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 will lead the team responsible for managing client transfers end-to-end (intake through finalization), setting standards and ensuring strong execution. This role requires the ability to synthesize 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 roadmap for the Wealth Management Partnership Program, including program scope, operating model, success measures (client experience, flows, revenue, assets), and continuous improvement priorities.
• Provide leadership and oversight for the team that executes and tracks client transfers, ensuring consistent case handling, timely turnaround, and high-quality documentation.
• Own enterprise governance by 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 bachelor’s degree

Preferred qualifications, capabilities, and skills

• Apply background in operations, program management, and/or process improvement (e.g., lean process improvement, workflow redesign, control enhancement