JPMorgan JP Morgan Wealth Management - Executive Director 

United States, New York, New York 

378130059

Job responsibilities

• Drive high priority initiatives working across multiple stakeholders in Business Banking and Wealth Management
• Enhance and scale the existing engagement and referral operating model between Business Relationship Managers & Financial Advisors (in-branch and out of branch)
• Lead field engagement and activation (e.g., form and run structured focus groups, run pilots for new activities in the field, create process for ongoing field guidance, partner with subject matter experts to train on products and solutions)
• Establish reporting, oversee business case build, establish OKRs, analyze product economics, and compensation changes
• Partner with key functional stakeholders such as Marketing on campaigns, Product & Technology to advance the product roadmap, Operations to solve client pain points, and Communications to create content and draft messages to field teams
• Communicate with and create content for senior stakeholders and cross line of business partners
• Grow workplace retirement solutions to fully serve small businesses and provide a bridge to managing wealth for company employees and owners
• Run governance for the overall partnership, including driving agendas, working on materials for business reviews, steering committees, and working groups

Required qualifications, capabilities, and skills

• 10+ years of experience in financial services, preferably within Asset & Wealth Management and Business Banking
• Execution-oriented, seeking management of a broad book of work with significant business growth impact
• Strong problem solving skills, specifically around complex initiatives across multiple workstreams
• Strong communication and presentation skills, both verbally and in written form
• Strong influencing skills to effectively collaborate with various stakeholders at all levels of the firm
• Ability to apply quantitative and strategic approaches and work well in cross-functional teams
• Experience managing projects in a client-focused environment
• Knowledge of retirement product sets and solutions and sales management
• Experience with connecting clients with the appropriate solution set in a sales capacity
• Experience with developing communications and training strategies for a scaled organization