Growth Strategy & Referral Lead – Personal Advisors
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Job summary
J.P. Morgan Personal Advisors is seeking a Sales Strategy & Support Manager to accelerate growth by shaping referral partnerships and improving client experiences across US Wealth Management.
You will partner with Product and Tech to build scalable tools, deliver data-driven insights, govern referrals, and report on KPI milestones while reporting to senior leadership. This role provides broad exposure across the enterprise and opportunities to influence strategic outcomes.
Job description
J.P. Morgan Personal Advisors is seeking a Sales Strategy & Support Manager to accelerate growth by shaping referral partnerships and improving client experiences across US Wealth Management.
You will partner with Product and Tech to build scalable tools, deliver data-driven insights, govern referrals, and report on KPI milestones while reporting to senior leadership. This role provides broad exposure across the enterprise and opportunities to influence strategic outcomes.
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