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 located across 3,500 branches and 20 offices. 

As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team, you will be responsible for managing initiatives aimed at growing and deepening Wealth Management’s relationship with affluent clients. You will oversee the end-to-end processes and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have strong attention to detail and experience working with a client-facing sales organization. In this role, you will be highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client. Your ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must have a strong operational mindset, be detail-oriented, and skilled at managing in a fast-paced environment.

Job responsibilities

Ensure the affluent strategy is aligned to JPMorgan Wealth Management and lead initiates to activate strategy with advisors and other client-facing Wealth Management partnersDesign, build and implement a long-term scalable referral partnership between JPMorgan Private Client and JP Morgan Wealth Management Establish and manage regular updates with JPMWM and the Private Client leadership to discuss program progress, decision making, and overall operationsConnect with Field Leaders: Ongoing engagement with field leadership to drive strategy and scale programsBalance the priorities and business objectives of both the Private Client business and the Wealth Management businessesIdentify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindsetServe as the business SME for referrals within JPMWM, partnering with Product and Tech to influence and design the tools required to support referral models, including updates to existing tools and the build of net new tools and capabilities on behalf of the fieldIdentify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement Coordinate performance and reporting updates for key stakeholders, including Change Impact and Business Practices forumsBuild trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives

Required qualifications, capabilities, and skills

A minimum of 7 years of experience in financial servicesExceptional communication skills (both written and verbal) and ability to clearly communicate complex topics in a succinct manner and tailor communications for different audiencesLeadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter expertsStrong critical thinking and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environmentExcellent collaboration and relationship management skills; ability to interact with colleagues at all levels and achieve goals without direct control over resources; adept at navigating complexity Ability to influence project teams in order to produce clear, well-designed, engaging field-facing tools and training – with the skills to adjust style/content for a variety of audiences, from executives to client-facing employees.Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment

Preferred qualifications, capabilities, and skills

Wealth Management experience preferred Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic