J.P. Morgan Wealth Management - Vice President, Field Leadership Strategy Advisor Growth Program
Aumni
Job Description
The J.P. Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in the branch, in the field & HNW space, and centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and LOBs to drive meaningful change across the business.
We are seeking a dynamic and experienced Vice President to lead our Field Leadership Strategy in the Advisor Growth Program. You will have a proven track record in strategic planning, advisor coaching, and driving growth initiatives. In this role you will be critical in shaping the future of our advisor network and ensuring the success of the program’s field narrative and support.
Job Responsibilities
- Develop and implement strategic plans to drive the growth and success of the Advisor Growth Program.
- Collaborate with Market Directors of Wealth to support program strategy and advisor development.
- Create and deliver updates to field partners and key stakeholders, ensuring clear and consistent communication.
- Develop a strategy for outgoing program communications to keep all relevant parties informed and engaged.
- Create and maintain a playbook of coaching best practices related to the program.
- Support a field-based team with program updates and initiatives, ensuring alignment with overall strategy.
- Create materials and presentations for leader calls, ensuring that all materials are accurate and up-to-date.
- Stay informed on program changes and ensure proper communication within the program team and with the field.
- Analyze market trends and competitive landscape to identify opportunities for growth and improvement.
- Prepare and present reports to senior leadership on program performance and strategic initiatives.
- Foster a culture of innovation, collaboration, and continuous improvement within the team.
Required qualifications, capabilities, and skills
- Bachelor's degree in Business Administration, Finance, or a related field
- At least 5 years of experience in financial services
- Proven experience in a leadership role, preferably within the financial services industry.
- Strong analytical skills with the ability to interpret complex data and make data-driven decisions.
- Excellent communication and interpersonal skills, with the ability to influence and inspire others.
- Demonstrated ability to manage multiple projects and priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite and other relevant software tools, including presentation software.
Preferred qualifications, capabilities, and skills
- Program management experience preferred