J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design Lead

At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding families through life’s milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.

Pricing is the cornerstone that connects the value of that advice to sustainable business results. When we get pricing right—balancing competitiveness, transparency, and profitability—we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our US Wealth Management franchise. As stewards of the end-to-end pricing experience, we ensure every fee and concession framework aligns with our strategic priorities and reflects the trust clients place in our brand.

As a Senior Associate on the Field Performance, Pricing, and Incentives Team, you will play a pivotal role in shaping and executing our client pricing strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners—spanning Finance, Technology, Risk, Compliance, and our Advisor field force—while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management. You will design innovative pricing programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction.

Job Responsibilities 

• Manage the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners. Ownership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders

• Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field

• Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management  

• Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements

• Ownership over client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities

• Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team 

• Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems.  Specific work and projects may include: 

• Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership 

• Define migration and cutover strategy for new tech initiatives

• Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance

• Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions

Required Qualifications, Capabilities, and Skills: 

• Bachelor’s Degree 

• Minimum of 3 years in financial services industry, with a background in Finance or Management Consulting

• Strong sense of responsibility and demonstrated history of end-to-end ownership 

• An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes 

• Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams 

• Excellent presentation and facilitation skills

• Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset 

• Demonstrates intellectual curiosity and honesty – seeks out the truth and ground decisions in facts 

• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)

• Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics

• Good judgment and discretion working with highly confidential information 

Preferred qualifications, capabilities, and skills: 

• Strong understanding of Wealth Management products and services, as well as fundamental business drivers  

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans