Charlotte Barreda
Weehawken,United States
Summary
Results-driven leader with extensive experience at JPMorgan, driving advisor adoption, technology integration, and operational execution across Wealth Management. Proven ability to build and lead high-performing, distributed teams, while partnering with senior stakeholders to translate strategy into field-ready execution that improves advisor productivity and experience. Grounded in early career experience supporting a financial advisor team serving ultra-high-net-worth clients, bringing a firsthand understanding of advisor workflows, client expectations, and the discipline required to operate at scale.
Overview
28
28
years of professional experience
Work History
Director, Technology Support
JP Morgan Chase
New York, New York
09.2021 - Current
- Built and scaled a distributed Level 1 advisor technology support organization from 7 to 21 professionals, supporting a national front-office advisor population.
- Led a remote team providing first-line support across 100+ advisor-facing applications, ensuring stability, adoption, and a consistent advisor experience.
- Established performance metrics and reporting used by senior stakeholders to assess advisor impact, service quality, and operational risk.
- Partnered closely with product, operations, and home-office teams to identify systemic issues, resolve escalations, and improve platform reliability and usability.
- Instilled a culture of advisor obsession across a fully remote team, aligning day-to-day execution with advisor productivity, and business outcomes.
Vice President - Training Strategy | Private Bank
JP Morgan Chase
New York, New York
04.2015 - 09.2021
- Led training, rollout, and adoption strategy for a new advisor platform within the Private Bank, driving readiness across advisors, and support teams.
- Translated complex technology changes into practical workflows aligned with advisor behavior and client expectations.
- Served as a bridge between field advisors, product teams, and operations to ensure successful implementation and sustained usage.
Vice President
JP Morgan Chase
New York, New York
06.2008 - 04.2016
- Managed technology rollout and training for new hires, transitioning advisors, and current advisor and client associates, ensuring seamless adoption across all roles.
- Oversaw advisor onboarding processes, including the transfer of books of business, ensuring operational continuity, and client experience.
- Partnered with compliance, operations, and field leadership to reduce onboarding friction, and accelerate advisor productivity.
Early Career
Bear, Stearns and Co
New York, NY
01.1998 - 06.2008
- Began career as a Sales Assistant supporting a financial advisor team serving ultra-high-net-worth clients, gaining firsthand experience in advisor workflows, client service expectations, and complex wealth management operations.
Education
Bachelor of Arts - Political Science
Rutgers University
New Brunswick, New Jersey, NJ12-1993
Skills
- Advisor Platform Adoption & Business Implementation
- Distributed Team Leadership (Remote & Field-Based)
- Wealth Management Operations & Advisor Experience
- Cross-LOB Stakeholder Partnership (USWM, AWM, PB, Home Office)
- Product & Process Rollout Execution
- Training Strategy, Field Readiness & Change Management
- Performance Metrics, KPI Design & Executive Reporting
- Escalation Management & Risk Mitigation
Languages
Spanish
Full Professional
Timeline
Director, Technology Support
JP Morgan Chase
09.2021 - Current
Vice President - Training Strategy | Private Bank
JP Morgan Chase
04.2015 - 09.2021
Vice President
JP Morgan Chase
06.2008 - 04.2016
Early Career
Bear, Stearns and Co
01.1998 - 06.2008
Bachelor of Arts - Political Science
Rutgers University