Full time
JP Morgan Chase
Plano, TX
Our Wealth Management Partnership Program team leads cross-channel client transfer initiatives, ensuring every transfer is handled professionally and consistently. We work across Chase Wealth Management , JPMorgan Advisors , and the Private Bank , guiding transparent decision-making and delivering effective outcomes. The team maintains high standards, synthesizes complex client scenarios, and provides clear insights to senior leadership. Join us in shaping a seamless client experience through strong governance and collaboration. As an Executive Director, Wealth Management Partnership Program Lead, you will lead the team responsible for managing client transfers end-to-end (intake through finalization), setting standards and ensuring strong execution. This role requires the ability to synthesize complex, nuanced client scenarios into clear, decision-ready summaries , paired with strong attention to detail, excellent written and verbal communication, and sound judgment...