J.P. Morgan Wealth Management - Vice President, Advisor Productivity Tools

Lead the strategy and implementation of key strategic initiatives for U.S. Wealth Management

• Serve as point of contact to the field to have a strong understanding of advisor and manager needs and represent the voice of the advisor

• Partner regularly with subject matter experts in product, marketing, communications, business development, finance, and field leadership team to refine cross-functional approach

• Partner with product teams to prioritize roadmaps, support rollout and adoption of new functionality

• Manage projects end to end, from the planning and ideation stage all the way through execution

• Develop and enhance Advisor resources for roll-out of new technology products and enhancements

• Build out useful advisor content and best practices for client outreach, business development, goals-based advice, and relationship management in partnership with stakeholders

• Provide visibility with senior management on progress and milestones

Required qualifications, capabilities, and skills

• 7+ years of experience in financial services, self-starter and strategic thinker

• Able to work directly with field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs

• Organized and able to balance and deliver on multiple priorities; has a strong attention to detail, demonstrated project management experience and exercises a controls mindset

• Demonstrates intellectual curiosity and honesty - seek out the truth and ground decisions in the facts; genuinely interested in leaving each project in a better place than it is today

• Thinks analytically and stays grounded in data to understand and analyze complex business processes

• Strong oral and written communication skills to influence at all levels; capable of concision and brevity

• Intermediate Microsoft PowerPoint, Word, and Excel skills are required

• Self-motivated with strong sense of responsibility and initiative

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, paid in the form of cash and/or forfeitable equity, 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.