JPMorganChase
J.P. Morgan Wealth Management - Vice President - Channel Trends & Insights Custo
JPMorganChase, Wilmington, Delaware, us, 19894
J.P. Morgan Wealth Management - Vice President - Channel Trends & Insights Customer Success Manager Join to apply for the
J.P. Morgan Wealth Management - Vice President - Channel Trends & Insights Customer Success Manager
role at
JPMorgan Chase .
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Job Description The Customer Experience (CX) Success Office is seeking a
Channel Trends & Insights Customer Success Manager
to guide a culture of client centricity by championing the voice of the client and influencing business roadmaps to solve top client problems, thereby driving overall client satisfaction and advocacy. Job Summary As the Vice President - Channel Trends & Insights Customer Success Manager on the CX Success Office team, you will work on a highly visible Wealth Management agenda that influences the direction of J.P. Morgan Wealth Management through CX horizontal priorities. This role offers exposure to consumer research, strategic insight generation, product development & agile methodologies, and design. It may require up to 25% travel. Responsibilities
Modernize CX reporting, including delivering quarterly reports with business context and industry-leading CX frameworks. Identify and analyze high-impact client problems to drive CX objectives through hypothesis-led analyses of listening posts. Influence CX roadmaps by setting annual CX targets, defining critical CX OKRs and KPIs, and analyzing listening data to understand strategic levers, aiming for an NPS score of 70. Refine collaborative operational models with channel teams, data & analytics, design, research, product owners, and other partners to foster a client-centric culture. Collaborate across teams to ensure listening posts and dashboards reflect Wealth Management strategies for measuring and informing CX roadmaps. Work with broad data sets to extract strategic insights. Consult across functional areas, demonstrating intellectual curiosity and adaptability. Manage time effectively across multiple high-impact projects. Produce accurate, executive-level materials. Qualifications & Skills
Strong analytical skills with the ability to synthesize large data into impactful insights. Ability to understand business problems and develop impactful recommendations. Excellent organizational skills, attention to detail, and multitasking ability. Strong relationship-building and influencing skills. Adaptability to changing priorities. Strategic and collaborative working style. Effective communication and presentation skills for executive audiences. Preferred Qualifications
Highly organized, thrives in fast-paced environments. Experience leading CX transformation initiatives. Proficiency in Excel, PowerPoint, Teams; JIRA, Confluence, SharePoint are a plus. Familiarity with Wealth Management, especially within JPMorgan Chase, is advantageous. About Us JPMorgan Chase is a leading financial services firm committed to creating lifelong relationships with clients through a broad range of financial products. We offer competitive rewards, benefits, and a diverse, inclusive work environment. Team & Culture Our Consumer & Community Banking division serves nearly half of U.S. households, offering a variety of financial services and digital solutions, with a focus on customer satisfaction and growth.
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J.P. Morgan Wealth Management - Vice President - Channel Trends & Insights Customer Success Manager
role at
JPMorgan Chase .
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Job Description The Customer Experience (CX) Success Office is seeking a
Channel Trends & Insights Customer Success Manager
to guide a culture of client centricity by championing the voice of the client and influencing business roadmaps to solve top client problems, thereby driving overall client satisfaction and advocacy. Job Summary As the Vice President - Channel Trends & Insights Customer Success Manager on the CX Success Office team, you will work on a highly visible Wealth Management agenda that influences the direction of J.P. Morgan Wealth Management through CX horizontal priorities. This role offers exposure to consumer research, strategic insight generation, product development & agile methodologies, and design. It may require up to 25% travel. Responsibilities
Modernize CX reporting, including delivering quarterly reports with business context and industry-leading CX frameworks. Identify and analyze high-impact client problems to drive CX objectives through hypothesis-led analyses of listening posts. Influence CX roadmaps by setting annual CX targets, defining critical CX OKRs and KPIs, and analyzing listening data to understand strategic levers, aiming for an NPS score of 70. Refine collaborative operational models with channel teams, data & analytics, design, research, product owners, and other partners to foster a client-centric culture. Collaborate across teams to ensure listening posts and dashboards reflect Wealth Management strategies for measuring and informing CX roadmaps. Work with broad data sets to extract strategic insights. Consult across functional areas, demonstrating intellectual curiosity and adaptability. Manage time effectively across multiple high-impact projects. Produce accurate, executive-level materials. Qualifications & Skills
Strong analytical skills with the ability to synthesize large data into impactful insights. Ability to understand business problems and develop impactful recommendations. Excellent organizational skills, attention to detail, and multitasking ability. Strong relationship-building and influencing skills. Adaptability to changing priorities. Strategic and collaborative working style. Effective communication and presentation skills for executive audiences. Preferred Qualifications
Highly organized, thrives in fast-paced environments. Experience leading CX transformation initiatives. Proficiency in Excel, PowerPoint, Teams; JIRA, Confluence, SharePoint are a plus. Familiarity with Wealth Management, especially within JPMorgan Chase, is advantageous. About Us JPMorgan Chase is a leading financial services firm committed to creating lifelong relationships with clients through a broad range of financial products. We offer competitive rewards, benefits, and a diverse, inclusive work environment. Team & Culture Our Consumer & Community Banking division serves nearly half of U.S. households, offering a variety of financial services and digital solutions, with a focus on customer satisfaction and growth.
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