Advisor Platform & Service Lead, Wealth Tech

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks a ConnectWealth Advisor Service & Platform Lead to define and execute a scalable advisor service strategy within CWM.

You will partner across Business Development Consultants, Product Management, Operations and Technology to drive adoption, improve platform stability, and enhance advisor satisfaction. You will own governance for feedback, defects, and enhancements, guide roadmaps, and lead the case inquiry management tool development with AI-enabled

Qualifications

• 5+ years in financial services, wealth management, operations, product management, or related field.
• Strong knowledge of managed investment products, advisory platforms, or wealth management operations.
• Define strategy, lead complex initiatives end to end, and deliver outcomes across multiple groups.
• Executive-level verbal and written communication, ability to influence senior leaders.
• Proven stakeholder management to drive decisions across product, operations, tech, and service.
• Strong leadership across product, program, or project management.
• Advanced analytical skills using data, metrics to guide prioritization.
• Adoption and use of AI-enabled tools to generate insights.
• Strong judgment, ownership, independence in a fast-paced environment.
• Proficiency in Microsoft Office (Excel/PowerPoint).
• Experience supporting advisors or leading platform operations in wealth management is preferred.
• Bachelor’s degree or equivalent experience preferred.

Responsibilities

• Define and execute the advisor service strategy and operating model to accelerate adoption of the ConnectWealth platform.
• Lead scalable training and enablement programs for advisors and service teams.
• Build senior partnerships with service center leaders and act as escalation point for platform matters.
• Establish support models for advisor contacts with clear roles and escalation paths.
• Drive resolution of complex inquiries by coordinating product, operations, technology, and service partners.
• Articulate platform strategy and value to advisors and senior stakeholders.
• Sponsor onboarding initiatives to maximize platform capabilities.
• Represent advisor and service voice in cross-functional planning.
• Establish service metrics and trends; translate insights into education and roadmaps.
• Govern defects and enhancements with prioritized, transparent closure.
• Own governance for the case inquiry tool across PMG and Operations.
• Define requirements, backlog, and collaborate with tech to deliver scalable solutions.
• Define reporting and performance measures for leadership insight.
• Drive change management and training for consistent adoption.
• Lead testing and rollout of AI-enabled features to improve productivity.
• Manage stakeholder communications and risk across concurrent initiatives.

Skills

Financial services

Wealth management

Strategy development

Executive communication

Stakeholder management

Leadership

Product governance

Analytics

AI-enabled tools

Problem solving

Office suite

Platform operations

Advisors support

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

JPMorgan Chase & Co. in Columbus, OH seeks a ConnectWealth Advisor Service & Platform Lead to define and execute a scalable advisor service strategy within CWM.

You will partner across Business Development Consultants, Product Management, Operations and Technology to drive adoption, improve platform stability, and enhance advisor satisfaction. You will own governance for feedback, defects, and enhancements, guide roadmaps, and lead the case inquiry management tool development with AI-enabled