J.P. Morgan Wealth Management – Business Practices Specialist

Overview

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 identifies, investigates, and remediates potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence.

As a Specialist on the Business Practices team – Field Performance and Incentives, you’ll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management.

• Issue Discovery and Investigation:
  Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates.
• Risk Analysis:
  Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes.
• Timely Escalation:
  Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation.
• Record Keeping:
  Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls.
• Team
  
  Collaboration:
  
  Work closely with team members and cross-functional partners to address complex issues and deliver seamless support.
• Process Improvement:
  Identify opportunities for process enhancements and contribute to the development of best practices for business practice management.
• Project Support:
  Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency.
• Reporting:
  Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making.

• Bachelor’s Degree in Finance, Business, Economics, or a related field.
• A minimum of 2 years of experience in financial services, client support, operations, or a related function.
• Exceptional attention to detail and commitment to delivering high-quality work.
• Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
• Risk-oriented mindset with a passion for helping others and resolving issues.
• Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
• Collaborative team player with strong interpersonal skills and discretion handling confidential information.

• Experience with sales practices or working in a wealth management environment.
• Proficiency in Excel and experience with inquiry tracking or case management systems.

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. 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. Details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are…