VP of Wealth Transfer & Partnership Programs

JPMorganChase; Plano (TX); On-site; USD 140,000 - 200,000; Full time

Job summary

JPMorganChase is seeking a Vice President in the Wealth Management Partnership Program to lead execution, governance, and continuous improvement of client transfer programs. You will collaborate with advisors, field leaders, and key partners to align with business priorities and client needs while ensuring professionalism, discretion, and strong risk controls.

You will provide timely communications, identify emerging risks, and deliver practical solutions that enhance client satisfaction and

Qualifications

• Five years of professional work experience in program operations, sales support, client servicing, analytics, or a related role.
• Demonstrated ability to manage multiple, concurrent priorities with strong attention to detail and deadlines.
• Demonstrated ability to analyze complex processes using data and translate findings into clear actions and updates.
• Strong written and verbal communication skills, including ability to communicate concisely to senior stakeholders.
• Demonstrated sound judgment and controls mindset, including discretion when handling confidential client and advisor information.
• Demonstrated ability to lead cross-functional coordination and drive work to closure through influence and follow-through.
• Intermediate proficiency in Microsoft Excel, PowerPoint, and Word.

Responsibilities

• Lead day-to-day program execution and governance for client transfers, ensuring policy, process, and documentation standards.
• Establish operating cadence with partners and field leaders, including intake routines and program updates.
• Resolve complex transfer cases by coordinating stakeholders and ensuring timely resolution with proper controls.
• Own program communications, including policy changes, field guidance, and overview materials.
• Drive data quality and case tracking, ensuring records are complete and auditable.
• Identify operational, reputational, and control risks; elevate issues and remediation actions.
• Lead process improvement efforts to simplify steps and strengthen controls.
• Coach and develop junior team members to raise execution quality.

Skills

Program operations

Sales support

Analytics

Communication

Risk awareness

Cross-functional coordination

Attention to detail

Tools

Microsoft Excel

PowerPoint

Word

Job description

JPMorganChase is seeking a Vice President in the Wealth Management Partnership Program to lead execution, governance, and continuous improvement of client transfer programs. You will collaborate with advisors, field leaders, and key partners to align with business priorities and client needs while ensuring professionalism, discretion, and strong risk controls.

You will provide timely communications, identify emerging risks, and deliver practical solutions that enhance client satisfaction and