Help support programs that strengthen our business strategy and improve the advisor and client experience. J.P. Morgan Wealth Management is focused on helping investors achieve their long-term financial goals. Field Performance & Incentives supports programs that reinforce our business strategy and help ensure incentive programs are administered accurately and effectively. You will join a collaborative team where you can apply your financial, analytical, and process improvement experience while contributing to meaningful programs that support our advisors and clients.
As an Associate within the Field Performance & Incentives Programs Administration team, you will support the financial administration, reporting, and execution of key advisor programs. You will manage financial activity, analyze program data, support payments and reconciliations, and partner with Finance and other stakeholders to help ensure accurate execution. Your work will help strengthen financial controls, improve data quality, and provide clear reporting and insights to business leaders. You will also identify opportunities to simplify processes and develop more automated and scalable reporting solutions. This role provides an opportunity to combine financial management, analytics, controls, and process improvement while contributing to programs that support the advisor and client experience.
Job Responsibilities
- Manage the financial administration of key advisor programs, including calculating and validating payments, maintaining financial records, tracking program activity, and coordinating timely and accurate execution.
- Reconcile financial activity across multiple data sources, research discrepancies, validate calculations and payments, and partner with stakeholders to resolve exceptions.
- Partner with Finance, Controllers, Compensation, and other business stakeholders on financial transactions, payment activity, reconciliations, and related program requirements.
- Develop and maintain recurring financial and management reporting and analyze program activity, revenue, payments, trends, and exceptions to provide insights to business leaders.
- Maintain financial controls and supporting documentation to help ensure calculations, adjustments, approvals, and payments are accurate, appropriately documented, and reproducible.
- Identify opportunities to improve processes, data, and reporting through standardization, automation, and effective use of technology.
- Support broader program administration, analysis, issue resolution, and ongoing program enhancements in partnership with team members and business stakeholders.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree and a minimum of three years of experience in financial services, including Finance, Accounting, Compensation, Business Management, Operations, or a related field.
- Experience working with financial concepts and processes, including revenue, payments, reconciliations, financial reporting, or similar financial activities.
- Experience analyzing data, calculations, and business processes to identify issues and develop fact-based conclusions.
- Experience performing work that requires accuracy, attention to detail, and adherence to financial controls.
- Proficiency with Microsoft Excel and experience working with large or complex data sets.
- Experience managing multiple priorities, recurring deliverables, and time-sensitive activities.
- Experience managing work and issues from identification through resolution.
- Written and verbal communication skills, including experience explaining financial information clearly and concisely.
- Experience collaborating with Finance, business, or support functions.
- Ability to identify process improvement opportunities and assess how financial or operational processes can be improved.
- Ability to exercise appropriate judgment when handling sensitive financial, business, and compensation information.
Preferred Qualifications, Capabilities, and Skills
- Experience in financial reporting, financial planning and analysis, controllership, compensation, incentive administration, or financial operations.
- Experience developing or improving reconciliations, financial controls, and management reporting.
- Experience automating manual processes or developing scalable reporting solutions.
- Experience with SQL, Tableau, Alteryx, Python, Databricks, or similar analytical tools.
- Knowledge of Wealth Management products, advisor economics, or incentive compensation.
ABOUT USChase 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 TEAMOur 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.
