Job Information
JPMorgan Chase J.P. Morgan Wealth Management - Strategic Initiatives Lead - Vice President in New York, New York
Our Advisor compensation and incentive programs reinforce our business strategy and drive appropriate Advisor behavior. Incentive compensation represents our single largest expense and is critical to recruiting, motivating, and retaining Advisors.
The Field Performance and Incentives team is responsible for end-to-end design and oversight of our incentive strategy, platform, and experience. We explore compensation design options that consider every aspect of our business, including advisor roles and responsibilities, advisor development and transitions, attraction and retention, business channel alignment, industry peers and benchmarks, regulatory and statutory requirements, client pricing and discounting, business practices and conduct, equitable opportunity, as well as connection to other J.P. Morgan communities including Investment Banking, Consumer Banking, and the Private Bank.
Job summary:
As the Strategic Initiatives Lead on the Field Performance and Incentives Team , you will own the end-to-end delivery of strategic initiatives working across a large group of partners and team members. The role will partner with other teams and the broader J.P. Morgan organization to deliver an intuitive, controlled, and seamless experience for all JPMWM clients and Advisors. The ideal candidate is comfortable leading large-scale initiatives, influencing change, and managing senior stakeholders. Additionally, this role will also help to drive our initiatives in areas such as pricing, discounting, equitable distribution, and business practices. This high exposure role will have a meaningful contribution to our ambitious business goals. This role will report directly to the JPMWM's Head of Field Performance and Incentives.
Job Responsibilities
Drive prioritization, implementation and measurement of key priorities, goals, and targets for the business that includes managing projects that impact Advisors and their management across multiple stakeholders
Drive strategic solutions to solve real-world client, Advisor, and operational challenges; build out multi-year product roadmap and translate strategy into actionable deliverables
Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration.
Own and prioritize system changes with coordination between our strategic objectives and technical requirements. Be a decision maker in determining trade-offs based on known considerations.
Work with technical teams aligned to Advisor Compensation and other areas to confirm the output delivered meets expectations; have a client-centric and Advisor-focused mindset to create thoughtful solutions.
Develop implementation project plans and collaborate cross-functionally with internal stakeholders to execute on them. Track project progress and report effectively on status, barriers, and changes. Identify risks and escalate issues quickly and appropriately.
Prepare executive reports, presentations and communications for variety of audience and constitutes including Senior Management and Leadership, among other stakeholders
Manage a large group of direct and indirect product team members, including product analysts, data owners, data architects, tech leads, agile leads, and engineering scrum teams.
Required qualifications, capabilities, and skills:
10+ years of experience in project management and/or strategic execution within the financial services industry, preferably in a wealth management or investments organizations
Able to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindset
Demonstrates intellectual curiosity and honesty - seek out the truth and ground decisions in the facts
Comfortable with ambiguity, ability to act independently, demonstrate leadership and take initiative based on a set of consistent principles. Works equally well within a dynamic and fast-paced team environment
Thinks analytically and logically to understand and analyze complex business processes
Strong oral and written communication skills; capable of concision and brevity
Strong interpersonal and influencing skills; adept at presenting to large and small groups, and has the ability to interact with colleagues and leaders at all levels and achieve goals.
Preferred qualifications, capabilities, and skills:
Good judgment and discretion working with highly confidential information
Strong sense of responsibility and initiative
Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $99,750.00 - $165,000.00 / year