JPMorgan Chase - Plano, TX
posted 2 months ago
Full-time - Mid Level
Plano, TX
1,001-5,000 employees
Credit Intermediation and Related Activities
About the position
The J.P. Morgan Wealth Management (JPMWM) business is dedicated to assisting investors in achieving their long-term financial goals. This role within the Field Performance & Incentives Support team involves managing and processing incentive performance inquiries, ensuring data integrity, and collaborating with various stakeholders to improve processes and policies related to advisor compensation. The position requires attention to detail, analytical thinking, and strong communication skills to effectively address complex issues and enhance client experiences.
Responsibilities
- Manage and process incentive performance inquiries, exceptions, and error corrections.
- Communicate incentive request results/feedback to appropriate stakeholders efficiently and succinctly.
- Identify and take ownership of micro-level system/process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution.
- Analyze existing processes and inquiries to make recommendations for continuous improvement opportunities.
- Collaborate with business partners from other teams and functions across J.P. Morgan to improve processes, policies, and client experiences.
- Summarize and share qualitative feedback from the field; provide accurate/timely quantitative metrics regarding request volume, SLAs, and compensation impacts.
- Lead and/or actively participate in special programs and projects aligned to key Field Performance & Incentives priorities.
Requirements
- 3+ years of experience in financial services and background in Finance, Compensation, and/or HR.
- SQL experience, or ability and willingness to learn new technical skills.
- Strong understanding of Wealth Management products and services, and fundamental business drivers of our business.
- Able to work directly with field managers and Advisors to gather feedback, resolve issues, manage expectations, and deliver solutions on important matters.
- Able to balance multiple priorities with varying urgency and importance; has a strong attention to detail and approaches situations with a risk and controls mindset.
- Demonstrates intellectual curiosity and honesty - seeks out the truth and grounds decisions in the facts; genuinely interested in leaving each opportunity better than it is today.
- Thinks analytically and logically to understand and analyze complex business processes.
- Strong oral and written communication skills; capable of concision and brevity.
- Intermediate Microsoft PowerPoint, Word, and Excel skills are required; ability to learn new systems/workflows quickly and independently.
- Strong sense of responsibility, with demonstrated history of end-to-end ownership.
- Good judgment and discretion working with highly confidential information.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
