ConnectWealth, Advisor Service & Platform Lead, Vice President
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Job Location:
Newark, DE - USA
Monthly Salary:
$ 122550 - 201000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
ConnectWealth Advisor Service & Platform Lead
Vice President Delaware (Preferred)/New York/ Columbus OH
Role Summary
The Advisor Service Lead is responsible for building executing and evolving Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions in CWM. This role is pivotal in fostering meaningful partnerships with CWM Service Center & empowering them with expert guidance and support to help advisor adoption of the platform. Additionally the Advisor Service Lead will spearhead the evolution and global expansion of the case inquiry management tool across PMG and Operations serving as project manager and product owner to centralize analyze and expedite advisor inquiry resolution ensure consistent adoption and integrate AI for enhanced efficiency.
Advisor Service Responsibilities
- Build execute and evolve Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions.
- Champion the design and rollout of innovative offerings on behalf of advisor service leveraging Artificial Intelligence (AI)/ Technology education and actionable intelligence to elevate the advisor experience.
- Proactively build strong collaborative relationships with CWM Service Center acting as a trusted partner for escalated inquiries platform education and value-added initiatives.
- Provide responsive support for advisor inquiries from CWM Service Center resolving complex cases by coordinating across multiple product & technology groups with urgency and a focus on business impact.
- Continuously learn and master the ConnectWealth platform its goals and offerings to support the growth of the advice business at JPMC; clearly articulate platform value to advisors & Service center and educate them through effective interactions.
- Develop and deliver training onboarding and enablement programs to ensure teams and advisors are equipped to use the platform effectively.
- Partner with product technology and business leaders to align service delivery with firm strategy and evolving advisor needs.
- Monitor advisor & Service Center inquiry metrics to identify opportunities for education platform improvements and business growth initiatives.
- Maintain a feedback loop with Service Center and product owners by tracking issues and enhancements providing updates to teams and prioritizing critical requirements for continuous improvement.
Case Product Responsibilities
- Lead the evolution and global expansion of the case inquiry management tool across PMG and Operations acting as both project manager and product owner to centralize analyze and expedite advisor inquiry resolution ensure consistent adoption and integrate AI for efficiency.
- Identify and communicate business needs related to the case product across PMG and Ops develop detailed requirements and collaborate with technology partners to design effective system solutions.
- Develop and deliver training onboarding and enablement programs specific to the case management tool to maximize its value and usage.
- Drive the implementation of AI-enabled features within the case product to enhance service team efficiency and reduce inquiry volume.
Required Qualifications Capabilities and Skills:
- At least 7 years of experience in financial services with foundational knowledge of managed investment products and advisory business
- Excellent verbal and written communication skills with the ability to synthesize information engage stakeholders and effectively present findings through presentations and deck creation.
- Highly organized detail-oriented and self-motivated with a strong focus on project management and meeting deliverables under tight timelines.
- Strong team player with the ability to work with teams at all levels.
- Strong Data analysis skills with ability to work with datasets generate insights & create meaningful reports.
- Quick learner who adapts to evolving technology and processes.
- Prior experience working with advisors platform support product management or operations within wealth management is preferable
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
