Chase · 1 week ago
J.P. Morgan Wealth Management – Associate, Field Performance and Incentive Strategy
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid Level
$71K/yr - $115K/yr
3+ years expChase 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. As an Associate on the Field Performance & Incentive Strategy team, you will play a key role in the design, implementation, and analysis of advisor incentive programs, contributing to strategic initiatives that influence advisor performance and client outcomes.
BankingFinancial Services
Responsibilities
Support the strategic design, implementation and execution of financial advisor compensation plans, scorecards and related policies and procedures in partnership with Business Leaders and key partners from Legal, Compliance, HR
Assist in developing presentations and executive materials for senior leadership and field executives
Contribute to building and enhancing reporting and coaching models for field leaders to drive advisor performance and productivity
Help measure and analyze incentive program efficacy, partnering with Finance, Technology, and Data & Analytics to demonstrate impact of policies and practice management
Participate in reviewing manual processes within the incentive ecosystem and help define process improvements, operating models, and requirements
Assist in preparing documentation related to incentive transparency, balancing clear client-friendly language with regulatory responsibilities
Conduct industry and competitor research, sharing insights and analyses with the broader team
Collaborate closely with Finance partners on topics such as compensation design modeling, budget and forecasting, and analytics
Support the development and production of dashboards and presentations to share monthly progress with senior leadership
Qualification
Required
Bachelor's Degree
Minimum of 3 years in financial services industry, with a background in Finance, Compensation, Management Consulting, and/or HR
Ability to balance multiple priorities; strong attention to detail and a control-oriented mindset
Demonstrates intellectual curiosity and honesty—seeks out the truth and grounds decisions in facts
Analytical and logical thinker, able to understand and analyze complex business processes
Strong oral and written communication skills; capable of concision and brevity for all types of audiences
Technically minded with intermediate to advanced Microsoft PowerPoint, Word, and Excel skills
Strong sense of responsibility and demonstrated history of end-to-end ownership
Strong interpersonal and influencing skills; ability to build strong relationships
Good judgment and discretion working with highly confidential information
Preferred
Understanding of Wealth Management products and services, and fundamental business drivers
Experience using Microsoft Excel, PowerPoint, and other analytical applications
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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