The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
Strategy and Support for Chase Wealth Management reports into the Field Engagement team and is part of the Business Development Organization. You will be responsible for various aspects of the business and its initiatives. In this role you will be responsible for field leadership communications and ensuring field leadership is kept apprised of upcoming key CWM priorities. You will need excellent communication skills, ability to adapt quickly and flexibility with constantly changing environments. You will manage in a rapid pace of change, be detail oriented & possess a strong ability to influence and collaborate with various stakeholders at all levels of the firm.
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Job Responsibilities
- Manage materials for the weekly Field Leadership Team staff meeting, bi-monthly Regional Director calls, weekly Market Director calls and the national advisor call
- Curate executive-ready presentations, event logistics and speakers for various forums and events including DD-W and RD-W offsites, National Achievers Conference and senior leader roadshows
- Participate in meetings with partners on strategic projects to provide feedback on advisor rollout, communications and ways to drive engagement
- Identify risk and escalate issues quickly and appropriately, helping to resolve with solution-focused mindset
- Partner with communications team to strategize plans and draft messages to cascade timely updates to field leadership and advisors
- Strong ability to "tell the story"
- Build trust and rapport through all interactions to deliver the right outcomes for the business; driving advisor and client mindset across all strategic initiatives
- Provides execution support for the business on key priorities and business activities with a quick turnaround
Required qualifications, capabilities, and skills
- 2+ years of experience in financial services
- Experience managing projects in a client-focused environment
- Expert in Microsoft PowerPoint and executive presentation building skills
- An outstanding ability to communicate effectively and confidently (both verbally and written); ability to apply quantitative and strategic approaches and work well in cross-functional teams
- Excellent interpersonal and influencing skills (both written and verbal); ability to interact with colleagues at all levels and achieve goals without direct control over resources
- Strong judgement and ability to appropriately handle sensitive and sometimes confidential information. Deliver thoughtfully and expeditiously, while always remaining calm
- Strong ability to prioritize work; strong organizational skills and detail-orientation, comfort juggling a dynamic and ever-changing work
- Demonstrates a track record of a high level of initiatives, setting and achieving challenging goals, and demonstrating ability to work in unstructured, dynamic environment
- Self-motivated & a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development
- Bachelor's degree
Preferred qualifications, capabilities, and skills
- Wealth Management experience preferred
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.