JPMorganChase · 11 hours ago
J.P. Morgan Wealth Management - Field Integration Lead - Advisor Tools
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$147K/yr - $250K/yr
12+ years expJ.P. Morgan Wealth Management is committed to supporting clients throughout their wealth journey. The Field Integration Lead for Advisor Tools will prioritize and manage the roadmap for Advisor Tools, ensuring that tools and resources help advisors deepen client relationships and drive enterprise-wide adoption of productivity platforms.
Asset ManagementBankingFinancial Services
Responsibilities
Set the multi-year strategic roadmap and priorities for advisor productivity initiatives, ensuring alignment with firmwide digital transformation goals
Influence product roadmaps to align strategically to business objectives and ensure tools are built with advisor behavior and practice management fundamentals at the forefront
Own field testing, pilots and national roll outs, designing resources and training to drive adoption of new features while collecting feedback and partnering with product teams to continuously improve
Establish an executive-level governance forum to drive prioritization, risk assessments and cross-business coordination
Drive change management at scale—owning stakeholder engagement plans, executive communications, training frameworks and adoption metrics
Continuously evaluate emerging technologies to sustain competitive advantage and advisor satisfaction
Serve as a strong communicator, translating product and technology updates in a way that resonates with the advisors and leaderships
Qualification
Required
12+ years of experience in financial services, preferably wealth management. Client-facing sales experience is a plus
Proven track record of leading large-scale, multi-year technology and transformation programs
Experience working within or partnering closely with a product organization to define roadmaps, prioritize backlogs and drive agile delivery
Strong knowledge of wealth-management and advisor workflows and regulatory landscape
Familiarity with leading CRM platforms (Salesforce), BI/analytics tools (Tableau) and workflow-automation technologies
Demonstrated ability to influence C-suite and board-level stakeholders, translating complex technical concepts into business value
Exceptional communicator and collaborator, skilled at navigating complex organizational structures
Exceptional leadership presence, with experience building high-performing teams and developing talent
Bachelor's degree required
Preferred
MBA preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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