J.P. Morgan Wealth Management - Vice President, Field Performance and Incentive Strategy
Job Description
At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day-guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.
The Field Performance & Incentive Strategy team connects advisor excellence to sustainable business results. Our Advisor compensation and incentive programs focus on productivity, transparency, and service to drive the right behaviors and deliver exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our Wealth Management franchise across four major business areas, including Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Personal Advisors (remote advice), and Online Investing.
As the Field Performance and Incentive Strategy Vice President, you will play a pivotal role in shaping and executing our advisor incentive strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-including Finance, HR, Legal, Compliance, Technology, and our Advisor field force-while leading strategic initiatives that directly influence the most critical driver of advisor performance. You will design innovative incentive programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction. This role will report to the Head of JPMWM Incentive Strategy.
Job Responsibilities
- Drive 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.
- Develop presentations and executive materials for senior leadership and field executives.
- Build and enhance reporting and coaching models for field leaders to drive advisor performance and productivity.
- Measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management.
- Review manual processes within the incentive ecosystem and defining process improvements, operating models, and requirements.
- Own documentation requirements related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities.
- Monitor industry trends and performing competitor/industry research, sharing insightful reports and analyses with the broader team.
- Close collaboration with Finance partners on related topics, such as compensation design modeling, budget and forecasting, and analytics.
- Measure and analyze our compensation programs efficacy: establish key metrics in partnership with HR Compensation; design, develop, and produce dashboards and presentations to share monthly progress with senior leadership.
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Required Qualifications, Capabilities, and Skills:
- Bachelor's Degree
- Minimum of 6 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HR
- 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
- Thinks analytically and logically to understand and analyze complex business processes
- Strong oral and written communication skills; capable of concision and brevity to all types of audiences
- Technically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills required
- 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 qualifications, capabilities, and skills:
- Strong understanding of Wealth Management products and services, and fundamental business drivers
ABOUT US
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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion