Chase · 1 month ago
J.P. Morgan Private Client Vice President – Wealth Management Partnership Program Lead
201 N Walnut St, Wilmington, DE, 19801, US
Full-time
Onsite
Mid, Senior Level
$120K/yr - $155K/yr
6+ years expChase is a financial services provider that offers a relationship-based experience through J.P. Morgan Private Client. The role involves leading the Wealth Management Partnership Program, operationalizing wealth referrals, and collaborating with stakeholders to enhance client investment strategies.
BankingFinancial Services
Responsibilities
Manage the Wealth Advisor Partnership Program to operationalize a scalable referral model with coverage across all JPMPC markets to drive acquisition and deepening on behalf of Relationship Managers
Design a comprehensive Advisor/Relationship Manager behavioral playbook that encompasses the client lifecycle from prospect identification to wealth planning, onboarding and account opening, through servicing and deepening
Manage pilot test strategies to understand how to drive more integrated partnerships that drive business results e.g. Co-located Advisors/Relationship Managers, Lead testing of existing clients, and referrals to Advisors in different affluent channels (e.g. Financial Centers)
Partner with D&A across JPMPC and CWM to align on lead strategies and One JPMC insights that grow Relationship Managers and Advisors opportunity pipelines
Oversee the success of the wealth referral model and dissect performance metrics, gaps in product offerings (e.g. liquidity solutions) and opportunities for further training in partnership with Learning and Development
Liaise with all JPMPC Office Field Leaders to understand market specific needs, intake feedback, and address solutions accordingly
Collaborate with Chase Wealth Management Sales Strategy and Content Development teams to prepare robust thought leadership content (e.g. weekly emails, articles and webinars) to share with Relationship Managers and their clients
Work with appropriate partners to establish necessary controls, tracking and reporting of referrals to and from Chase Wealth Management
Qualification
Required
At least 6 years in directly relevant fields (i.e., financial services and/or sales) experience with a strong consultative and project management background
Able to design and operationalize business strategies and processes that can be tracked, measured and that adhere to all applicable controls
Exceptional communication skills, effective in presenting recommendations to senior management and capable of partnering with multiple stakeholders
Proactive; takes initiative to identify solutions; executes with a sense of urgency
Excellent relationship management skills and ability to navigate a large, complex organization
Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results
Experience anticipating and proactively addressing senior management concerns
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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