J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President

JPMorgan Chase & Co.•Plano, TX

About The Position

As a Vice President in the Wealth Management Partnership Program on the Sales Strategy Support team, you will lead execution, oversight, and continuous improvement of client transfer programs to align with business priorities and client needs. You will ensure operating routines and governance are in place so transfers are handled professionally, discreetly, and with strong risk and control discipline. You will provide timely, high-quality communication to field leaders, advisors, and cross-functional stakeholders from intake through finalization. You will identify emerging risks, escalate issues appropriately, and deliver practical solutions that improve client satisfaction and business outcomes.

Requirements

Five years of professional work experience in program operations, sales support, client servicing, analytics, or a related role.
Ability to manage multiple concurrent priorities with strong attention to detail and deadlines.
Ability to analyze complex processes using data and translate findings into clear actions and updates.
Strong written and verbal communication skills, including the ability to communicate concisely to senior stakeholders.
Sound judgment and a controls mindset, including discretion when handling confidential client and advisor information.
Ability to lead cross-functional coordination and drive work to closure through influence and follow-through.
Intermediate proficiency in Microsoft Excel, PowerPoint, and Word.
Must be authorized to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not provided.

Nice To Haves

Experience in Wealth Management, advisor support, or client transfer programs.
Familiarity with incentive administration, revenue-share processes, or channel economics.

Responsibilities

Lead day-to-day program execution and governance for client transfers, ensuring consistent application of policy, process, and documentation standards.
Establish operating cadence with partners and field leaders, including intake routines, prioritization, escalation paths, and program updates.
Resolve complex transfer cases by coordinating stakeholders, clarifying decision points, and ensuring timely resolution with appropriate controls.
Own program communications, including policy and process changes, field guidance, and maintenance of program overview materials and contact lists.
Drive data quality and case tracking, ensuring transfer records are complete, auditable, and aligned to classification and approval requirements.
Confirm transfer classifications with all relevant partners and communicate final outcomes to advisors and managers.
Manage revenue-share workflow end-to-end, including review coordination, submission to incentive systems, and partnership with Finance and Controllers to execute economic arrangements across channels.
Deliver reporting and analytics on transfers and results, such as flows, revenue, and assets, translating insights into clear updates for managers and executives.
Identify operational, reputational, and control risks; escalate issues, document remediation actions, and track closure in partnership with key stakeholders.
Lead process improvement efforts, simplifying steps, reducing cycle time, and strengthening control points based on recurring pain points and root-cause analysis.
Coach and support junior team members through guidance, review, and knowledge sharing to raise consistency and execution quality.

Benefits

Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.
Additional benefits and programs based on eligibility.