The vision for the business is to be the most recommended financial services partner. The goal is to manage 1T in invested assets by 2025.

The National Branch is a newly created advice channel that will deliver goal-based planning advice to clients through remote advisors. Its mission is to provide investors with holistic financial advice to meet their life goals, from the comfort of their home. Establishing and growing the National Branch is a key strategic priority of US Wealth Management, and is expected to grow rapidly in the next 5 years.

Job Summary

The National Branch Platform Strategy & Adoption role is critical in enabling National Branch's growth. It will report to the Head of the National Branch, and will be part of the National Branch Management team. The leader will be entrusted with designing the platform strategy and roadmap, defining business requirements for the various technology products, tools and digital components of the platform, and driving feedback and adoption by the advisors in a structured manner. This role will bring together the platform components into a reliable and seamless ecosystem, with a strong emphasis on a personalized and efficient client experience. To achieve this, the leader will work closely with stakeholders and product owners across J.P. Morgan Wealth Management and the broader JPMorgan technology organization.

Job Responsibilities

• Developing & executing flawlessly the strategy for platform implementation, adoption and governance, in alignment with controls & procedures
• Partnering across JPWM business with key stakeholders & product cabinets to establish, align and provide transparency into the vision to create and deliver best in class client and employee experiences
• Organizing, conducting, and analyzing National Branch advisor/service professionals' needs to help transform, prioritize, and deliver a better product, feature, or workflow
• Building & maintaining a framework to systematically collect & analyze post implementation feedback, reporting and performance
• Effectively communicating out long term vision, short term objectives/strategy and progress to various levels of stakeholders across the organization
• Performing and sharing competitive & industry analysis with product partners and key stakeholders to execute strategy
• Coordinating, developing and updating written policies and procedures over advisor activities
• Create a systematic and comprehensive strategy to capture quality employee feedback & provide key stakeholders with the necessary insights

Required qualifications, capabilities, and skills

• BA/BS; MBA (or equivalent) preferred
• 7+ years of managerial experience in product, platform or digital organizations, or in strategy/management consulting, project management / transformation.
• Extensive experience leading large scale project execution and management
• Preference for Wealth Management experience; familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
• Knowledge of the competitive landscape and best practices across relevant industries
• Designing processes for documenting, maintaining and updating procedures & controls
• Ability to Identify challenges, gaps and opportunities for improvement, and prioritizing tangible solutions to drive results

Preferred qualifications, capabilities, and skills

• Preference for Wealth Management experience; familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $250,000.00 - $450,000.00 / year