Location: Chicago, IL, United States

Position: Wealth Management Field Integration Vice President

 

Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices.

 

As a Field Integration Vice President, you will support the interoperability of the wealth channels across our advisor footprint, focused on accelerating WM growth. We implement national initiatives at scale by designing advisor tools, coordinating field rollouts, and developing effective training and adoption strategies. We partner closely with Consumer Bank, JPM Private Client, Private Bank, and all Wealth Management channels. Through these partnerships we lead strategic initiatives that reshape the advisor operating model and ensure every solution is fit for purpose. Working cross-functionally across our businesses, we support advisors in building and maintaining strong practices. 

 

Job responsibilities

• Lead the design of a strategic leads routing program to deliver opportunities to experienced advisors in Chase Wealth Management
• Work cross functionally to source lead opportunities 
• Collaborate with Product and Tech teams to support the design and enhancement of referral tools and capabilities.
• Support coordination efforts with leadership teams to discuss program progress and operations.
• Engage with field leaders to help drive strategy and program scalability.
• Help identify risks and escalate issues, contributing to solution-focused resolutions.
• Assist in building and managing reporting capabilities to track success metrics and suggest improvements.
• Support performance and reporting updates for key stakeholders.
• Build trust and rapport through interactions to support strategic initiatives.

Required qualifications, capabilities, and skills

• 5+ years of experience in financial services or a related field.
• Strong communication skills (both written and verbal) with the ability to convey complex topics clearly.
• Ability to build relationships and work collaboratively with team members and stakeholders.
• Critical thinking skills and a willingness to learn and adapt in a dynamic environment.
• Detail-oriented with strong organizational and prioritization skills.
• Ability to work effectively in a team and contribute to achieving goals.

Preferred Qualifications:

• Experience in Wealth Management is a plus.
• Self-motivated with a commitment to continuous learning and professional development.
• Excel and PowerPoint proficiency preferred. 

Supports Wealth Management Field Integration - Experienced Advisor Leads Strategy