J.P. Morgan Wealth Management Vice President Business Practices Team Lead
Share
Job Location:
Columbus, NE - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Join a newly established high-impact Business Practices team at J.P. Morgan Wealth Management dedicated to ensuring our systems processes and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying investigating and remediating potential sales practice challenges driving continuous improvement and safeguarding our reputation for excellence.
As Team Lead on the Business Practices team - Field Performance & Incentives you will oversee a team of associates guiding day-to-day operations and ensuring high standards of service. You will manage Business Practices escalations host monthly forums with executive leaders and partner with cross-functional stakeholders to mitigate potential issues. Your leadership will directly support the strategic objectives of J.P. Morgan Wealth Management.
Job Responsibilities
- Lead and Develop Talent: Supervise mentor and inspire a team of associates fostering a culture of curiosity accountability and high performance. Provide ongoing coaching and professional development to ensure consistent high-quality service.
- Drive Issue Discovery and Resolution: Oversee the identification and tracking of potential sales practice challenges ensuring thorough investigation and timely resolution. Act as the escalation point for complex or high-priority matters.
- Strategic Partnership: Collaborate closely with Field Leadership Supervisory Managers and internal partners to conduct end-to-end analysis of business risks and controls uncovering root causes and recommending actionable solutions.
- Process Excellence: Monitor team performance analyze key metrics and implement process improvements to enhance efficiency and effectiveness.
- Communication and Reporting: Prepare and present clear concise reports summaries and recommendations to senior leadership ensuring transparency and informed decision-making.
- Special Initiatives: Support and lead projects aimed at elevating business practices and advisor experience across J.P. Morgan Wealth Management.
Required Qualifications Capabilities and Skills
- Bachelors Degree in Finance Business Economics or related field.
- Minimum 4 years experience in financial services management consulting client support operations or related function including at least 1 year in a supervisory or team lead role.
- Demonstrated ability to lead and develop teams with a focus on service excellence and continuous improvement.
- Strong analytical and problem-solving skills; highly curious and process-oriented.
- Exceptional attention to detail and commitment to high standards.
- Outstanding written and verbal communication skills; adept at presenting to diverse audiences.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Collaborative mindset strong interpersonal skills and discretion with confidential information.
Preferred Qualifications Capabilities and Skills
- Experience with sales practices or working in a wealth management environment.
- Experience preparing reports and presentations for senior leadership.
Employer Description
Chase is a leading financial services firm helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards packageincluding base salary discretionary incentives and a range of benefits such as comprehensive health care retirement savings backup childcare tuition reimbursement and mental health support.
Organization Description
Consumer & Community Banking serves Chase customers through personal banking credit cards mortgages auto financing investment advice small business loans and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions all while ranking first in customer satisfaction.
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
