JPMorganChase · 2 days ago
J.P. Morgan Wealth Management – Associate, Field Performance and Incentive Strategy
New York, NY
Full-time
Onsite
Mid Level
$71K/yr - $115K/yr
3+ years expJ.P. Morgan Wealth Management is a leading financial services firm that helps families achieve their financial goals. The Associate on the Field Performance & Incentive Strategy team will design, implement, and analyze advisor incentive programs, collaborating with various stakeholders to enhance advisor performance and client satisfaction.
Asset ManagementBankingFinancial Services
Responsibilities
Support 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
Assist in developing presentations and executive materials for senior leadership and field executives
Contribute to building and enhancing reporting and coaching models for field leaders to drive advisor performance and productivity
Help measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management
Participate in reviewing manual processes within the incentive ecosystem and help define process improvements, operating models, and requirements
Assist in preparing documentation related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities
Conduct industry and competitor research, sharing insights and analyses with the broader team
Collaborate closely with Finance partners on topics such as compensation design modeling, budget and forecasting, and analytics
Support the development and production of dashboards and presentations to share monthly progress with senior leadership
Qualification
Required
Bachelor's Degree
Minimum of 3 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HR
Ability to balance multiple priorities; strong attention to detail and a control-oriented mindset
Demonstrates intellectual curiosity and honesty—seeks out the truth and grounds decisions in facts
Analytical and logical thinker, able to understand and analyze complex business processes
Strong oral and written communication skills; capable of concision and brevity for all types of audiences
Technically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills
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
Understanding of Wealth Management products and services, and fundamental business drivers
Experience using Microsoft Excel, PowerPoint, and other analytical applications
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
2026-01-22
Private Banker International
2026-01-19
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