J.P. Morgan Wealth Management – Associate, Field Performance and Incentive Strategy

Job Description

At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding families through life’s milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.

The Field Performance & Incentive Strategy team connects advisor excellence to sustainable business results.  Our Advisor compensation and incentive programs focus on productivity, transparency, and service to drive the right behaviors and deliver exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our Wealth Management franchise across four major business areas, including Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Personal Advisors (remote advice), and Online Investing.

As an Associate on the Field Performance & Incentive Strategy team, you will play a key role in the design, implementation, and analysis of advisor incentive programs. This position offers broad exposure to senior stakeholders and cross-functional partners—including Finance, HR, Legal, Compliance, Technology, and our Advisor field force—while contributing to strategic initiatives that directly influence advisor performance and client outcomes. You will help develop innovative incentive programs, build tools and analytics that drive decision-making, and support change across the firm, making a tangible impact on both advisor performance and client satisfaction.

Job Responsibilities

• Support the strategic design, implementation and execution of financial advisor compensation plans, scorecards and related policies and procedures in partnership with Business Leaders and key partners from Legal, Compliance, HR. 
• Assist in developing presentations and executive materials for senior leadership and field executives.
• Contribute to building and enhancing reporting and coaching models for field leaders to drive advisor performance and productivity.
• Help measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management.
• Participate in reviewing manual processes within the incentive ecosystem and help define process improvements, operating models, and requirements.
• Assist in preparing documentation related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities.
• Conduct industry and competitor research, sharing insights and analyses with the broader team.
• Collaborate closely with Finance partners on topics such as compensation design modeling, budget and forecasting, and analytics.
• Support the development and production of dashboards and presentations to share monthly progress with senior leadership.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s Degree.
• Minimum of 3 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HR.
• Ability to balance multiple priorities; strong attention to detail and a control-oriented mindset.
• Demonstrates intellectual curiosity and honesty—seeks out the truth and grounds decisions in facts.
• Analytical and logical thinker, able to understand and analyze complex business processes.
• Strong oral and written communication skills; capable of concision and brevity for all types of audiences.
• Technically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills.
• Strong sense of responsibility and demonstrated history of end-to-end ownership.
• Strong interpersonal and influencing skills; ability to build strong relationships.
• Good judgment and discretion working with highly confidential information.

Preferred qualifications, capabilities, and skills:

• Understanding of Wealth Management products and services, and fundamental business drivers 
• Experience using Microsoft Excel, PowerPoint, and other analytical applications. 

Employer Description 

J.P. Morgan Chase is a leading financial services firm, helping nearly half of America’s households and small businesses a