Vice President, Wealth Management Partnership Program Greater Plano, TX Area

The Company is seeking a Vice President to lead the execution, oversight, and continuous improvement of client transfer programs. Responsibilities include establishing operating routines and governance, coordinating complex cases, maintaining program communications and accurate case records, and managing transfer classifications and revenue-share workflows. The role also involves delivering reporting and analytics, identifying and escalating operational and control risks, driving process improvements, and coaching junior team members. The successful candidate will coordinate across advisors, field leaders, and other stakeholders to ensure timely, well-controlled outcomes. Applicants should have at least five years of experience in program operations, sales support, client servicing, analytics, or a related field. Strong analytical skills, attention to detail, and the ability to manage competing priorities and drive cross-functional work to completion are required. Excellent written and verbal communication, sound judgment, discretion with confidential information, and an effective controls mindset are essential. Intermediate proficiency in Microsoft Excel, PowerPoint, and Word is required; experience in wealth management, advisor support, client transfers, incentive administration, or revenue-share processes is preferred.

Hiring Company

JPMorgan Chase & Co.