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

JPMorganChase • Plano, TX

4d

About The Position

The Vice President on J.P. Morgan Wealth Management’s Sales Strategy Support team leads execution, oversight, and continuous improvement of client transfer programs. The role aligns program delivery with business priorities and client needs while maintaining operating routines and governance that support professional, discreet transfers and strong risk and control discipline. The position provides timely, high-quality communication to field leaders, advisors, and cross-functional stakeholders from intake through finalization, identifies emerging risks, escalates issues, and develops practical solutions to improve client satisfaction and business outcomes.

The role also manages transfer program communications, case data and reporting, transfer classifications, and end-to-end revenue-share workflows. It drives process improvements and supports junior team members through guidance, review, and knowledge sharing. Candidates must be authorized to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not offered.

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 with 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.
• Authorization to work in the United States; the employer does not offer employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits.

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 client transfer program execution and governance, 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, program overview materials, and contact lists.
• Drive data quality and case tracking so transfer records are complete, auditable, and aligned with classification and approval requirements.
• Confirm transfer classifications with relevant partners and communicate final outcomes to advisors and managers.
• Manage the revenue-share workflow end-to-end, including review coordination, submission to incentive systems, and coordination with Finance and Controllers on economic arrangements across channels.
• Deliver reporting and analytics on transfers and results, such as flows, revenue, and assets, and translate insights into updates for managers and executives.
• Identify operational, reputational, and control risks; escalate issues, document remediation actions, and track closure with stakeholders.
• Lead process improvement efforts to simplify steps, reduce cycle time, and strengthen controls based on recurring pain points and root-cause analysis.
• Coach and support junior team members through guidance, review, and knowledge sharing.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed