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JPMorgan Chase JP Morgan Wealth Management - VP, CWM Field Implementation Manager in Plano, Texas

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, Consumer & Community Banking.

The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management, J.P. Morgan Advisors and You Invest - our digital investing platform. The combined business has $400 billion in Assets under Management and 4,000 advisors who work out of 3,500 Chase branches and 21 offices.

The CWM Field Implementation team plays a key role in enabling the CWM business to achieve its revenue objectives by providing leadership, engagement and optimization of all digital business applications, and platforms. The team is aligned, co-located, and dedicated to CWM business with the goal of transforming the user experience in order to drive product affinity across our business/platform. As part of the CWM Implementation team you will be expected to collaborate and commit to driving positive change through awareness and adoption of the technology solutions available to ultimately optimize front office client services, support talent, and success.

Key Responsibilities

  • Facilitates market/advisors/front office train-the trainer sessions via Adobe Connect, Webex, Skype, or other virtual communication tools as appropriate to education on technology, and process changes

  • Acts as a Change Management Leader supporting front office, operations, and technology through continuous delivery of transformational technology and JPM Connect Decommission related releases.

  • Provide support for the suite of applications within Advisor Central - becoming a key subject matter expert to resolve field feedback and minimize call volume and drive self-service behaviors (i.e. Connect Help, Send Us Feedback Tool).

  • Partnering with Level 2 and 3 system facing teams to manage resolution of application issue leveraging technology skills (reading logs, basic SQL)

  • Tracking, monitoring and analyzing inquiries, troubleshooting steps and resolutions for possible enhancements

  • Ensure accurate and timely escalation and resolution of all inquiries

  • Liaising with Technology project managers/business analysts on assigned topics to understand technology, conduct knowledge transfer sessions, and ensure team knowledge is current

  • Analyzes / utilizes reports to identify trends and strategizes with front office leaders to address training needs and drive adoption of new technology

  • Creating/updating technology documents and reviewing with team during formal knowledge sharing sessions

  • Ad-hoc management reporting as required


  • Ability to recognize, and communicate, ways to leverage technologies to enhance business practice, efficiency, time management, and communication systems

  • Proven success as a Change Management leader focused on strategic initiatives with a focus on the long-term vision for the business

  • Experience working with front office technology and process changes or closely with, front office professionals is preferred (financial/client advisor, investor, etc.)

  • Ability to present with impact, and facilitate in-person, and virtual learning sessions

  • Excellent oral and written communication skills - demonstrated ability to communicate clearly and concisely

  • Must be detail-oriented, flexible, self-directed, and able to work independently

  • Ability to coach and build relationships across all levels of the organization to influence partners to drive adoption of new tools and resources

  • Ability to prioritize, manage and execute multiple tasks and work streams; manage to deadlines with timely responses

  • Maximizes technology and resources

  • Financial Services experiences preferred; Series 7, 24 and 66 licenses beneficial to understanding the products and services provided

  • Continuously striving to enhance presentation and educational delivery of content

  • Some travel may be required

  • Bachelor's Degree preferred

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans