Advisor Platform & Service Lead - Growth & Enablement

JPMorganChase; Columbus (OH); On-site; USD 180,000 - 240,000; Full time

Job summary

ConnectWealth Advisor Service & Platform Lead, a Vice President role based in Columbus, OH / Newark, DE, will define, execute, and evolve the advisor service strategy to support adoption and ongoing success of the ConnectWealth platform and related investment solutions within CWM.

The role partners with the CWM Service Center, Business Development Consultants, Product Management, Operations, and Technology to translate advisor needs into scalable capabilities, governance, and prioritized

Responsibilities

• Define and execute the advisor service strategy and operating model to accelerate adoption and effective utilization of the ConnectWealth platform and related investment solutions.
• Lead the development and delivery of scalable training, education, and enablement programs for advisors, Business Development Consultants, and service teams.
• Build senior-level partnerships with CWM Service Center leaders and serve as an escalation and decision point for complex, high-impact platform matters.
• Establish the support model for Business Development Consultants as local and regional advisor contacts, including clear roles, escalation paths, communications, and performance expectations.
• Drive resolution of complex advisor inquiries and systemic issues by coordinating product, operations, technology, and service partners with urgency and clear accountability.
• Serve as a ConnectWealth subject matter leader who can articulate platform strategy, capabilities, risks, and value to advisors, service partners, and senior stakeholders.
• Sponsor onboarding and readiness initiatives that enable users to maximize platform capabilities and support broader rollout objectives.
• Represent the voice of advisors and service teams in cross-functional planning, prioritization, and platform enhancement decisions.
• Establish and monitor service metrics, advisor inquiry trends, and operational performance indicators; convert insights into targeted education, process improvements, and roadmap recommendations.
• Own governance for defects, enhancement requests, feedback, and resolution progress, ensuring critical items are prioritized, transparently communicated, and driven to closure.

Job description

ConnectWealth Advisor Service & Platform Lead, a Vice President role based in Columbus, OH / Newark, DE, will define, execute, and evolve the advisor service strategy to support adoption and ongoing success of the ConnectWealth platform and related investment solutions within CWM.

The role partners with the CWM Service Center, Business Development Consultants, Product Management, Operations, and Technology to translate advisor needs into scalable capabilities, governance, and prioritized