At J.P. Morgan Wealth Management, we are committed to supporting clients throughout their wealth journey. This includes working to understand and adapt to our client’s evolving needs and complexities with precision and care. Our objective is for clients to have access to the best advice and service that J.P. Morgan offers, across each of our market channels.

As the Field Integration lead for Advisor tools on the Sales Strategy and Support team, you will own the business prioritization and roadmap for Advisor Tools in Chase Wealth Management. This teams acts as the “voice of the field,” serving as the key integration partner with product and technology groups to ensure we’re building, designing, and prioritizing tools and resources that help our advisors be more effective and deepen client relationships aligned to the Practice Management framework. Your mission is to drive enterprise-wide adoption of best-in-class productivity platforms, deliver transformational efficiency gains, and embed robust controls in a highly regulated environment.

Job Responsibilities

• Set the multi-year strategic roadmap and priorities for advisor productivity initiatives, ensuring alignment with firmwide digital transformation goals.
• Influence product roadmaps to align strategically to business objectives and ensure tools are built with advisor behavior and practice management fundamentals at the forefront.
• Own field testing, pilots and national roll outs, designing resources and training to drive adoption of new features while collecting feedback and partnering with product teams to continuously improve.
• Establish an executive-level governance forum to drive prioritization, risk assessments and cross-business coordination.
• Drive change management at scale—owning stakeholder engagement plans, executive communications, training frameworks and adoption metrics.
• Continuously evaluate emerging technologies to sustain competitive advantage and advisor satisfaction.
• Serve as a strong communicator, translating product and technology updates in a way that resonates with the advisors and leaderships.

Required qualifications, capabilities, and skills

• 12+ years of experience in financial services, preferably wealth management. Client-facing sales experience is a plus,
• Proven track record of leading large-scale, multi-year technology and transformation programs
• Experience working within or partnering closely with a product organization to define roadmaps, prioritize backlogs and drive agile delivery.
• Strong knowledge of wealth-management and advisor workflows and regulatory landscape.
• Familiarity with leading CRM platforms (Salesforce), BI/analytics tools (Tableau) and workflow-automation technologies.
• Demonstrated ability to influence C-suite and board-level stakeholders, translating complex technical concepts into business value.
• Exceptional communicator and collaborator, skilled at navigating complex organizational structures.
• Exceptional leadership presence, with experience building high-performing teams and developing talent.
• Bachelor’s degree required

Preferred qualifications, capabilities, and skills:

• MBA preferred

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