DescriptionJoin 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 Vice President - 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.
Required Experience:
Exec
DescriptionJoin 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 ...
DescriptionJoin 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 Vice President - 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.
Required Experience:
Exec
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