Help shape how J.P. Morgan Personal Advisors grows by building scalable referral partnerships and a best-in-class client experience. You’ll use your strategy, analytics, and stakeholder management skills to drive measurable outcomes in a fast-moving, highly collaborative environment. Join us to grow your career through mobility and exposure across J.P. Morgan Wealth Management and the broader firm while working with teams that value inclusion and development

Job Summary:

As a Sales Strategy & Support Manager for the J.P. Morgan Personal Advisors team, you will accelerate growth by identifying, structuring, and executing strategic opportunities across US Wealth Management (USWM) and the broader firm. You will help shape how Personal Advisors scales across the enterprise by strengthening referral quality, improving funnel efficiency, and enabling advisors to deliver outstanding client outcomes. We will partner closely across stakeholders, and you will bring strong business judgment, clear communication, and disciplined execution in a complex, fast-moving environment

Job responsibilities:

• Define and execute a long-term referral partnership strategy for J.P. Morgan Wealth Management
• Identify and scale referral opportunities across both Wealth Management and the broader JPMorganChase ecosystem, building repeatable processes to route client opportunities to Personal Advisors
• Establish end-to-end J.P. Morgan Personal Advisors referral governance, including controls, protocols, and oversight of client transfers to ensure a compliant, high-quality client experience
• Serve as the referrals subject matter expert within J.P. Morgan Personal Advisors, partnering with Product and Tech to enhance and build tools that enable scalable referral models
• Build reporting and measurement capabilities to track success metrics, deliver insights, and drive continuous improvement
• Drive asset growth through strategic acquisition and deepening initiatives within both the Garage Team(s) and Advisor pool
• Proactively identify risks, escalate issues, and drive resolution while building trust and alignment across stakeholders
• Influence senior stakeholders and field leadership through well-structured strategic recommendations, data-informed insights, and a credible point of view on what will move the field
• Manage multiple concurrent initiatives with discipline—maintaining clear timelines, tracking progress against milestones, and communicating status to leadership
• Manage day-to-day execution to ensure efficient, compliant, and scalable outcomes

Required qualifications, capabilities, and skills

• 5+ years of directly relevant experience (e.g., financial services and/or sales strategy/business development), with a strong consultative and project management foundation
• Demonstrated ability to design and operationalize strategies and processes that are measurable, scalable, and compliant with applicable controls
• Strong ability to build consensus and progress initiatives in a highly collaborative, matrixed environment
• Demonstrated ability to influence stakeholders at multiple levels, including senior leadership
• Strong written and verbal communication skills, including the ability to explain complex topics clearly and succinctly

Preferred qualifications, capabilities, and skills

• Background in Wealth Management and/or sales
• Proficient in Excel and storytelling through data
• Experience developing/executing strategic plans within a sales organization

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