JPM Wealth Management-Advisor Performance Specialist-Associate

• Consolidate data feed for progress reports
• Publish & deliver progress reports to field & Advisors
• Analyze trends in metrics
• Calculate performance goals for incoming participants
• Review bonus eligibility & distribute communications
• Review performance management actions and communicate to required stakeholders
• Maintain records of exceptions/adjustments
• Manage incoming requests to adjust compensation and communicate changes
• Update draws annually based on state minimum adjustments
• Create and distribute monthly draw correction file
• Distribute all outbound compensation communications

• 3-5 years broad business experience, preferably in the wealth management industry
• 1+ years of experience in program, product or project management experience preferred
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
• Ability to multi-task and adapt to changing priorities
• Exceptional attention to detail
• Ability to identify opportunities and implement solutions based on program priorities
• Exceptional written skills and strong executive communications experience
• Bachelor's degree preferred

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.