As the Strategy and Support for Chase Wealth Management you will report 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. You will be responsible for field leadership communications and ensuring field leadership is kept apprised of upcoming key CWM priorities. The role requires 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.
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
Demonstrated track record of a high level of initiative, 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
Excellent academic credentials; Bachelor's degree
Preferred qualifications, capabilities, and skills
Wealth Management experience preferredChase 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $71,250.00 - $115,000.00 / year