J.P. Morgan Wealth Management - National Branch Business Management & Chief of Staff
The US Wealth Management business is undergoing significant growth initiatives with a key focus on the development of a remote advice, fiduciary wealth management channel. The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Securities and You Invest, our digital investing platform. The business is highly dynamic given the rapid evolution of customer behavior, presenting both challenges in how we evolve to meet customer needs as well as opportunities in how we serve our customers more efficiently and effectively.As the Chief of Staff for the The National Branch Business Management team, you will optimize business performance by helping to drive key initiatives. Based in New York, the senior Business Management lead will support the CEO & Divisional Directors of National Branch as they build and manage the new business, with duties ranging from ad-hoc analysis to project management. The highly visible role is dynamic and will vary and will be expected to support the business across all aspects of the business touching HR, finance, operations, sales strategy, product & marketing. This individual will manage a team and will be required to deal with complex business challenges, tight deadlines, competing priorities and interaction with senior management. Job
Responsibilities:
Support the CEO of National Branch, in all aspects of the organization, ranging from management of day-to-day business to the execution of strategic initiativesManage and develop a team of business management professionals to support the growing National Branch business, including the Divisional Directors Act as key contact for the National Branch team and act as a delegate for the head of Field Strategy & Execution, Divisional Directors, and CEO of National Branch Effectively manage the day-to-day business administration (chief of staff function), including partnering with leadership to prepare for business reviews, which includes drafting executive ready decks, meeting management, and change managementEnsure efficient and productive meetings by effectively managing agendas, facilitating discussions, and organizing with the events team as needed including weekly management meetings, large-scale offsites and recognition events Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysisSupport the strategic planning process (partnering with Finance) across various initiatives and priorities for the new client channel Project manage and quickly bring functions together to solve complex problems in a timely manner and create business recommendations in support of senior decision making Participate in collaborative initiatives with the field, looking for ways to continually simplify, improve, and add value to existing business processesCommunicate effectively with key business partners to understand projects and drive next stepsRequired qualifications, capabilities, and skills6
years of experience in the wealth management industry, or prior experience in a Business Management or COO roleDetail-oriented, organized, and task-oriented Excellent communication and interpersonal skills with ability to interface with all levels of the organizationAbility to build strong partnerships with key stakeholders, management and colleagues across USWMTeam player with a proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholdersProactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlinesExperience in effectively messaging priorities, initiatives and updates to senior managementPreferred qualifications, capabilities, and skillsSuperior judgment and discretion working with both confidential and sensitive informationStrong knowledge and experience using PowerPoint and Excel is requiredDemonstrates a sense of urgency and comfortable multi-tasking many initiatives and requests in an environment where flexibility to meeting demands and tight deadlines are the normAbility to effectively transform both quantitative and qualitative information into a compelling argumentChase 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. 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.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
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.
Full timePosting Date:
2024-03-27Estimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
Support the CEO of National Branch, in all aspects of the organization, ranging from management of day-to-day business to the execution of strategic initiativesManage and develop a team of business management professionals to support the growing National Branch business, including the Divisional Directors Act as key contact for the National Branch team and act as a delegate for the head of Field Strategy & Execution, Divisional Directors, and CEO of National Branch Effectively manage the day-to-day business administration (chief of staff function), including partnering with leadership to prepare for business reviews, which includes drafting executive ready decks, meeting management, and change managementEnsure efficient and productive meetings by effectively managing agendas, facilitating discussions, and organizing with the events team as needed including weekly management meetings, large-scale offsites and recognition events Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysisSupport the strategic planning process (partnering with Finance) across various initiatives and priorities for the new client channel Project manage and quickly bring functions together to solve complex problems in a timely manner and create business recommendations in support of senior decision making Participate in collaborative initiatives with the field, looking for ways to continually simplify, improve, and add value to existing business processesCommunicate effectively with key business partners to understand projects and drive next stepsRequired qualifications, capabilities, and skills6
years of experience in the wealth management industry, or prior experience in a Business Management or COO roleDetail-oriented, organized, and task-oriented Excellent communication and interpersonal skills with ability to interface with all levels of the organizationAbility to build strong partnerships with key stakeholders, management and colleagues across USWMTeam player with a proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholdersProactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlinesExperience in effectively messaging priorities, initiatives and updates to senior managementPreferred qualifications, capabilities, and skillsSuperior judgment and discretion working with both confidential and sensitive informationStrong knowledge and experience using PowerPoint and Excel is requiredDemonstrates a sense of urgency and comfortable multi-tasking many initiatives and requests in an environment where flexibility to meeting demands and tight deadlines are the normAbility to effectively transform both quantitative and qualitative information into a compelling argumentChase 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. 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.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
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.
Full timePosting Date:
2024-03-27Estimated Salary: $20 to $28 per hour based on qualifications.
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