VP, Wealth Transfer & Partnerships: Program Excellence

JP Morgan Chase; Plano (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase in Plano, TX seeks a Vice President to lead execution, oversight, and continuous improvement of client transfer programs within Wealth Management. You will coordinate with advisors, field leaders, and partners to ensure governance, risk controls, and timely communications from intake to finalization.

This role requires driving data quality, issue escalation, and practical solutions that improve client satisfaction and business outcomes, while coaching junior colleagues to raise

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 consistent application of policy, process, and documentation standards
• Establish operating cadence with partners and field leaders, including intake routines, prioritization, escalation paths, and program updates
• Resolve complex transfer cases by coordinating stakeholders, clarifying decision points, and ensuring timely resolution with appropriate controls
• Own program communications, including policy/process changes, field guidance, and maintenance of program overview materials and contact lists
• Drive data quality and case tracking, ensuring transfer records are complete, auditable, and aligned to classification and approval requirements
• Confirm transfer classifications with all relevant partners and communicate final outcomes to advisors and managers
• Manage revenue-share workflow end-to-end, including review coordination, submission to incentive systems, and partnership with Finance and Controllers to execute economic arrangements across channels
• Deliver reporting and analytics on transfers and results (e.g., flows, revenue, assets), translating insights into clear updates for managers and executives
• Identify operational, reputational, and control risks; elevate issues, document remediation actions, and track closure in partnership with key stakeholders
• Lead process improvement efforts, simplifying steps, reducing cycle time, and strengthening control points based on recurring pain points and root-cause analysis
• Coach and support junior team members through guidance, review, and knowledge sharing to raise consistency and execution quality

Skills

Program operations

Sales support

Client servicing

Analytics

Stakeholder communication

Cross-functional coordination

Excel

PowerPoint

Word

Tools

Excel

PowerPoint

Word

Job description

JPMorgan Chase in Plano, TX seeks a Vice President to lead execution, oversight, and continuous improvement of client transfer programs within Wealth Management. You will coordinate with advisors, field leaders, and partners to ensure governance, risk controls, and timely communications from intake to finalization.

This role requires driving data quality, issue escalation, and practical solutions that improve client satisfaction and business outcomes, while coaching junior colleagues to raise