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 Vice President - 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 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.
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