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VP, Wealth Transfer Programs & Governance

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Aumni
Full Time position Listed on 2026-11-12
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
  • Management
    Project & Program Management, Change Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 180000 - 250000 USD Yearly USD 180000.00 250000.00 YEAR

Job Description & How to Apply Below

JPMorgan Chase & Co. in Plano, TX is seeking a Vice President to lead the Wealth Management client transfer program within the Sales Strategy Support team.

You will oversee execution, governance, and continuous improvement, ensuring disciplined controls and timely, high-quality communications to field leaders, advisors, and stakeholders. The role requires managing complex transfers, driving data quality, and coordinating revenue-share workflows with Finance and Corporate partners.

We would love to welcome a new VP, Wealth Transfer Programs & Governance to our team in Plano, TX, United States.

This is a great position to take on the VP, Wealth Transfer Programs & Governance role at Aumni.

As a VP, Wealth Transfer Programs & Governance, you will play an important part at Aumni in Plano, TX, United States.

We invite applications for the VP, Wealth Transfer Programs & Governance position located in Plano, TX, United States.

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