J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President at JPMorgan Chase, Plano, TX
J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President at JPMorgan Chase in Plano, TX. Est. up to $100k. Apply with swipeandhired.
Join J.P. Morgan Wealth Management and help deliver a consistently excellent client experience through well-managed client transfers. You will work across advisors, field leaders, and key partners to strengthen program execution, elevate controls, and improve outcomes.
As a Vice President in the Wealth Management Partnership Program on the Sales Strategy Support team, you will lead execution, oversight, and continuous improvement of client transfer programs to align with business priorities and client needs. You will ensure operating routines and governance to ensure transfers are handled with professionalism, discretion, and strong risk and control discipline. You will provide timely, high-quality communication to field leaders, advisors, and cross-functional stakeholders from intake through finalization. You will identify emerging risks, escalate issues appropriately, and deliver practical solutions that improve client satisfaction and business outcomes.
Job responsibilities
- Lead day-to-day program execution and governance for client transfers, ensuring consistent application of policy, process, and documentation standards
- Establish operating cadence with partners and field leaders, including intake routines, prioritization, escalation paths, and program updates
- Resolve complex transfer cases by coordinating stakeholders, clarifying decision points, and ensuring timely resolution with appropriate controls
- Own program communications, including policy/process changes, field guidance, and maintenance of program overview materials and contact lists
- Drive data quality and case tracking, ensuring transfer records are complete, auditable, and aligned to classification and approval requirements
- Confirm transfer classifications with all relevant partners and communicate final outcomes to advisors and managers
- Manage revenue-share workflow end-to-end, including review coordination, submission to incentive systems, and partnership with Finance and Controllers to execute economic arrangements across channels
- Deliver reporting and analytics on transfers and results (e.g., flows, revenue, assets), translating insights into clear updates for managers and executives
- Identify operational, reputational, and control risks; escalate issues, document remediation actions, and track closure in partnership with key stakeholders
- Lead process improvement efforts, simplifying steps, reducing cycle time, and strengthening control points based on recurring pain points and root-cause analysis
- Coach and support junior team members through guidance, review, and knowledge sharing to raise consistency and execution quality
Required qualifications, capabilities, and skills
- Five years of professional work experience in program operations, sales support, client servicing, analytics, or a related role
- Demonstrated ability to manage multiple, concurrent priorities with strong attention to detail and deadlines
- Demonstrated ability to analyze complex processes using data and translate findings into clear actions and updates
- Strong written and verbal communication skills, including ability to communicate concisely to senior stakeholders
- Demonstrated sound judgment and controls mindset, including discretion when handling confidential client and advisor information
- Demonstrated ability to lead cross-functional coordination and drive work to closure through influence and follow-through
- Intermediate proficiency in Microsoft Excel, PowerPoint, and Word
Preferred qualifications, capabilities, and skills
- Experience in Wealth Management, advisor support, or client transfer programs
- Familiarity with incentive administration, revenue-share processes, or channel economics
Optional Additional Information
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorganChase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including Optional Practical Training (OPT) or Curricular Practical Training (CPT).