VP, Wealth Transfer & Partnership Operations

JPMorgan Chase; Plano (TX); On-site; USD 140,000 - 240,000; Full time

Job summary

JPMorgan Chase in Plano seeks a VP to lead the Wealth Management Transfer program within the Sales Strategy Support team. You will oversee client transfers from intake to finalization, ensure policy adherence, and coordinate cross-functional partners, maintaining professional risk controls and timely communications.

You will drive governance, reporting, and continuous improvements to enhance client satisfaction and business outcomes.

Qualifications

• Five years of professional work experience in program operations or sales support.
• Ability to manage multiple priorities with attention to detail and deadlines.
• Ability to analyze complex processes using data and translate findings into actions.
• Strong written and verbal communication for senior stakeholders.
• Discretion handling confidential client and advisor information.
• Ability to lead cross-functional coordination and drive work to closure.

Responsibilities

• Lead day-to-day program execution and governance for client transfers, ensuring consistent policy, process, and documentation standards.
• Establish operating cadence with partners and field leaders, including intake routines, prioritization, escalation paths, and updates.
• Resolve complex transfer cases by coordinating stakeholders and ensuring timely resolution with appropriate controls.
• Own program communications, including policy/process changes and field guidance.
• Drive data quality and case tracking, ensuring transfer records are complete and auditable.
• Confirm transfer classifications with partners and communicate final outcomes to advisors and managers.
• Manage revenue-share workflow end-to-end with Finance and Controllers to execute arrangements.
• Deliver reporting and analytics on transfers and results for managers and executives.
• Identify operational, reputational, and control risks; elevate issues and track remediation.
• Lead process improvement to reduce cycle time and strengthen control points.
• Coach and support junior team members to raise consistency and execution quality.

Skills

Program operations

Project prioritization

Data analysis

Communication

Risk and controls mindset

Cross-functional coordination

Excel

Tools

Microsoft Excel

PowerPoint

Word

Job description

JPMorgan Chase in Plano seeks a VP to lead the Wealth Management Transfer program within the Sales Strategy Support team. You will oversee client transfers from intake to finalization, ensure policy adherence, and coordinate cross-functional partners, maintaining professional risk controls and timely communications.

You will drive governance, reporting, and continuous improvements to enhance client satisfaction and business outcomes.