J.P. Morgan Wealth Management -Executive Director, Wealth Management Partne at JPMC Candidate Experience page

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Program Management, Executive Leadership, Stakeholder Management, Governance, Operational Excellence, Risk Assessment, Financial Reporting, Process Improvement, Strategic Planning, Case Management, Regulatory Compliance, Team Development, Communication, Analytical Thinking, Decision Making

Industry

Financial Services

Description

Our Wealth Management Partnership Program team leads cross-channel client transfer initiatives, ensuring every transfer is handled professionally and consistently. We work across Chase Wealth Management, JPMorgan Advisors, and the Private Bank, guiding transparent decision-making and delivering effective outcomes. The team maintains high standards, synthesizes complex client scenarios, and provides clear insights to senior leadership. Join us in shaping a seamless client experience through strong governance and collaboration. As an Executive Director, Wealth Management Partnership Program Lead, you will lead the team responsible for managing client transfers end-to-end (intake through finalization), setting standards and ensuring strong execution. This role requires the ability to synthesize complex, nuanced client scenarios into clear, decision-ready summaries, paired with strong attention to detail, excellent written and verbal communication, and sound judgment when navigating sensitive matters impacting clients and advisors. Job Responsibilities * Guide program strategy and multi-year roadmap for the Wealth Management Partnership Program, including program scope, operating model, success measures (client experience, flows, revenue, assets), and continuous improvement priorities. * Provide leadership and oversight for the team that executes and tracks client transfers, ensuring consistent case handling, timely turnaround, and high-quality documentation. * Own enterprise governance by establishing/leading senior forums to drive prioritization, escalation, risk assessments, policy adherence, and cross-business coordination across Chase Wealth Management, JPMorgan Advisors, and the Private Bank. * Ensure consistent, controlled transfer execution: oversee transfer intake, documentation, review, classification confirmation, and finalization processes; identify gaps and drive remediation. * Oversee economic/revenue share processes: ensure accurate tracking, review, submission into incentive systems, and coordination with Finance and Controllers to execute economic arrangements across channels. * Deliver executive-ready reporting and insights: provide clear updates on program performance (flows, revenue, assets), emerging trends, and key risks; translate complex casework into easily understood narratives for senior leadership. * Embed robust controls and confidentiality standards: maintain a strong controls mindset, ensure appropriate handling of highly sensitive client/advisor information, and apply strong judgment to make sound decisions on sensitive topics. * Drive process excellence: identify operational pain points, streamline workflows, improve documentation standards, and implement scalable process improvements to enhance client experience and business outcomes. * Lead and develop a high-performing team: hire, coach, and develop talent; set clear expectations, operating rhythms, and accountability across program execution and oversight. Required qualifications, capabilities, and skills * Possess 12+ years of financial services experience in wealth management; client-facing/advisor-facing experience * Demonstrate success leading large-scale, multi-year programs with complex stakeholder environments and measurable outcomes. * Understand wealth management advisor workflows, field operating models, and regulatory expectations in a controlled environment. * Lead teams executing operational programs with high volumes, sensitivity, and accountability. * Assess and synthesize complex, nuanced scenarios into clear, concise, decision-ready summaries. * Apply exceptional attention to detail with a strong controls mindset; handle confidential information with discretion. * Communicate policy and process clearly and concisely with outstanding written and verbal skills and executive presence. * Make sound decisions on sensitive matters impacting clients, advisors, and business outcomes. * Hold a bachelor’s degree Preferred qualifications, capabilities, and skills * Apply background in operations, program management, and/or process improvement (e.g., lean process improvement, workflow redesign, control enhancements). * MBA preferred Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Responsibilities

Lead the Wealth Management Partnership Program by managing end-to-end client transfers and establishing enterprise governance across multiple business channels. Drive program strategy, oversee economic revenue share processes, and provide executive-ready reporting on performance and risks.