ConnectWealth, Advisor Service & Platform Lead, Vice President

Connectwealth Advisor Service Platform Lead

Role Summary : The Advisor Service Lead is responsible for building, executing, and evolving Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions in CWM. This role is pivotal in fostering meaningful partnerships with CWM Service Center, empowering them with expert guidance and support to help advisor adoption of the platform. Additionally, the Advisor Service Lead will spearhead the evolution and global expansion of the case inquiry management tool across PMG and Operations, serving as project manager and product owner to centralize, analyze, and expedite advisor inquiry resolution, ensure consistent adoption, and integrate AI for enhanced efficiency.

Advisor Service Responsibilities :

• Build, execute, and evolve Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions.
• Champion the design and rollout of innovative offerings on behalf of advisor service, leveraging Artificial Intelligence (AI) / Technology, education, and actionable intelligence to elevate the advisor experience.
• Proactively build strong, collaborative relationships with CWM Service Center, acting as a trusted partner for escalated inquiries, platform education and value-added initiatives.
• Provide responsive support for advisor inquiries from CWM Service Center, resolving complex cases by coordinating across multiple product & technology groups with urgency and a focus on business impact.
• Continuously learn and master the ConnectWealth platform, its goals, and offerings to support the growth of the advice business at JPMC; clearly articulate platform value to advisors & Service center and educate them through effective interactions.
• Develop and deliver training, onboarding, and enablement programs to ensure teams and advisors are equipped to use the platform effectively.
• Partner with product, technology, and business leaders to align service delivery with firm strategy and evolving advisor needs.
• Monitor advisor & Service Center inquiry metrics to identify opportunities for education, platform improvements, and business growth initiatives.
• Maintain a feedback loop with Service Center and product owners by tracking issues and enhancements, providing updates to teams, and prioritizing critical requirements for continuous improvement.

Case Product Responsibilities :

Required Qualifications, Capabilities, and Skills :

JPMorgan Chase & Co. offers a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Base Pay / Salary : New York,NY $122,550.00 - $201,000.00 / year