JPMorganChase · 3 weeks ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid Level
3+ years expJ.P. Morgan Wealth Management is committed to providing best-in-class service to financial advisors. The Field Performance & Incentives Specialist will support advisor inquiries and collaborate with cross-functional partners to ensure timely and accurate resolution of complex issues.
Asset ManagementBankingFinancial Services
Responsibilities
Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism
Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders
Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls
Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support
Identify process improvement opportunities and contribute to the development of best practices for inquiry management
Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency
Qualification
Required
Bachelor's Degree in Finance, Business, Economics, or a related field
3+ years of experience in financial services, client support, operations, or a related function
Exceptional attention to detail and commitment to delivering high-quality work
Strong written and verbal communication skills; ability to explain complex information clearly and professionally
Service-oriented mindset with a passion for helping others and resolving issues
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment
Collaborative team player with strong interpersonal skills and discretion handling confidential information
Preferred
Experience supporting financial advisors or working in a wealth management environment
Familiarity with incentive programs, credited revenue, or net new money processes
Proficiency in Excel and experience with inquiry tracking or case management systems
Benefits
Comprehensive health care
Retirement savings
Backup childcare
Tuition reimbursement
Mental health support
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
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