J.P. Morgan Wealth Management - Vice President, Field Performance Platforms & Experience

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 curios...