J.P. Morgan Wealth Management - Vice President, Sales Strategy and Support Manager Cross Channel Referrals
Aumni
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 Wealth Management Referral Vice President you will be responsible for managing and overseeing the end-to-end processes and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have strong attention to detail and experience working with a client-facing sales organization. In this role you will be highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), and JPMorgan Private Client. Your ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must have a strong operational mindset, be detail-oriented and skilled at managing in a fast-paced environment.
Job responsibilities
- Design, build and implement a long-term scalable referral partnership between JPMorgan Private Client and JP Morgan Wealth Management
- X-LOB Leadership Coordination: Establish and manage regular updates with JPMWM and the Private Client leadership to discuss program progress, decision making, and overall operations
- Engagement with Field Leaders: Ongoing engagement with field leadership to drive strategy and scale program
- Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
- Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
- Serve as the business SME for referrals within JPMWM, partnering with Product and Tech to influence and design the tools required to support referral models, including updates to existing tools and the build of net new tools and capabilities on behalf of the field
- Identify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement
- Coordinate performance and reporting updates for key stakeholders, including CAD Council and Business Practices forums
- Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Required qualifications, capabilities, and skills
- At least 7 years of experience in financial services
- Exceptional communication skills (both written and verbal) and ability to clearly communicate complex topics in a succinct manner and tailor communications for different audiences
- Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
- Strong critical thinking and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
- Excellent collaboration and relationship management skills; ability to interact with colleagues at all levels and achieve goals without direct control over resources; adept at navigating complexity
- Ability to influence project teams in order to produce clear, well-designed, engaging field-facing tools and training – with the skills to adjust style/content for a variety of audiences, from executives to customer-facing employees.
- Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment
Preferred qualifications, capabilities, and skills
- Wealth Management experience preferred
- Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic
