JPM Wealth Management-Advisor Program - Divisional Program Lead- VP
New York, New York County, New York, 10261, USA
Listed on 2026-08-30
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Management
Change Management, Corporate Strategy, Business Analyst, Project & Program Management
Location: New York
The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. We support both leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.
The Advisor Development Team supports the development of branch based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment, milestone completion and compensation.
Job SummaryThe Divisional Program Lead for the Advisor Growth Program (AGP) is responsible for developing Private Client Advisors at scale through the delivery of practice management concepts, tools, and structured development experiences.
The Divisional Program Lead partners closely with field leadership and divisional stakeholders to translate divisional priorities into a clear, forward-looking development strategy that supports strong business outcomes across markets, regions, and divisions. With direct exposure to the field, this individual identifies themes, capability gaps, and growth opportunities, and uses those insights to influence program design, messaging, and execution in partnership with field and home office leaders.
The role also requires strong public speaking and facilitation skills, including presenting and leading discussions for large audiences in both virtual and in-person settings.
Job ResponsibilitiesCross-Functional Collaboration:
Coordinate across partner teams to align resources, remove barriers, and deliver a cohesive advisor development experience
- 10+ years of broad business experience, preferably within wealth management, with a strong understanding of advisor practices and client engagement models.
- Demonstrated leadership and influence skills, with a proven ability to partnereffectively across markets, regions, and cross-functional teams to drive outcomes.
- Expertise in practice management development
, including business development, business management, and relationship management—applied through scalable coaching and program delivery. - Exceptional writing and executive communication skills
, with experience translating strategy into clear, compelling messaging and materials for leadership and field audiences. - Strong presentation and facilitation capability
, including comfort speaking to large audiences - FINRA licenses:
Series 7 and Series 66 required
CFP®
Chase is a leading financial services firm, helping nearly half of America’s households and small…
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