Job Description

Job Description

Join the J.P. Morgan Wealth Management (JPMWM) team, a business dedicated to helping investors achieve their long-term financial goals. With ~$900 billion in Assets under Management and ~5,000 advisors across 3,500 branches and 21 offices, we offer a high-impact role in our Field Performance & Incentives Support team. This team oversees and executes our incentive plans, a critical component in recruiting, motivating, and retaining Advisors. You'll interact with employees at various levels, handling a range of topics and ensuring data integrity with attention to detail and high-quality standards.

As an Associate, Field Performance Specialist within the J.P. Morgan Wealth Management team, you will be responsible for managing and processing incentive performance inquiries, exceptions, and error corrections. You will communicate incentive request results/feedback to appropriate stakeholders efficiently and succinctly. You will also identify and take ownership of micro-level system/process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution. This role provides an opportunity to collaborate with business partners from other teams and functions across J.P. Morgan to improve processes, policies, and client experiences.

Job Responsibilities

• Manage and process incentive performance inquiries, exceptions, and error corrections
• Communicate incentive request results/feedback to appropriate stakeholders efficiently and succinctly 
• Identify and take ownership of micro-level system/process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution
• Analyze existing processes and inquiries to make recommendations to peers and management team of continuous improvement opportunities
• Collaborate with business partners from other teams and functions across J.P. Morgan to improve processes, policies, and client experiences 
• Summarize and share qualitative feedback from the field; provide accurate/timely quantitative metrics regarding request volume, SLAs, and compensation impacts
• Lead and/or actively participate in special programs and projects aligned to key Field Performance & Incentives priorities

Required qualifications, capabilities and skills

• 3+ years of experience in financial services and background in Finance, Compensation, and/or HR
• SQL experience, or ability and willingness to learn new technical skills
• Strong understanding of Wealth Management products and services, and fundamental business drivers of our business. 
• Able to work directly with field managers and Advisors to gather feedback, resolve issues, manage expectations, and deliver solutions on important 
• Able to balance multiple priorities with varying urgency and importance; has a strong attention to detail and approaches situations with a risk and controls mindset
• Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity is a better place than it is today
• Thinks analytically and logically to understand and analyze complex business processes
• Strong oral and written communication skills; capable of concision and brevity 
• Intermediate Microsoft PowerPoint, Word, and Excel skills are required; Ability to learn new systems/workflows quickly and independently
• Strong sense of responsibility, with demonstrated history of end-to-end ownership
• Good judgment and discretion working with highly confidential information; our decisions can have a meaningful impact on Advisors’ lives and practices and we treat each situation with respect

About Us

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

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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