JPMorgan Chase
J. P. Morgan Wealth Management - Wealth Partnership Program, Vice President
Plano, TX · Director · Full-time · Posted Oct 30, 2026
- Experience
- Five years of professional work experience in program operations, sales support, client servicing, analytics, or a related role.
- Visa sponsorship
- Must be authorized to work in the United States. No employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits, including OPT or CPT.
About the job
Leads client transfer programs in Wealth Management, overseeing execution, controls, stakeholder communication, revenue-share workflows, reporting, and process improvement.
What you'll do
- Run transfer program governance, coordinate complex cases, and communicate outcomes and process updates to stakeholders.
- Oversee transfer records, classifications, revenue-share workflows, and reporting on transfers and results.
- Identify and escalate risks, improve processes, and coach junior team members.
What they ask for
- Demonstrated ability to manage concurrent priorities with attention to detail and deadlines.
- Ability to analyze complex processes using data and translate findings into actions and updates.
- Strong written and verbal communication, sound judgment, controls mindset, and ability to coordinate cross-functional work to closure.
- Intermediate proficiency in Microsoft Excel, PowerPoint, and Word.
Nice to have
- Experience in Wealth Management, advisor support, or client transfer programs.
- Familiarity with incentive administration, revenue-share processes, or channel economics.
Tools
Microsoft Excel, PowerPoint, Word
Model-written summary · the original posting is authoritative