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 Wealth Management Referral Vice President you will be responsible for managing and overseeing 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), 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.
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Job responsibilities
- Design, build and implement a long-term scalable referral partnership between JPMorgan Private Client and JP Morgan Wealth Management
- X-LOB Leadership Coordination: Establish and manage regular updates with JPMWM and the Private Client leadership to discuss program progress, decision making, and overall operations
- Engagement with Field Leaders:Ongoing engagement with field leadership to drive strategy and scale program
- Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
- Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
- Serve 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 field
- Identify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement
- Coordinate performance and reporting updates for key stakeholders, including CAD Council and Business Practices forums
- Build 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
- At least 7 years of experience in financial services
- Exceptional communication skills (both written and verbal) and ability to clearly communicate complex topics in a succinct manner and tailor communications for different audiences
- Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
- Strong critical thinking and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
- Excellent 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 customer-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
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 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.