Description

At J.P. Morgan Wealth Management, our Financial Advisors deliver high-quality advice and investment solutions to clients every day-helping families achieve their goals, build legacies, and unlock opportunities for long-term growth. Their expertise and commitment are the foundation of our business, and their performance is central to our success.

Advisor performance-based compensation is critical to attracting, motivating, and retaining top talent. It is paramount that performance results are clear and accurate to foster trust and drive exceptional outcomes.

As the Vice President - Team Lead on the The Advisor Performance Solutions Team you will serve as a dedicated partner to our advisors and managers, providing timely, accurate, and insightful support on all aspects of performance evaluation. We work alongside managers to provide support performance conversations, explain programs, review calculation details, and educate advisors on incentive programs. We provide principled service with professionalism and heart.

As Team Lead, you will play a pivotal role in shaping the advisor experience, leading a team to resolve performance-related inquiries and champion transparency, accuracy, and service excellence. You will collaborate with cross-functional partners, drive process improvements, and help advisors focus on what matters most-their clients.

Key Responsibilities

• Lead, mentor, and develop a team of analysts dedicated to resolving advisor inquiries related to performance metrics, credited revenue, Net New Money, and incentive programs.
• Oversee the resolution of questions regarding the accuracy, completeness, or calculation basis of advisor performance, ensuring responses are timely, clear, and actionable.
• Partner with Finance, Technology, and Field Leadership to address systemic issues, enhance reporting, and improve the advisor experience.
• Develop and refine processes to optimize inquiry management, case tracking, and service delivery.
• Monitor team performance, analyze key metrics, and implement improvements to drive operational excellence and advisor satisfaction.
• Prepare and present insights, reports, and recommendations to senior leadership.
• Support special projects and initiatives aimed at elevating the advisor experience and advancing business objectives.
• Foster a culture of transparency, integrity, and continuous improvement within the team.

Required Qualifications, Capabilities, and Skills

• Bachelor's Degree in Finance, Business, Economics, or a related field.
• Minimum of 4 years' experience in financial services, client service, operations, or a related function, with at least 1 year in a supervisory or team lead role.
• Strong analytical skills and attention to detail; able to synthesize information and apply quantitative approaches to complex business processes.
• Excellent communication and interpersonal abilities; capable of tailoring messages to diverse audiences and building strong relationships.
• Proven ability to lead teams, drive process improvements, and deliver results in a fast-paced environment.
• Experience with performance metrics, reporting, and inquiry/case management systems.
• Good judgment and discretion working with highly confidential information.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

\n Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.\n
\n
\n
\n
\n
\n We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.\n