Chase · 3 hours ago
J.P. Morgan Wealth Management - Vice President, Field Performance and Incentives Strategy and Design
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$120K/yr - $191K/yr
6+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Vice President within the Field Performance and Incentives team, you will directly support the design and oversight of client pricing strategies, impacting the technology used by advisors and the pricing frameworks applied to client relationships.
BankingFinancial Services
Responsibilities
Develop presentations and executive materials for business executives and field leadership. Develop materials for national calls to educate the field on strategic changes [audience of 5000+]
Develop operating model and associated curriculum to educate the advisors and field leaders on pricing
Build out new and enhance existing reporting and associated coaching model for field leaders
Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
Own client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and projects may include:
Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
Define migration and cutover strategy for new tech initiatives
Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance
Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions
Qualification
Required
Bachelor's Degree
Minimum of 6 years in financial services industry, with a background in Finance or Management Consulting
Strong sense of responsibility and demonstrated history of end-to-end ownership
An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes
Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams
Excellent presentation and facilitation skills
Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset
Demonstrates intellectual curiosity and honesty – seeks out the truth and ground decisions in facts
Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics
Good judgment and discretion working with highly confidential information
Preferred
Strong understanding of Wealth Management products and services, as well as 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
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
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