J.P. Morgan Wealth Management - Senior Associate - Client Pricing Strategy

At J.P.

Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day-guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for long-term growth.

Their deep expertise and unwavering commitment translate complex markets into clear, actionable advice that empowers our clients to pursue their most important financial goals with confidence.

Pricing is the cornerstone that connects the value of that advice to sustainable business results.

When we get pricing right-balancing competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel the growth of our US Wealth Management franchise.

As stewards of the end-to-end pricing experience, we ensure every fee and concession framework aligns with our strategic priorities and reflects the trust clients place in our brand.

As an Associate on the Field Performance, Pricing, and Incentives Team, you will play a pivotal role in shaping and executing our client pricing strategy.

This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management.

You will design innovative pricing programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction.

Job Responsibilities

Support the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners.

Opportunities to own specific workstreams may include but is not limited to:


* Develop presentations and executive materials for business executives and field leadership


* Develop materials for national calls to educate advisors on strategic changes


* Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders


* Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field


* Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management


* Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements


* Develop client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities


* Monitor industry trends and perform competitor/industry research, sharing insightful reports and anal...