JPM Wealth Management-Advisor Performance Specialist-Associate

Aumni; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Performance Specialist within the Advisor Development Team to support the national incentive compensation plan and ensure a consistent participant experience.

The role partners with Human Resources, Legal, Finance and Field Leadership to drive improvements in compensation processes and communications across advisor channels.

Qualifications

• 3–5 years broad business experience, preferably in wealth management.
• 1+ years of program, product or project management experience preferred.
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams).
• Ability to multi-task and adapt to changing priorities.
• Exceptional attention to detail.
• Ability to identify opportunities and implement solutions based on program priorities.
• Exceptional written skills and strong executive communications experience.
• Bachelor’s degree preferred.

Responsibilities

• Consolidate data feed for progress reports.
• Publish & deliver progress reports to field & Advisors.
• Analyze trends in metrics.
• Calculate performance goals for incoming participants.
• Review bonus eligibility & distribute communications.
• Review performance management actions and communicate to required stakeholders.
• Maintain records of exceptions/adjustments.
• Manage incoming requests to adjust compensation and communicate changes.
• Update draws annually based on state minimum adjustments.
• Create and distribute monthly draw correction file.
• Distribute all outbound compensation communications.

Skills

Business experience

Program management

MS Suite proficiency

Multi-tasking

Executive communications

Attention to detail

Education

Bachelor’s degree preferred

Tools

PowerPoint

Excel

Outlook

Teams

Job description

The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. We support both leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.

The Advisor Development Team supports the development of branch-based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment, milestone completion and compensation.

The Performance Specialist is responsible for supporting the overall incentive compensation plan of the Advisor Growth Program. The Performance Specialist will assist in managing the national incentive compensation plan to ensure that participants have a consistent experience. This role will partner closely with multiple stakeholders ranging from Human Resources, Legal, Finance and Field Leadership.

Core Responsibilities:

• Consolidate data feed for progress reports
• Publish & deliver progress reports to field & Advisors
• Analyze trends in metrics
• Calculate performance goals for incoming participants
• Review bonus eligibility & distribute communications
• Review performance management actions and communicate to required stakeholders
• Maintain records of exceptions/adjustments
• Manage incoming requests to adjust compensation and communicate changes
• Update draws annually based on state minimum adjustments
• Create and distribute monthly draw correction file
• Distribute all outbound compensation communications

Qualifications:

• 3-5 years broad business experience, preferably in the wealth management industry
• 1+ years of experience in program, product or project management experience preferred
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
• Ability to multi-task and adapt to changing priorities
• Exceptional attention to detail
• Ability to identify opportunities and implement solutions based on program priorities
• Exceptional written skills and strong executive communications experience
• Bachelor’s degree preferred

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

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.

Support the development of branch- based advisors in JPMorgan Wealth Management.