JP Morgan Chase & Co.

JPM Wealth Management-Advisor Performance Specialist-Associate

JP Morgan Chase & Co.$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of diverse business experience, ideally in wealth management
  • Preferred 1+ years in program, product, or project management
  • Advanced proficiency in Microsoft Office Suite (PowerPoint, Excel, Outlook, and Teams)
  • Strong multi-tasking skills with the ability to pivot between priorities
  • Exceptional attention to detail for data accuracy and reporting
  • Proven ability to identify and implement solutions effectively
  • Strong written communication skills with executive-level experience
  • Bachelor's degree preferred

Responsibilities

  • Consolidate data feeds to create comprehensive progress reports
  • Publish and deliver progress reports to advisors and field teams
  • Analyze performance metrics to identify trends
  • Calculate performance goals for new program participants
  • Review bonus eligibility and manage related communications
  • Oversee performance management actions and notify relevant stakeholders
  • Maintain detailed records of exceptions and adjustments
  • Manage requests for compensation adjustments and communicate changes clearly
  • Update annual draws aligned with state minimum adjustments
  • Create and distribute monthly draw correction files
  • Handle all outbound compensation communications effectively

Benefits

  • Opportunity for interaction with senior management and cross-functional teams
  • Supportive environment for advisor development with structured frameworks
  • Chance to implement meaningful change throughout the organization
  • Exposure to various stakeholders including HR, Legal, and Finance
  • Fostering of leadership alignment and milestone achievement opportunities
Full Job Description
JOB DESCRIPTION

ThePractice Management and Advisor Development teamis responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business.Wesupport both leaders and advisors in the branch and in the centralized advisor centers.This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.

The Advisor Development Teamsupports the development of branch-based advisors through a national new hire framework.Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment, milestone completion and compensation.

The Performance Specialist is responsible for supporting the overall incentive compensation plan of the Advisor Growth Program.The Performance Specialistwill assist in managing the national incentive compensation plan to ensure that participants have a consistent experience.This role will partner closely with multiple stakeholders ranging from Human Resources, Legal, Finance and Field Leadership.

Core Responsibilities:

  • Consolidate data feed for progress reports
  • Publish & deliver progress reports to field & Advisors
  • Analyze trends in metrics
  • Calculate performance goals for incoming participants
  • Review bonus eligibility & distribute communications
  • Review performance management actions and communicate to required stakeholders
  • Maintain records of exceptions/adjustments
  • Manage incoming requests to adjust compensation and communicate changes
  • Update draws annually based on state minimum adjustments
  • Create and distribute monthly draw correction file
  • Distribute all outbound compensation communications

Qualifications:

  • 3-5 years broad business experience, preferably in the wealth management industry

  • 1+ years of experience in program, product or project management experience preferred

  • Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)

  • Ability to multi-task and adapt to changing priorities

  • Exceptional attention to detail

  • Ability to identify opportunities and implement solutions based on program priorities

  • Exceptional written skills and strong executive communications experience

  • Bachelors degree preferred

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

Similar Jobs

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar JPM Wealth Management-Advisor Performance Specialist-Associate jobs: