J. P. Morgan Wealth Management - Vice President, Business Programs & Field Enablement

Job Description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed—our digital investing platform. The combined business has approximately $600 billion in Assets Under Management and approximately 5,000 advisors located across 3,500 branches and 20 offices.

Make your mark by helping shape the future growth of Chase Wealth Management. Join our Business Development team and partner with leaders across the organization to turn strategic priorities into programs, tools, and communications that support advisors and field leaders. You'll have the opportunity to contribute to initiatives that influence advisor effectiveness, client engagement, and business growth while building relationships across a collaborative and dynamic environment. If you enjoy translating strategy into practical solutions and creating meaningful business impact, we'd love to hear from you.

 

As a Vice President of Business Programs and Field Enablement  within the CWM Business Development team, you will sit at the intersection of strategy and execution—translating the firm’s most important US Wealth Management priorities into clear, compelling, and field-ready programs that lead to measurable advisor behavior and client outcomes. This is not a traditional strategy role. You will own the full arc from collaborating with teams on key business initiatives and strategic concepts to driving field activation. Success requires a sharp strategic mind, exceptional attention to detail, and the ability to build strong partnerships across a complex organization. Most importantly, you’ll bring ideas to life: simplifying complex concepts and translating strategy into practical guidance that empowers advisors across the country.

 

Key Responsibilities

• Convert complex, enterprise-wide strategic initiatives into crisp field narratives, advisor-facing value propositions, and repeatable talk tracks that field leaders can coach to and advisors can immediately use with clients.

• Support the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.

• Serve as the connective tissue between corporate strategy teams and the field—ensuring that what gets built centrally is relevant, practical, and adoptable at scale.
• Build and own a full suite of enablement materials including playbooks, one-pagers, presentation decks, quick-reference guides, and digital resources hosted on intranet platforms and field-facing portals.
• Design workshops, coaching sessions, and field-ready materials that deepen advisor proficiency on priority initiatives and lead consistent execution across markets.
• Develop and manage field leader toolkits that enable branch and regional leadership to champion initiatives locally with their teams.
• Coordinate with One Chase partners, Practice Management consultants, Product Specialists, and Investment Product teams to create joint programming that reflects a unified, client-centric message.
• Build and maintain strong partnerships with Investment Product Leadership, One Chase partners, Marketing, Training, and other functional groups to align on priorities, co-develop materials, and guide coordinated field engagement.
• Influence senior stakeholders and field leadership through well-structured strategic recommendations, data-informed insights, and a credible point of view on what will move the field.
• Manage multiple concurrent initiatives with discipline—maintaining clear timelines, tracking progress against milestones, and communicating status to leadership.
• Measure the effectiveness of field engagement programs and iterate based on feedback, field adoption signals, and business results.

 

 

Required Qualifications, Capabilities, and Skills

• 6+ of experience in wealth management, financial services strategy, field enablement, or a closely adjacent discipline.
• Demonstrated track record of taking complex strategic content and making it accessible, actionable, and compelling for a field or sales audience.
• Experience designing and executing field engagement campaigns and training programs.
• Track record of translating larger strategic initiatives into clear field positioning, practical enablement, and repeatable messages advisors and field leaders can use.
• Knowledge of US Wealth Management products, investment solutions, financial planning, and the advisor-client relationship model.
• Exceptional written and verbal communication skills—you write with precision and speak with authority, whether in a two-page briefing or a room full of field leaders.
• Strong project management capability with the ability to run multiple workstreams simultaneously without sacrificing quality or detail.
• A builder’s mindset—you are energized by creating things that did not exist before and improving things that do.
• High stakeholder fluency—comfortable influencing senior leaders, navigating a matrixed organization, and earning credibility through substance and follow-through.
• Proficiency in PowerPoint and other content creation tools; experience with intranet or learning management platforms.
• Self-directed and proactive—you identify what needs to be done and move without waiting to be asked.

 

Preferred Qualifications, Capabilities, and Skills

• Consulting background a plus.
• Understanding of the Wealth Management field ecosystem.

About Us

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.