Join the J.P. Morgan Wealth Management team and play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis of our client transfer programs, aligning our processes with business strategy and client needs. This role requires a strategic thinker who can manage transfer opportunities, coordinate with market leaders, resolve conflicts, and ensure professional handling of client transfers. Your commitment to improving client satisfaction and business outcomes is key.
As a Senior Associate in the Executive Office of Client Transfers within J.P. Morgan Wealth Management, you will play a pivotal role in ensuring that our transfer processes align with our business strategy and client needs. You will lead the delivery, execution, and analysis of our client transfer programs, working closely with field leaders, advisors, and other stakeholders to ensure that client transfers are handled with the highest professionalism and care. This role requires a strategic thinker with sound judgment who can handle multiple priorities and is committed to improving client satisfaction and business outcomes.
Want more jobs like this?
Get Software Engineering jobs in Plano, TX delivered to your inbox every week.
Job responsibilities
- Respond to field inquiries on the program, including process, policy, and reporting; communicate program and policy changes to leadership, managers, field, and support partners; maintain program overview materials and field call lists.
- Gather transfer requests and monitor for recent transfers; provide ongoing updates to Advisors and Managers while details are under review.
- Review evidence to classify each client situation. Confirm transfer classification with all partners and provide updates to Advisors and Managers after transfer finalization.
- Provide regular updates to Advisors and Managers; track transfers and coordinate revenue share review; submit revenue shares to the incentive system and coordinate with Finance and Controllers to execute economic arrangement across channels.
- Track breaks in prospecting guidelines; coordinate and follow-up on outcomes, including restricting referrals and managing the policy framework; prepare and manage Exception requests.
- Provide reporting and analytics on identified transfers and results, including flows, revenue, and assets; identify repeat trends of success or issues; publish monthly reporting to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership.
Required qualifications, capabilities, and skills
- Possess 3+ years of experience in financial services
- Work directly with field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs including Teaming, Retirement, and Partnerships
- Balance and deliver on multiple priorities; maintain a strong attention to detail and exercise a controls mindset
- Demonstrate intellectual curiosity and honesty - seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity in a better place than it is today
- Think analytically and stay grounded in data to understand and analyze complex business processes
- Exhibit strong oral and written communication skills to influence at all levels; capable of concision and brevity
- Require intermediate Microsoft PowerPoint, Word, and Excel skills
- Self-motivate with a strong sense of responsibility and initiative
- Exercise good judgment and discretion working with highly confidential information; our decisions can have a meaningful impact on Clients and Advisors and we treat each situation with respect
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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.