Pricing Strategy Lead for Advisor Programs

JP Morgan Chase; New York (NY); In loco; USD 120.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care

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Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Descrizione del lavoro

J.P. Morgan Wealth Management is seeking a Senior Associate for the Field Performance, Pricing, and Incentives team to shape advisor and client pricing strategies.

You will design pricing programs, build analytic tooling, and partner across Finance, Technology, Risk, Compliance, and the Advisor field force to drive pricing decisions that impact revenue and client satisfaction. The role offers visibility to senior leadership and opportunities to lead end-to-end pricing initiatives, with a strong

Competenze

• Bachelor’s Degree.
• Minimum of 3 years in financial services industry, with a background in Finance or Management Consulting.
• Strong sense of responsibility and end-to-end ownership.
• Ability to synthesize information and apply quantitative approaches to complex business processes.
• Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams.
• Excellent presentation and facilitation skills.
• Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset.
• Demonstrates intellectual curiosity and honesty – seeks out the truth and ground decisions in facts.
• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required).
• Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics.
• Good judgment and discretion working with highly confidential information.

Mansioni

• Manage the end-to-end advisor and client pricing and fee experience in partnership with business leaders and key partners.
• Ownership of specific workstreams may include but is not limited to:
• Develop presentations and executive materials for business executives and field leadership
• Develop materials for national calls to educate advisors on strategic changes
• Develop operating model and associated curriculum to educate advisors and field leaders on pricing
• Build out new and enhance existing reporting and associated coaching model for field leaders
• Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
• Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
• Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
• Ownership over client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
• Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
• Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems.
• Specific work and projects may include:
• Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
• Define migration and cutover strategy for new tech initiatives
• Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance
• Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions.

Conoscenze

MS Excel

PowerPoint

Presentation skills

Cross-functional collaboration

Analytical thinking

Attention to detail

Problem solving

Communication skills

Formazione

Bachelor’s Degree

Descrizione del lavoro

J.P. Morgan Wealth Management is seeking a Senior Associate for the Field Performance, Pricing, and Incentives team to shape advisor and client pricing strategies.

You will design pricing programs, build analytic tooling, and partner across Finance, Technology, Risk, Compliance, and the Advisor field force to drive pricing decisions that impact revenue and client satisfaction. The role offers visibility to senior leadership and opportunities to lead end-to-end pricing initiatives, with a strong