J.P. Morgan Wealth Management Executive Director, Wealth Management Partnership Program Lead (CWM)

Our Wealth Management Partnership Program team leads cross-channel client transfer initiatives ensuring every transfer is handled professionally and consistently. We work across Chase Wealth Management JPMorgan Advisors and the Private Bank guiding transparent decision-making and delivering effective outcomes. The team maintains high standards synthesizes complex client scenarios and provides clear insights to senior leadership. Join us in shaping a seamless client experience through strong governance and collaboration.

As an Executive Director Wealth Management Partnership Program Lead you willlead the team responsible for managing client transfers end-to-end(intake through finalization) setting standards and ensuring strong execution. This role requires the ability tosynthesize complex nuanced client scenarios into clear decision-ready summaries paired with strong attention to detail excellent written and verbal communication and sound judgment when navigating sensitive matters impacting clients and advisors.

Job Responsibilities

• Guide program strategy and multi-year roadmapfor the Wealth Management Partnership Program including program scope operating model success measures (client experience flows revenue assets) and continuous improvement priorities.
• Provide leadership and oversightfor the team that executes and tracks client transfers ensuring consistent case handling timely turnaround and high-quality documentation.
• Own enterprise governanceby establishing/leading senior forums to drive prioritization escalation risk assessments policy adherence and cross-business coordination across Chase Wealth Management JPMorgan Advisors and the Private Bank.
• Ensure consistent controlled transfer execution: oversee transfer intake documentation review classification confirmation and finalization processes; identify gaps and drive remediation.
• Oversee economic/revenue share processes: ensure accurate tracking review submission into incentive systems and coordination with Finance and Controllers to execute economic arrangements across channels.
• Deliver executive-ready reporting and insights: provide clear updates on program performance (flows revenue assets) emerging trends and key risks; translate complex casework into easily understood narratives for senior leadership.
• Embed robust controls and confidentiality standards: maintain a strong controls mindset ensure appropriate handling of highly sensitive client/advisor information and apply strong judgment to make sound decisions on sensitive topics.
• Drive process excellence: identify operational pain points streamline workflows improve documentation standards and implement scalable process improvements to enhance client experience and business outcomes.
• Lead and develop a high-performing team: hire coach and develop talent; set clear expectations operating rhythms and accountability across program execution and oversight.

Required qualifications capabilities and skills

• Possess 12 years of financial services experience in wealth management; client-facing/advisor-facing experience
• Demonstrate success leading large-scale multi-year programs with complex stakeholder environments and measurable outcomes.
• Understand wealth management advisor workflows field operating models and regulatory expectations in a controlled environment.
• Lead teams executing operational programs with high volumes sensitivity and accountability.
• Assess and synthesize complex nuanced scenarios into clear concise decision-ready summaries.
• Apply exceptional attention to detail with a strong controls mindset; handle confidential information with discretion.
• Communicate policy and process clearly and concisely with outstanding written and verbal skills and executive presence.
• Make sound decisions on sensitive matters impacting clients advisors and business outcomes.
• Hold a bachelors degree

Preferred qualifications capabilities and skills

• Apply background inoperations program management and/or process improvement(e.g. lean process improvement workflow redesign control enhancements).
• MBA preferred