J.P. Morgan Wealth Management - Field Integration Lead - Advisor Tools

Location: New York, NY, United States

Job Family: Sales Support

About the Role

At J.P. Morgan Wealth Management, our mission is to empower clients with unparalleled advice and service across all market channels, leveraging the full strength of J.P. Morgan Chase's global resources. As the Field Integration Lead - Advisor Tools, you will play a pivotal role in bridging the gap between cutting-edge technology and the frontline advisors who deliver personalized wealth management solutions. Based in our dynamic New York, NY office, this position within the Sales Support category involves leading initiatives that integrate intuitive, secure tools to streamline advisor workflows, enhance client interactions, and drive business growth in a highly regulated financial services landscape. In this leadership role, you will collaborate closely with cross-functional teams—including sales, technology, product, and compliance—to design, implement, and optimize advisor tools that support everything from portfolio analysis to client relationship management. Your responsibilities will include overseeing the deployment of integrated platforms that ensure advisors have real-time access to J.P. Morgan's vast array of investment products and insights, while adhering to stringent SEC and FINRA standards. By analyzing field feedback and performance data, you will identify opportunities for innovation, such as AI-driven advisory enhancements or mobile tool integrations, ultimately contributing to our objective of delivering the best possible client experience. We seek a strategic thinker with deep expertise in financial services technology, passionate about transforming advisor capabilities in a competitive wealth management arena. This role offers the chance to influence J.P. Morgan Chase's digital evolution, working in a collaborative environment that values innovation, integrity, and client focus. Join us to help shape the future of wealth management at one of the world's leading financial institutions.

Key Responsibilities

• Lead the integration of field tools and technologies to enhance advisor productivity and client service in J.P. Morgan Wealth Management
• Collaborate with sales, technology, and operations teams to identify and implement advisor tool enhancements across market channels
• Oversee the rollout of new digital platforms, ensuring seamless adoption by field advisors and compliance with J.P. Morgan standards
• Analyze user feedback and performance metrics to drive continuous improvement in advisor tools and processes
• Manage cross-functional projects from inception to deployment, including risk assessment and timeline adherence
• Provide training and support to field teams on integrated tools, fostering a culture of innovation in client advice delivery
• Ensure all integrations align with J.P. Morgan's commitment to secure, client-centric wealth management solutions
• Monitor industry trends in financial technology to recommend proactive tool upgrades for competitive advantage
• Facilitate communication between headquarters and field offices to bridge gaps in tool functionality and user needs

Required Qualifications

• Bachelor's degree in Business, Finance, Information Technology, or a related field
• Minimum of 7 years of experience in financial services, with a focus on wealth management or advisor support tools
• Proven track record in leading cross-functional teams for technology integration projects in a banking environment
• Strong understanding of regulatory requirements in the financial industry, including SEC and FINRA compliance
• Experience with CRM systems and advisor platforms used in wealth management
• Demonstrated ability to manage stakeholder relationships across sales, technology, and operations teams

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications (e.g., CFA, CFP)
• Prior experience at a major financial institution like J.P. Morgan Chase in wealth management roles
• Knowledge of agile methodologies and project management tools such as Jira or Microsoft Project
• Familiarity with data analytics and visualization tools in a financial context

Required Skills

• Project management and leadership in financial technology integrations
• Proficiency in CRM systems like Salesforce or J.P. Morgan's proprietary platforms
• Strong analytical skills for assessing tool performance and user data
• Excellent communication and stakeholder management abilities
• Knowledge of wealth management products and advisor workflows
• Agile and waterfall project methodologies
• Regulatory compliance expertise in financial services
• Data analytics using tools like Tableau or Excel
• Problem-solving in complex, multi-channel environments
• Team collaboration across diverse functions
• Adaptability to fast-paced, innovative tech landscapes
• Customer-centric mindset for enhancing client advisory experiences
• Technical aptitude for integrating APIs and software solutions
• Strategic thinking for aligning tools with business objectives

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to J.P. Morgan's wellness initiatives
• Flexible work arrangements and relocation assistance for eligible roles
• On-site fitness centers and subsidized commuting benefits in New York

JP Morgan Chase is an equal opportunity employer.