The J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Advisors, and Self-Directed Investing. The combined business has ~$900 billion in Assets under Management and ~5,000 advisors who work out of 3,500 branches and 21 offices.

Our Advisor compensation and incentive programs reinforce our business strategy and drives appropriate Advisor behavior. Incentive compensation represent our single largest expense and is critical to recruiting, motivating, and retaining Advisors.  The Field Performance & Incentives Support team is responsible for end-to-end oversight and execution of our incentive plans. In this high-impact role you will interact with employees at various levels related to a range of topics and/or issues (complex, sensitive, routine, etc.) requiring attention to detail and accuracy of work while maintaining a high quality standard and ensuring data integrity. 

 

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 J.P. 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