Chase · 1 day ago
J.P. Morgan Wealth Management - Vice President, Field Performance and Incentive Strategy
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$100K/yr - $165K/yr
6+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As the Field Performance and Incentive Strategy Vice President, you will play a pivotal role in shaping and executing advisor incentive strategies, designing innovative programs, and building analytics tools to enhance advisor performance.
BankingFinancial Services
Responsibilities
Drive the strategic design, implementation and execution of financial advisor compensation plans, scorecards and related policies and procedures in partnership with Business Leaders and key partners from Legal, Compliance, HR
Develop presentations and executive materials for senior leadership and field executives
Build and enhance reporting and coaching models for field leaders to drive advisor performance and productivity
Measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management
Review manual processes within the incentive ecosystem and defining process improvements, operating models, and requirements
Own documentation requirements related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities
Monitor industry trends and performing competitor/industry research, sharing insightful reports and analyses with the broader team
Close collaboration with Finance partners on related topics, such as compensation design modeling, budget and forecasting, and analytics
Measure and analyze our compensation programs efficacy: establish key metrics in partnership with HR Compensation; design, develop, and produce dashboards and presentations to share monthly progress with senior leadership
Qualification
Required
Bachelor's Degree
Minimum of 6 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HR
Able to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindset
Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts
Thinks analytically and logically to understand and analyze complex business processes
Strong oral and written communication skills; capable of concision and brevity to all types of audiences
Technically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills required
Strong sense of responsibility and demonstrated history of end-to-end ownership
Strong interpersonal and influencing skills; ability to build strong relationships
Good judgment and discretion working with highly confidential information
Preferred
Strong understanding of Wealth Management products and services, and fundamental business drivers
Benefits
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
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
Recent News
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