JPMorganChase · 5 hours ago
J.P. Morgan Wealth Management - Field Integration Vice President- Experienced Advisor Leads Strategy
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid, Senior Level
$95K/yr - $155K/yr
5+ years expJ.P. Morgan Wealth Management is dedicated to helping investors achieve their long-term financial goals. As a Field Integration Vice President, you will support the interoperability of wealth channels and lead strategic initiatives to accelerate growth, working closely with various teams to design tools and enhance advisor capabilities.
Asset ManagementBankingFinancial Services
Responsibilities
Lead the design of a strategic leads routing program to deliver opportunities to experienced advisors in Chase Wealth Management
Work cross functionally to source lead opportunities
Collaborate with Product and Tech teams to support the design and enhancement of referral tools and capabilities
Support coordination efforts with leadership teams to discuss program progress and operations
Engage with field leaders to help drive strategy and program scalability
Help identify risks and escalate issues, contributing to solution-focused resolutions
Assist in building and managing reporting capabilities to track success metrics and suggest improvements
Support performance and reporting updates for key stakeholders
Build trust and rapport through interactions to support strategic initiatives
Qualification
Required
5+ years of experience in financial services or a related field
Strong communication skills (both written and verbal) with the ability to convey complex topics clearly
Ability to build relationships and work collaboratively with team members and stakeholders
Critical thinking skills and a willingness to learn and adapt in a dynamic environment
Detail-oriented with strong organizational and prioritization skills
Ability to work effectively in a team and contribute to achieving goals
Preferred
Experience in Wealth Management is a plus
Self-motivated with a commitment to continuous learning and professional development
Excel and PowerPoint proficiency 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
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
Company data provided by crunchbase