The J.P. Morgan Wealth Management (USWM) business, with ~$600 billion in Assets Under Management and ~5,000 advisors, is dedicated to helping investors achieve their long-term financial goals. The Business & Wealth Strategy Lead will report to the Head of Investments & Advice, partnering with senior members across multiple lines of business to ensure clarity around the priorities of the Wealth Management and Business Banking Partnership. The role requires excellent communication skills, adaptability, and flexibility in constantly changing environments.
As an Executive Director, Strategy Lead Wealth Management and Business Banking Partnership within J.P. Morgan Wealth Management, you will have the opportunity to promote high priority initiatives, enhance and scale existing models, and lead field engagement. You will work closely with various stakeholders, ensuring the needs of businesses and their employees are met through strategic planning and management. Your strong communication and problem-solving skills will be key in this role, as you navigate through complex initiatives and adapt to constantly changing environments.
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Job responsibilities
- Drive high priority initiatives working across multiple stakeholders in Business Banking and Wealth Management
- Enhance and scale the existing engagement and referral operating model between Business Relationship Managers & Financial Advisors (in-branch and out of branch)
- Lead field engagement and activation (e.g., form and run structured focus groups, run pilots for new activities in the field, create process for ongoing field guidance, partner with subject matter experts to train on products and solutions)
- Establish reporting, oversee business case build, establish OKRs, analyze product economics, and compensation changes
- Partner with key functional stakeholders such as Marketing on campaigns, Product & Technology to advance the product roadmap, Operations to solve client pain points, and Communications to create content and draft messages to field teams
- Communicate with and create content for senior stakeholders and cross line of business partners
- Participate in the growth and development of entity solutions inclusive of workplace retirement to fully serve small businesses and provide a bridge to managing wealth for company employees and owners
Required qualifications, capabilities, and skills
- 10+ years of experience in financial services in a sales management capacity within Asset & Wealth Management and Business Banking
- Experience with connecting clients with the appropriate solution set in a sales capacity
- Knowledge of retirement product sets and solutions and sales management
- Execution-oriented, seeking management of a broad book of work with significant business growth impact
- Strong problem solving skills, specifically around complex initiatives across multiple workstreams
- Strong communication and presentation skills, both verbally and in written form
- Strong influencing skills to effectively collaborate with various stakeholders at all levels of the firm
- Ability to apply quantitative and strategic approaches and work well in cross-functional teams
- Experience with developing communications and training strategies for a scaled organization
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.