Wealth Management- VP/Business Manager

Posted Feb 10

Full Job Description

You will support the Business Management functions for the Head of Business Administration & Operational Excellence in both the day to day support of the organization and its strategic initiatives. You will do so from a tactical and strategic perspective through material creation, executive reporting, communications, and driving execution of business priorities. The role requires excellent communication skills, flexibility, comfort with ambiguity and a rapid pace of change, attention to detail, and strong collaboration with leaders and various businesses / functional areas across J.P. Morgan Wealth Management.

Job responsibilities

  • Lead tactical initiatives on behalf of the function
  • Create business analysis and recommendations in support of senior decision making
  • Oversee portions of the preparation, execution, and follows ups of management meetings, business reviews and offsites
  • Creation and follow-up of weekly agendas for Staff Meetings
  • Curate executive ready presentations, and assist in preparation for various forums and events (e.g., offsites, business reviews, senior stakeholder meetings, conferences)
  • Interfacing with senior executives on the leadership team and build relationships across various stakeholders to enable the business to achieve its objectives
  • Develop internal communications pieces and content for the organization
  • Assist in prioritization, implementation and measurement of key priorities, goals, and targets for the business
  • Maintain a positive attitude and act as team player in supporting team activities and initiatives

Required qualifications, capabilities, and skills

  • A track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating leadership
  • Strong interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of the organization
  • Ability to communicate effectively and confidently (both verbally and written)
  • Strong executive storytelling and presentation skills
  • Ability to prioritize, multi-task and manage multiple activities with tight deadlines
  • Self-motivated, driven, positive, team-player with unwavering personal integrity
  • Strong skillset in Microsoft office products (e.g., PowerPoint, Word, Excel, Outlook), and executive presentation building skills
  • Excellent problem-solving skills and ability to prioritize issues and analysis; strong organizational skills and detail-orientation
  • Adaptable to change in a fast-paced environment
  • Works well independently or as part of a team
  • Knowledge of the J.P. Morgan Wealth Management business models and organization structure
  • 3-5 years of prior experience in financial services industry, preferably in wealth management or investments organizations
  • 3-5 years of project management, business management, or consulting experience ideally with exposure to field / large project rollouts and accountability for complex components / tasks

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 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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.

Equal Opportunity Employer/Disability/Veterans