J.P. Morgan Wealth Management - Associate, Field Performance Specialist

JPMorgan Chase & Co.Plano, TX, United States

26 days ago

Job type

Full-time

Job description

Join the . Morgan Wealth Management (JPMWM) team, a business dedicated to helping investors achieve their long-term financial goals. With ~$900 billion in Assets under Management and ~5,000 advisors across 3,500 branches and 21 offices, we offer a high-impact role in our Field Performance & Incentives Support team. This team oversees and executes our incentive plans, a critical component in recruiting, motivating, and retaining Advisors. You'll interact with employees at various levels, handling a range of topics and ensuring data integrity with attention to detail and high-quality standards.

As an Associate, Field Performance Specialist within the . Morgan Wealth Management team, you will be responsible for managing and processing incentive performance inquiries, exceptions, and error corrections. You will communicate incentive request results / feedback to appropriate stakeholders efficiently and succinctly. You will also identify and take ownership of micro-level system / process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution. This role provides an opportunity to collaborate with business partners from other teams and functions across . Morgan to improve processes, policies, and client experiences.

Job Responsibilities

Manage and process incentive performance inquiries, exceptions, and error corrections
Communicate incentive request results / feedback to appropriate stakeholders efficiently and succinctly
Identify and take ownership of micro-level system / process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution
Analyze existing processes and inquiries to make recommendations to peers and management team of continuous improvement opportunities
Collaborate with business partners from other teams and functions across . Morgan to improve processes, policies, and client experiences
Summarize and share qualitative feedback from the field; provide accurate / timely quantitative metrics regarding request volume, SLAs, and compensation impacts
Lead and / or actively participate in special programs and projects aligned to key Field Performance & Incentives priorities

Required qualifications, capabilities and skills

3+ years of experience in financial services and background in Finance, Compensation, and / or HR

SQL experience, or ability and willingness to learn new technical skills

Strong understanding of Wealth Management products and services, and fundamental business drivers of our business.

Able to work directly with field managers and Advisors to gather feedback, resolve issues, manage expectations, and deliver solutions on important

Able to balance multiple priorities with varying urgency and importance; has a strong attention to detail and approaches situations with a risk and controls mindset

Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity is a better place than it is today

Thinks analytically and logically to understand and analyze complex business processes

Strong oral and written communication skills; capable of concision and brevity

Intermediate Microsoft PowerPoint, Word, and Excel skills are required; Ability to learn new systems / workflows quickly and independently

Strong sense of responsibility, with demonstrated history of end-to-end ownership

Good judgment and discretion working with highly confidential information; our decisions can have a meaningful impact on Advisors’ lives and practices and we treat each situation with respect

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Wealth Management Associate • Plano, TX, United States