This listing doesn't post a salary. Most similar roles pay
$158,025–$229,875.
Based on 240 similar postings.
Employer
About JPMorgan Chase
JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.
JPMorgan Chase currently has
1117 open roles
on FindRole.
Listed pay typically runs
$186,160–$215,000
across 7 roles with salary data.
ConnectWealth, Advisor Service & Platform Lead serves as a Vice President responsible for defining and executing the advisor service strategy to support the adoption of the ConnectWealth platform and related investment solutions. This leader acts as a senior business partner to service centers, product management, operations, and technology teams to translate advisor needs into scalable capabilities and prioritized improvements. Key responsibilities include establishing governance for feedback tracking, managing the case inquiry management tool as a product owner, and driving automation and AI-enabled features to improve inquiry resolution. The role requires expertise in wealth management operations, managed investment products, and advisor workflows. Essential skills include advanced analytical abilities using service metrics, executive communication, and proficiency in Microsoft Office applications. This position solves complex operational pain points by improving platform stability, user experience, and overall service effectiveness for advisors.
Define and execute the advisor service strategy to drive adoption of the ConnectWealth platform and investment solutions.
Establish governance for tracking, analyzing, and prioritizing advisor feedback, platform defects, and operational pain points.
Act as a product owner for the case inquiry management tool, overseeing its roadmap, requirements, and automation capabilities.
Develop and deliver scalable training and enablement programs for advisors, business development consultants, and service teams.
Serve as a senior escalation point to resolve complex advisor inquiries by coordinating across product, operations, and technology teams.
Translate service metrics and inquiry trends into actionable insights for platform improvements and targeted education.
Manage the end-to-end lifecycle of case management tools, including testing, implementation, and change management.
Represent the voice of advisors in cross-functional planning to influence platform roadmap and resource decisions.
What we're looking for
At least 5 years of experience in financial services, wealth management, operations, product management, platform support, or a related field.
Strong knowledge of managed investment products, advisory platforms, advisor workflows, or wealth management operations.
Demonstrated ability to define strategy and lead complex initiatives end-to-end while delivering measurable outcomes across multiple stakeholder groups.
Executive-level verbal and written communication skills to synthesize complex information and influence senior leaders.
Proven stakeholder management skills to establish accountability and resolve competing priorities across product, operations, technology, and service organizations.
Strong product, program, or project leadership experience including requirements definition, roadmap prioritization, governance, risk management, testing, and change adoption.
Advanced analytical skills using data and service metrics to identify trends and guide investment decisions.
Experience supporting advisors, leading platform operations, managing products, or driving service transformation in wealth management (preferred).
Bachelor’s degree or equivalent professional experience (preferred).