JP Morgan Chase & Co.

ConnectWealth, Advisor Service & Platform Lead

JP Morgan Chase & Co.$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in financial services or investment management
  • Proven track record of developing and executing service strategies
  • Strong analytical skills for feedback and operational improvement
  • Excellent communication for cross-team collaboration
  • Leadership experience managing senior stakeholder relationships

Responsibilities

  • Define and execute the advisor service strategy for ConnectWealth
  • Transform advisor feedback into actionable platform improvements
  • Implement governance for tracking and prioritizing service needs
  • Maintain executive oversight on resolution and progress metrics
  • Serve as product owner for case inquiry management tool
  • Drive adoption of automation and AI in service processes
  • Identify systemic risks to enhance user and advisor satisfaction

Benefits

  • Comprehensive health benefits
  • Retirement savings plan
  • Generous paid time off
  • Opportunities for professional development
  • Flexible work arrangements
Full Job Description
JOB DESCRIPTION

ConnectWealth Advisor Service & Platform Lead

Vice President, Columbus OH / Newark DE

Role Summary

The ConnectWealth Advisor Service & Platform Lead is responsible for defining, executing, and evolving the advisor service strategy that supports adoption and ongoing success of the ConnectWealth platform and related investment solutions within CWM. This Vice President will serve as a senior business leader and trusted partner to the CWM Service Center, Business Development Consultants, Product Management, Operations, and Technology teams, translating advisor and service needs into scalable capabilities, measurable outcomes, and prioritized platform improvements.

The Advisor Service Lead will establish governance for gathering, tracking, analyzing, and prioritizing advisor and service center feedback, platform defects, enhancement requests, and operational pain points. The individual will maintain executive visibility into resolution progress, identify recurring themes and systemic risks, drive accountability across product and technology partners, and influence roadmaps and resource decisions that improve platform stability, user experience, advisor satisfaction, and business growth.

Additionally, the Advisor Service Lead will own the business strategy and evolution of the case inquiry management tool, serving as a product owner and change leader across PMG and Operations. This includes setting the roadmap, defining business requirements and success measures, driving adoption and operating discipline, overseeing reporting and controls, and advancing automation and AI-enabled capabilities that improve inquiry resolution and overall service effectiveness.

Advisor Service Responsibilities

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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