JPMorganChase · 1 year ago
J.P. Morgan Wealth Management - Senior Associate, Executive Office of Client Transfers
Plano, TX
Full-time
Onsite
Mid, Senior Level
3+ years expJ.P. Morgan is one of the world's oldest and largest financial institutions, and they are seeking a Senior Associate for the Executive Office of Client Transfers. This role involves leading the delivery, execution, and analysis of client transfer programs while ensuring alignment with business strategy and improving client satisfaction.
FinanceBankingAsset ManagementFinancial Services
Responsibilities
Respond to field inquiries on the program, including process, policy, and reporting; communicate program and policy changes to leadership, managers, field, and support partners; maintain program overview materials and field call lists
Gather transfer requests and monitor for recent transfers; provide ongoing updates to Advisors and Managers while details are under review
Review evidence to classify each client situation. Confirm transfer classification with all partners and provide updates to Advisors and Managers after transfer finalization
Provide regular updates to Advisors and Managers; track transfers and coordinate revenue share review; submit revenue shares to the incentive system and coordinate with Finance and Controllers to execute economic arrangement across channels
Track breaks in prospecting guidelines; coordinate and follow-up on outcomes, including restricting referrals and managing the policy framework; prepare and manage Exception requests
Provide reporting and analytics on identified transfers and results, including flows, revenue, and assets; identify repeat trends of success or issues; publish monthly reporting to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership
Qualification
Required
Possess 3+ years of experience in financial services
Work directly with field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs including Teaming, Retirement, and Partnerships
Balance and deliver on multiple priorities; maintain a strong attention to detail and exercise a controls mindset
Demonstrate intellectual curiosity and honesty – seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity in a better place than it is today
Think analytically and stay grounded in data to understand and analyze complex business processes
Exhibit strong oral and written communication skills to influence at all levels; capable of concision and brevity
Require intermediate Microsoft PowerPoint, Word, and Excel skills
Self-motivate with a strong sense of responsibility and initiative
Exercise good judgment and discretion working with highly confidential information; our decisions can have a meaningful impact on Clients and Advisors and we treat each situation with respect
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
2026 (517)
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
2026-04-10
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