ConnectWealth, Advisor Engagement and Platform Specialist, Vice President
Company: JPMorgan Chase & Co.
Location: Newark
Posted on: April 2, 2026
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Job Description:
Description As a ConnectWealth Advisor Engagement & Platform
Specialist, you will support the adoption of our new strategic
Unified Managed Account platform for the Global Private Bank and US
Wealth Management. This includes the Chase Wealth Management and JP
Morgan Advisors businesses, representing over $640 billion in AUM
across 900k accounts. You will assist in launching new capabilities
to the salesforce, communicating the value of platform features to
enhance Advisor productivity, and supporting the adoption of new
digital tools through seamless platform troubleshooting & support.
You will work closely with advisors, internal technology teams, and
platform stakeholders to enhance user experience, resolve issues,
and drive improvements in platform functionality. Potential
opportunity to lead a small team & contribute to creating
operational bandwidth for senior leadership. The ConnectWealth
Program is high-profile and spans multiple lines of business and
functions, aiming to transform the operating model for managed
accounts with an intuitive technology platform. Job
Responsibilities: Build & Implement Advisor Support Rollout Assist
in implementing rollout framework including stakeholder engagement,
knowledge documentation & training on platform capabilities,
communication strategy, feedback and evaluation, tracking key
performance indicators (KPI’s) & and continuous improvement to
ensure a smooth and effective implementation. Independently own and
execute initiatives to improve advisor support and operational
efficiencies by leveraging project and process management skills to
establish tasks, activities, and milestones to ensure successful
completion. Leverage data analysis skills to identify trends and
service gaps, provide data-driven recommendations, generate reports
for informed decision-making, and contribute to project planning
and KPI tracking. Partner with Advisors & Advisor Service Center:
Act as a knowledge expert for financial advisors, addressing
platform-related issues, providing training on UMA and investment
advice platform features, and ensuring prompt resolution and clear
communication. Collaborate with cross-functional teams, including
product, technology, and operations to troubleshoot, suggest
improvements, and assist in user acceptance testing (UAT) for
platform enhancements. Team Leadership & Management Assist in
building and mentoring a high-performing advisor support team.
Develop processes and best practices to improve team efficiency and
effectiveness. Serve as the escalation point for complex platform
issues and advisor concerns. Required Qualifications, Capabilities,
and Skills: Minimum 7 years of experience in the financial services
industry, preferably in Managed Accounts, wealth management, or
investments organizations. Basic knowledge of managed investment
products and/or investment advisory business. Experience supporting
financial advisors in platform adoption, with excellent client
service and communication skills for clear and effective
interactions. Preferred experience in managing a small,
high-performing team. Experience in cross-functional team
collaboration and coordination. Strong team player with the ability
to work with teams at all levels. Strong Data analysis skills with
ability to work with datasets, generate insights, & create
meaningful reports. Strong organizational skills and attention to
detail; self-motivated and goal-oriented. Ability to work under
tight timelines and meet deliverables. Quick learner who can adapt
to evolving technology and processes Preferred Qualifications,
Skills, and Capabilities: Proficiency with MS Excel, Word,
PowerPoint & other data-visualization tools for reporting. Prior
experience in advisor platform support, product management, or
operations within wealth management Strong problem-solving
abilities and analytical skills. Ability to synthesize information
and present findings effectively. Flexibility to follow tight
deadlines and prioritize work.
Keywords: JPMorgan Chase & Co., White Plains , ConnectWealth, Advisor Engagement and Platform Specialist, Vice President, Customer Service & Call Center , Newark, New York
