The J.P. Morgan Wealth Management (JPMWM) 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, National Branch and Self-Directed - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors located across 3,500 branches and 21 offices.
As an Executive Director, Senior Business Manager within the J.P. Morgan Wealth Management team, you will be responsible for creating a collaborative environment to ensure holistic and cohesive solutions. You will uncover new and exciting business insights across Banking, Lending, Investing, and Planning. You will also lead key strategic initiatives and operating models related to cross-business deepening with clients, partnering with our Client Specialist team. Your role will also involve building competitive intelligence and earnings insights from a product perspective, and creating executive level presentations and related reports. You will identify cross-business dependencies and bring partners together for shared input/commentary, marketing materials, field training, and more. Lastly, you will own product controls across solutions and advice, acting as a key liaison and identifying and resolving product-related impacts as a result of regulatory or firm-wide requirements.
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Job responsibilities
- Develop a collaborative environment to ensure holistic and cohesive solutions and advice and uncover new and exciting business insights across Banking, Lending, Investing and Planning
- Create key strategic initiatives and operating models related to cross-business deepening with clients, partnering with our Client Specialist team (US Wealth Management prospecting team) - initial internal business opportunities may include Consumer Bank, Business Bank and Commercial Bank
- Build competitive intelligence and earnings insights from product perspective, and create executive level presentations and related reports
- Identify cross-business dependencies and bring partners together for shared input/commentary, marketing materials, field training, and more
- Own product controls across solutions and advice, acting as key liaison and identifying and resolving product-related impacts as a result of regulatory or firm-wide requirements
Required qualifications, capabilities, and skills
- Bachelor's Degree Required
- 8+ years in financial services industry
- Self-starter with ability to drive on own
- Exceptional verbal and written communication skills
- Ability to lead and present to senior management
- Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities
Preferred qualifications, capabilities, and skills
- Wealth Management Experience
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.