J.P. Morgan Wealth Management – Business Practices Specialist

JPMorganChase • Columbus, OH

1d

About The Position

Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. As a Specialist on the Business Practices team- Field Performance and Incentives, you’ll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management.

Requirements

• Bachelor’s Degree in Finance, Business, Economics, or a related field.
• A minimum of 2 years of experience in financial services, client support, operations, or a related function.
• Exceptional attention to detail and commitment to delivering high-quality work.
• Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
• Risk-oriented mindset with a passion for helping others and resolving issues.
• Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
• Collaborative team player with strong interpersonal skills and discretion handling confidential information.

Nice To Haves

• Experience with sales practices or working in a wealth management environment.
• Proficiency in Excel and experience with inquiry tracking or case management systems.

Responsibilities

• Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates.
• Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes.
• Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation.
• Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls.
• Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support.
• Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management.
• Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency.
• Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees