ConnectWealth, Advisor Engagement and Platform Specialist, Vice President

Job Description
As a ConnectWealth Advisor Engagement & Platform Specialist, you will support the adoption of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management. This includes the Chase Wealth Management and JP Morgan Advisors businesses, representing over $640 billion in AUM across 900k accounts. You will assist in launching new capabilities to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption of new digital tools through seamless platform troubleshooting & support.
You will work closely with advisors, internal technology teams, and platform stakeholders to enhance user experience, resolve issues, and drive improvements in platform functionality. Potential opportunity to lead a small team & contribute to creating operational bandwidth for senior leadership. The ConnectWealth Program is high-profile and spans multiple lines of business and functions, aiming to transform the operating model for managed accounts with an intuitive technology platform.
Job Responsibilities:

• Build & Implement Advisor Support Rollout
  • Assist in implementing rollout framework including stakeholder engagement, knowledge documentation & training on platform capabilities, communication strategy, feedback and evaluation, tracking key performance indicators (KPI's) & and continuous improvement to ensure a smooth and effective implementation.
  • Independently own and execute initiatives to improve advisor support and operational efficiencies by leveraging project and process management skills to establish tasks, activities, and milestones to ensure successful completion.
  • Leverage data analysis skills to identify trends and service gaps, provide data-driven recommendations, generate reports for informed decision-making, and contribute to project planning and KPI tracking.
• Partner with Advisors & Advisor Service Center:
  • Act as a knowledge expert for financial advisors, addressing platform-related issues, providing training on UMA and investment advice platform features, and ensuring prompt resolution and clear communication.
  • Collaborate with cross-functional teams, including product, technology, and operations to troubleshoot, suggest improvements, and assist in user acceptance testing (UAT) for platform enhancements.
• Team Leadership & Management
  • Assist in building and mentoring a high-performing advisor support team.
  • Develop processes and best practices to improve team efficiency and effectiveness.
  • Serve as the escalation point for complex platform issues and advisor concerns.

Required Qualifications, Capabilities, and Skills:

• Minimum 7 years of experience in the financial services industry, preferably in Managed Accounts, wealth management, or investments organizations.
• Basic knowledge of managed investment products and/or investment advisory business.
• Experience supporting financial advisors in platform adoption, with excellent client service and communication skills for clear and effective interactions.
• Preferred experience in managing a small, high-performing team.
• Experience in cross-functional team collaboration and coordination.
• Strong team player with the ability to work with teams at all levels.
• Strong Data analysis skills with ability to work with datasets, generate insights, & create meaningful reports.
• Strong organizational skills and attention to detail; self-motivated and goal-oriented.
• Ability to work under tight timelines and meet deliverables.
• Quick learner who can adapt to evolving technology and processes

Preferred Qualifications, Skills, and Capabilities:

• Proficiency with MS Excel, Word, PowerPoint & other data-visualization tools for reporting.
• Prior experience in advisor platform support, product management, or operations within wealth management
• Strong problem-solving abilities and analytical skills.
• Ability to synthesize information and present findings effectively.
• Flexibility to follow tight deadlines and prioritize work.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.