Job Details

Vice President - Team Lead on the Advisor Performance Solutions Team

At J.P. Morgan Wealth Management, our Financial Advisors deliver high-quality advice and investment solutions to clients every dayhelping families achieve their goals, build legacies, and unlock opportunities for long-term growth. Their expertise and commitment are the foundation of our business, and their performance is central to our success.

Advisor performance-based compensation is critical to attracting, motivating, and retaining top talent. It is paramount that performance results are clear and accurate to foster trust and drive exceptional outcomes.

As the Vice President - Team Lead on the Advisor Performance Solutions Team you will serve as a dedicated partner to our advisors and managers, providing timely, accurate, and insightful support on all aspects of performance evaluation. We work alongside managers to provide support performance conversations, explain programs, review calculation details, and educate advisors on incentive programs. We provide principled service with professionalism and heart.

As Team Lead, you will play a pivotal role in shaping the advisor experience, leading a team to resolve performance-related inquiries and champion transparency, accuracy, and service excellence. You will collaborate with cross-functional partners, drive process improvements, and help advisors focus on what matters mosttheir clients.

Key Responsibilities

• Lead, mentor, and develop a team of analysts dedicated to resolving advisor inquiries related to performance metrics, credited revenue, Net New Money, and incentive programs.
• Oversee the resolution of questions regarding the accuracy, completeness, or calculation basis of advisor performance, ensuring responses are timely, clear, and actionable.
• Partner with Finance, Technology, and Field Leadership to address systemic issues, enhance reporting, and improve the advisor experience.
• Develop and refine processes to optimize inquiry management, case tracking, and service delivery.
• Monitor team performance, analyze key metrics, and implement improvements to drive operational excellence and advisor satisfaction.
• Prepare and present insights, reports, and recommendations to senior leadership.
• Support special projects and initiatives aimed at elevating the advisor experience and advancing business objectives.
• Foster a culture of transparency, integrity, and continuous improvement within the team.

Required Qualifications, Capabilities, and Skills

• Bachelor's Degree in Finance, Business, Economics, or a related field.
• Minimum of 4 years' experience in financial services, client service, operations, or a related function, with at least 1 year in a supervisory or team lead role.
• Strong analytical skills and attention to detail; able to synthesize information and apply quantitative approaches to complex business processes.
• Excellent communication and interpersonal abilities; capable of tailoring messages to diverse audiences and building strong relationships.
• Proven ability to lead teams, drive process improvements, and deliver results in a fast-paced environment.
• Experience with performance metrics, reporting, and inquiry/case management systems.
• Good judgment and discretion working with highly confidential information.