J.P. Morgan Wealth Management - Vice President - Business Practices Team Lead

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 Team Lead on the Business Practices team - Field Performance & Incentives, you will oversee a team of associates, guiding day-to-day operations and ensuring high standards of service. You will manage Business Practices escalations, host monthly forums with executive leaders, and partner with cross-functional stakeholders to mitigate potential issues. Your leadership will directly support the strategic objectives of J.P. Morgan Wealth Management.

Requirements

• Bachelor’s Degree in Finance, Business, Economics, or related field.
• Minimum 4 years’ experience in financial services, management consulting, client support, operations, or related function, including at least 1 year in a supervisory or team lead role.
• Demonstrated ability to lead and develop teams, with a focus on service excellence and continuous improvement.
• Strong analytical and problem-solving skills; highly curious and process-oriented.
• Exceptional attention to detail and commitment to high standards.
• Outstanding written and verbal communication skills; adept at presenting to diverse audiences.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset, strong interpersonal skills, and discretion with confidential information.

Nice To Haves

• Experience with sales practices or working in a wealth management environment.
• Experience preparing reports and presentations for senior leadership.

Responsibilities

• Lead and Develop Talent: Supervise, mentor, and inspire a team of associates, fostering a culture of curiosity, accountability, and high performance. Provide ongoing coaching and professional development to ensure consistent, high-quality service.
• Drive Issue Discovery and Resolution: Oversee the identification and tracking of potential sales practice challenges, ensuring thorough investigation and timely resolution. Act as the escalation point for complex or high-priority matters.
• Strategic Partnership: Collaborate closely with Field Leadership, Supervisory Managers, and internal partners to conduct end-to-end analysis of business risks and controls, uncovering root causes and recommending actionable solutions.
• Process Excellence: Monitor team performance, analyze key metrics, and implement process improvements to enhance efficiency and effectiveness.
• Communication and Reporting: Prepare and present clear, concise reports, summaries, and recommendations to senior leadership, ensuring transparency and informed decision-making.
• Special Initiatives: Support and lead projects aimed at elevating business practices and advisor experience across J.P. Morgan Wealth Management.

Benefits

• We offer a competitive rewards package—including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.

What This Job Offers

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