🚀 ConnectWealth, Advisor Service & Platform Lead, Vice President

ConnectWealth Advisor Service & Platform Lead

Vice President, Delaware (Preferred)/New York/ Columbus OH

Role Summary

The Advisor Service Lead is responsible for building, executing, and evolving Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions in CWM. This role is pivotal in fostering meaningful partnerships with CWM Service Center, & empowering them with expert guidance and support to help advisor adoption of the platform. Additionally, the Advisor Service Lead will spearhead the evolution and global expansion of the case inquiry management tool across PMG and Operations, serving as project manager and product owner to centralize, analyze, and expedite advisor inquiry resolution, ensure consistent adoption, and integrate AI for enhanced efficiency.

Advisor Service Responsibilities

• Build, execute, and evolve Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions.
• Champion the design and rollout of innovative offerings on behalf of advisor service , leveraging Artificial Intelligence (AI)/ Technology, education, and actionable intelligence to elevate the advisor experience.
• Proactively build strong, collaborative relationships with CWM Service Center, acting as a trusted partner for escalated inquiries, platform education and value-added initiatives.
• Provide responsive support for advisor inquiries from CWM Service Center, resolving complex cases by coordinating across multiple product & technology groups with urgency and a focus on business impact.
• Continuously learn and master the ConnectWealth platform, its goals, and offerings to support the growth of the advice business at JPMC; clearly articulate platform value to advisors & Service center and educate them through effective interactions.
• Develop and deliver training, onboarding, and enablement programs to ensure teams and advisors are equipped to use the platform effectively.
• Partner with product, technology, and business leaders to align service delivery with firm strategy and evolving advisor needs.
• Monitor advisor & Service Center inquiry metrics to identify opportunities for education, platform improvements, and business growth initiatives.
• Maintain a feedback loop with Service Center and product owners by tracking issues and enhancements, providing updates to teams, and prioritizing critical requirements for continuous improvement.

Case Product Responsibilities

• Lead the evolution and global expansion of the case inquiry management tool across PMG and Operations, acting as both project manager and product owner to centralize, analyze, and expedite advisor inquiry resolution, ensure consistent adoption, and integrate AI for efficiency.
• Identify and communicate business needs related to the case product across PMG and Ops, develop detailed requirements, and collaborate with technology partners to design effective system solutions.
• Develop and deliver training, onboarding, and enablement programs specific to the case management tool to maximize its value and usage.
• Drive the implementation of AI-enabled features within the case product to enhance service team efficiency and reduce inquiry volume.

Required Qualifications, Capabilities, and Skills:

• At least 7 years of experience in financial services, with foundational knowledge of managed investment products and advisory business
• Excellent verbal and written communication skills, with the ability to synthesize information, engage stakeholders, and effectively present findings through presentations and deck creation.
• Highly organized, detail-oriented, and self-motivated, with a strong focus on project management and meeting deliverables under tight timelines.
• 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.
• Quick learner who adapts to evolving technology and processes.
• Prior experience working with advisors, platform support, product management, or operations within wealth management is preferable