J.P. Morgan Wealth Management – Vice President, Field Performance Platforms & Experience

JPMorgan Chase & Co.•Jersey City, NJ

About The Position

At J.P. Morgan Wealth Management (JPMWM), our Financial Advisors help clients navigate life’s milestones and achieve long‑term goals. The Field Performance & Incentive organization connects advisor excellence to sustainable business results by focusing on productivity, transparency, and service. As Vice President for Field Performance Platforms & Experience, you will serve as the business lead, representative, and decision maker for the systems and tools that measure field performance, calculate results, and provide clear reporting to advisors and field leaders. You will shape the strategy, build the vision, and lead execution across a multi‑platform ecosystem—partnering closely with Finance, HR, Legal, Compliance, Technology, Data & Analytics, and field leadership. This highly visible role offers broad exposure to senior stakeholders and a direct line of sight to advisor outcomes and client experience. The position reports to the Head of JPMWM Field Performance & Incentive Strategy.

Requirements

Bachelor’s degree
Minimum 6 years in financial services with experience in Finance, Practice Management, Sales Compensation, and/or Management Consulting
Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts
Demonstrated end‑to-end ownership of cross‑functional initiatives that combine product, policy, data, and controls
Strong analytical and logical problem‑solving skills; detail‑oriented with a control‑focused mindset
Strong oral and written communication skills; capable of concision and brevity to all of audiences
Strong sense of responsibility and demonstrated history of end-to-end ownership
Strong interpersonal and influencing skills; ability to build strong relationships
Good judgment and discretion working with highly confidential information

Nice To Haves

8–12 years of product management or business analysis experience in data‑rich domains (performance measurement, revenue crediting, incentive calculations, or financial reporting)
Wealth Management experience and familiarity with advisor practices, performance metrics, and incentive plan mechanics
Experience defining cross‑system controls, reconciliations, and audit processes; comfort leading remediation efforts that reduce inquiry volumes and improve accuracy
Background building executive dashboards and field‑facing coaching or productivity tools; comfort with KPIs/OKRs and outcome‑based roadmaps
Track record of leading in ambiguity, making sound trade‑offs, and delivering large‑scale initiatives with senior stakeholder engagement

Responsibilities

Drive the strategic design, implementation, and execution of advisor performance and incentive platforms, including data capture, crediting rules, calculation logic, and reporting, with a focus on Advisor and Manager experience
Build the multi-year vision for practice management analytics and performance management; identify needs and solutions by meeting with advisors, managers, and field partners to deliver a full roadmap for ongoing improvement
Collaborate with Product, Technology, Design, and Data teammates to define requirements, evaluate options, and support testing efforts
Establish cross‑system controls, audits, and reconciliations to strengthen accuracy, reduce errors, and improve transparency for advisors and managers
Prioritize and own the product backlog; make trade‑offs that balance business value, control outcomes, and technical feasibility; define acceptance criteria and validate delivery
Enhance reporting and coaching tools that enable field leaders to manage productivity
Review manual processes across the incentive ecosystem; design target‑state operating models and requirements that streamline workflows and enable automation
Lead change management and communications for platform and policy updates; produce clear, client‑friendly documentation that meets regulatory responsibilities
Monitor industry trends and competitor practices; synthesize insights and recommend improvements to drive best‑in-class advisor and client experiences
Develop and manage implementation plans; track progress, surface risks and dependencies, and communicate status, scorecards, and outcomes to senior leadership