J.P. Morgan Wealth Management - Senior Associate, Advisor Growth Program

at  JPMorganChase

JOB DESCRIPTION

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Senior Associate for the Advisor Growth Program you will play a pivotal role in supporting the growth and performance of our advisors. You will be involved with consolidating and analyzing data, managing compensation processes, and effectively communicating with stakeholders. You will have strong analytical skills and be proficient in Excel and PowerPoint to create insightful reports and presentations.

REQUIRED QUALIFICATIONS, CAPABILITIES, AND SKILLS

• Bachelor’s degree in Business Administration, Finance, Human Resources, or a related field.
• 3+ years of experience in compensation, performance management, or a related area.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong analytical skills with the ability to interpret and present complex data.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

ABOUT US

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 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 for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans

• Consolidate data feeds to create comprehensive progress reports for the Advisor Growth Program.
• Publish and deliver progress reports to field teams and advisors, ensuring timely and accurate dissemination of information.
• Analyze trends in performance metrics to identify growth opportunities and areas for improvement.
• Calculate performance goals for incoming participants to align with program objectives.
• Review bonus eligibility and distribute related communications to advisors and relevant stakeholders.
• Manage incoming requests for compensation adjustments and communicate changes effectively.
• Review performance management actions and communicate necessary information to required stakeholders.
• Maintain accurate records of exceptions and adjustments to ensure transparency and compliance.
• Update annual draws based on state minimum adjustments to ensure compliance with regulations; create and distribute a monthly correction file to address any discrepancies.
• Distribute all outbound compensation communications to keep stakeholders informed.
• Utilize Excel to analyze data and create detailed reports; Develop and deliver presentations using PowerPoint to communicate insights and recommendations to stakeholders.