J.P. Morgan Wealth Management - Vice President, Field Performance and Incentive Strategy jobs in United States
cer-icon
Apply on Employer Site
company-logo

JPMorganChase · 1 day ago

J.P. Morgan Wealth Management - Vice President, Field Performance and Incentive Strategy

JPMorganChase is a leading financial services firm that helps clients achieve their financial goals through a broad range of products. The Vice President of Field Performance and Incentive Strategy will shape and execute advisor incentive strategies, collaborate with cross-functional partners, and drive initiatives that enhance advisor performance and client satisfaction.

Asset ManagementBankingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

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

Financial services experienceCompensation designData analysisMicrosoft PowerPointMicrosoft ExcelWealth Management knowledgeAnalytical thinkingCommunication skillsInterpersonal skillsAttention to detail

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

Company

JPMorganChase

company-logo
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.

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

leader-logo
Allison Beer
CEO of Card Services and Connected Commerce
linkedin
leader-logo
Dan Mendelson
CEO, Morgan Health
linkedin
Company data provided by crunchbase