At J.P. Morgan Wealth Management (JPMWM), our Financial Advisors help clients navigate life’s milestones and achieve long‑term goals. The Field Performance & Incentive organization connects advisor excellence to sustainable business results by focusing on productivity, transparency, and service.

As Vice President for Field Performance Platforms & Experience, you will serve as the business lead, representative, and decision maker for the systems and tools that measure field performance, calculate results, and provide clear reporting to advisors and field leaders. You will shape the strategy, build the vision, and lead execution across a multi‑platform ecosystem—partnering closely with Finance, HR, Legal, Compliance, Technology, Data & Analytics, and field leadership. This highly visible role offers broad exposure to senior stakeholders and a direct line of sight to advisor outcomes and client experience. The position reports to the Head of JPMWM Field Performance & Incentive Strategy.

Job Responsibilities

• Drive the strategic design, implementation, and execution of advisor performance and incentive platforms, including data capture, crediting rules, calculation logic, and reporting, with a focus on Advisor and Manager experience
• Build the multi-year vision for practice management analytics and performance management; identify needs and solutions by meeting with advisors, managers, and field partners to deliver a full roadmap for ongoing improvement
• Collaborate with Product, Technology, Design, and Data teammates to define requirements, evaluate options, and support testing efforts
• Establish cross‑system controls, audits, and reconciliations to strengthen accuracy, reduce errors, and improve transparency for advisors and managers
• Prioritize and own the product backlog; make trade‑offs that balance business value, control outcomes, and technical feasibility; define acceptance criteria and validate delivery
• Enhance reporting and coaching tools that enable field leaders to manage productivity
• Review manual processes across the incentive ecosystem; design target‑state operating models and requirements that streamline workflows and enable automation
• Lead change management and communications for platform and policy updates; produce clear, client‑friendly documentation that meets regulatory responsibilities
• Monitor industry trends and competitor practices; synthesize insights and recommend improvements to drive best‑in‑class advisor and client experiences
• Develop and manage implementation plans; track progress, surface risks and dependencies, and communicate status, scorecards, and outcomes to senior leadership

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree

• Minimum 6 years in financial services with experience in Finance, Practice Management, Sales Compensation, and/or Management Consulting

• Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts

• Demonstrated end‑to‑end ownership of cross‑functional initiatives that combine product, policy, data, and controls

• Strong analytical and logical problem‑solving skills; detail‑oriented with a control‑focused mindset

• Strong oral and written communication skills; capable of concision and brevity to all of audiences

• Strong sense of responsibility and demonstrated history of end-to-end ownership

• Strong interpersonal and influencing skills; ability to build strong relationships

• Good judgment and discretion working with highly confidential information

Preferred qualifications, capabilities, and skills:

• 8–12 years of product management or business analysis experience in data‑rich domains (performance measurement, revenue crediting, incentive calculations, or financial reporting)

• Wealth Management experience and familiarity with advisor practices, performance metrics, and incentive plan mechanics

• Experience defining cross‑system controls, reconciliations, and audit processes; comfort leading remediation efforts that reduce inquiry volumes and improve accuracy

• Background building executive dashboards and field‑facing coaching or productivity tools; comfort with KPIs/OKRs and outcome‑based roadmaps

• Track record of leading in ambiguity, making sound trade‑offs, and delivering large‑scale initiatives with senior stakeholder engagement

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans