J.P. Morgan Wealth Management -Executive Director, Wealth Management Partnership Program Lead (CWM)

Our Wealth Management Partnership Program team leads cross-channel client transfer initiatives, ensuring every transfer is handled professionally and consistently.

We work across Chase Wealth Management, JPMorgan Advisors, and the Private Bank, guiding transparent decision-making and delivering effective outcomes.

The team maintains high standards, synthesizes complex client scenarios, and provides clear insights to senior leadership.

Join us in shaping a seamless client experience through strong governance and collaboration.

As an Executive Director, Wealth Management Partnership Program Lead, you will lead the team responsible for managing client transfers end-to-end (intake through finalization), setting standards and ensuring strong execution.

This role requires the ability to synthesize complex, nuanced client scenarios into clear, decision-ready summaries, paired with strong attention to detail, excellent written and verbal communication, and sound judgment when navigating sensitive matters impacting clients and advisors.

Job Responsibilities


* Guide program strategy and multi-year roadmap for the Wealth Management Partnership Program, including program scope, operating model, success measures (client experience, flows, revenue, assets), and continuous improvement priorities.


* Provide leadership and oversight for the team that executes and tracks client transfers, ensuring consistent case handling, timely turnaround, and high-quality documentation.


* Own enterprise governance by establishing/leading senior forums to drive prioritization, escalation, risk assessments, policy adherence, and cross-business coordination across Chase Wealth Management, JPMorgan Advisors, and the Private Bank.


* Ensure consistent, controlled transfer execution: oversee transfer intake, documentation, review, classification confirmation, and finalization processes; identify gaps and drive remediation.


* Oversee economic/revenue share processes: ensure accurate tracking, review, submission into incentive systems, and coordination with Finance and Controllers to execute economic arrangements across channels.


* Deliver executive-ready reporting and insights: provide clear updates on program performance (flows, revenue, assets), emerging trends, and key risks; translate complex casework into easily understood narratives for senior leadership.


* Embed robust controls and confidentiality standards: maintain a strong controls mindset, ensure appropriate handling of highly sensitive client/advisor information, and apply strong judgment to make sound decisions on sensitive topics.


* Drive process excellence: identify operational pain points, streamline workflows, improve documentation standards, and implement scalable process improvements to enhance client experience and business outcomes.


* Lead and develop a high-performing team: hire, coach, and develop talent; set clear expectations, operating rhythms, and accountabili...