VP, Wealth Transfer Programs & Governance

Aumni; Plano (TX); On-site; USD 180,000 - 250,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Vice President to lead the Wealth Management client transfer program within the Sales Strategy Support team.

You will oversee execution, governance, and continuous improvement, ensuring disciplined controls and timely, high-quality communications to field leaders, advisors, and stakeholders. The role requires managing complex transfers, driving data quality, and coordinating revenue-share workflows with Finance and Corporate partners.

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

Stakeholder management

Data analysis

Communication

Controls mindset

Cross-functional coordination

MS Office suite

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Vice President to lead the Wealth Management client transfer program within the Sales Strategy Support team.

You will oversee execution, governance, and continuous improvement, ensuring disciplined controls and timely, high-quality communications to field leaders, advisors, and stakeholders. The role requires managing complex transfers, driving data quality, and coordinating revenue-share workflows with Finance and Corporate partners.