J.P. Morgan Wealth Management - Vice President - Business Practices Team Lead

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 plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. 

As Team Lead on the Business Practices team - Field Performance & Incentives, you will oversee a team of associates, guiding day-to-day operations and ensuring high standards of service. You will manage Business Practices escalations, host monthly forums with executive leaders, and partner with cross-functional stakeholders to mitigate potential issues. Your leadership will directly support the strategic objectives of J.P. Morgan Wealth Management.

Job Responsibilities

• Lead and Develop Talent:  Supervise, mentor, and inspire a team of associates, fostering a culture of curiosity, accountability, and high performance. Provide ongoing coaching and professional development to ensure consistent, high-quality service.
• Drive Issue Discovery and Resolution:  Oversee the identification and tracking of potential sales practice challenges, ensuring thorough investigation and timely resolution. Act as the escalation point for complex or high-priority matters.
• Strategic Partnership:  Collaborate closely with Field Leadership, Supervisory Managers, and internal partners to conduct end-to-end analysis of business risks and controls, uncovering root causes and recommending actionable solutions.
• Process Excellence:  Monitor team performance, analyze key metrics, and implement process improvements to enhance efficiency and effectiveness.
• Communication and Reporting:  Prepare and present clear, concise reports, summaries, and recommendations to senior leadership, ensuring transparency and informed decision-making.
• Special Initiatives:  Support and lead projects aimed at elevating business practices and advisor experience across J.P. Morgan Wealth Management.

Required Qualifications, Capabilities, and Skills

• Bachelor’s Degree in Finance, Business, Economics, or related field.
• Minimum 4 years’ experience in financial services, management consulting, client support, operations, or related function, including at least 1 year in a supervisory or team lead role.
• Demonstrated ability to lead and develop teams, with a focus on service excellence and continuous improvement.
• Strong analytical and problem-solving skills; highly curious and process-oriented.
• Exceptional attention to detail and commitment to high standards.
• Outstanding written and verbal communication skills; adept at presenting to diverse audiences.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset, strong interpersonal skills, and discretion with confidential information.

Preferred Qualifications, Capabilities, and Skills

• Experience with sales practices or working in a wealth management environment.
• Experience preparing reports and presentations for senior leadership.

Employer Description

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 products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package—including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.

Organization Description

Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.

 

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 dis