Sales Strategy Support Analyst - JPMorgan Private Client
Join JPMorganChase and help deliver outstanding experiences for our clients and colleagues.
In Private Client Relationship Management, we combine best-in-class banking, lending, investments, and cutting-edge digital technology to power growth.
Be part of a team that values collaboration, inclusion, and excellence while building solutions that make a measurable impact.
As a Sales Strategy Support Analyst in JPMorgan Private Client, you oversee and execute incentive processes end to end to reinforce business strategy and encourage desired behaviors among Relationship Managers.
You collaborate across functions, ensure data integrity and controls, and translate insights into improvements that support recruiting, motivation, and retention.
Job responsibilities
* Manage and process scorecard and net-flow performance inquiries, exceptions, and error corrections.
* Communicate outcomes to stakeholders clearly and succinctly, documenting rationale and next steps.
* Identify and resolve micro-level process or system breaks; escalate macro-level issues for prompt remediation.
* Analyze inquiry patterns and processes to recommend continuous improvement opportunities.
* Collaborate with partners across the firm to enhance processes, policies, and field and client experiences.
* Summarize qualitative field feedback and report quantitative metrics on volumes, SLAs, and compensation impact.
* Maintain rigorous data quality standards and operate within a strong risk and controls framework.
* Document procedures and contribute to knowledge bases that improve first-contact resolution.
* Lead and/or actively participate in special programs and projects aligned to priority initiatives.
Required qualifications, capabilities and skills
* 3+ years of experience in financial services with background in finance, compensation, and/or HR.
* Strong understanding of Private Client products and services and the drivers of business performance.
* Proven analytical skills with the ability to translate complex data into clear insights and actions.
* Client-focused orientation with experience supporting field leaders and Relationship Managers.
* Excellent written and verbal communication skills; able to manage expectations and resolve issues.
* Strong organization and prioritization skills with attention to detail and a risk-and-controls mindset.
* Demonstrated curiosity and continuous improvement mindset grounded in facts and data.
Preferred qualifications, capabilities and skills
* Experience with incentive compensation systems, scorecard design, and exception management.
* Proficiency with reporting and collaboration tools (e.g., Excel, Tableau, SharePoint).
* Experience operating in a matrixed environment and presenting to senior stakeholders.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial g...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210723919
- Posted: 2026-03-14 08:30:28 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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