J.P. Morgan Wealth Management- Vice President, Business Transformation

Joining the Chase Wealth Management Business Development team means being part of a dynamic and innovative environment where your contributions directly impact the success of our field leaders, advisors and clients. We offer opportunities for professional growth and development, along with a supportive team culture.

As a Vice President on the Chase Wealth Management Business Development team, you will be an integral part of our team, supporting initiatives that enhance advisor development and productivity. Our team operates under Chase Wealth Management, supporting branch-based advisors. We align our efforts with J.P. Morgan Wealth Management's strategic priorities, utilizing thematic campaigns and field communication channels to drive growth and enhance client engagement. By fostering strong relationships and leveraging targeted initiatives, we aim to support the overall success of our wealth management business.

Job Responsibilities:

• Determine strategic communication of priorities to field leaders, ensuring clarity and impact in messaging.
• Facilitate field leader development through direct calls and a newly established leadership enhancement program.
• Develop content and manage agendas for field leader meetings, overseeing comprehensive event planning and day-of coordination.
• Collaborate with internal teams to ensure alignment and seamless communication of strategic priorities.
• Oversee the creation and delivery of impactful presentations for executive leadership and committees. 
• Mentor a team of professionals, fostering a culture of continuous improvement and professional development.
• Build and maintain strong relationships with key stakeholders, both internally and externally, to support business objectives and drive organizational success. 

Required qualifications, capabilities and skills:

• 5+ years of professional experience in wealth management or financial services.
• Experience working directly with field leadership and advisors, understanding their needs and supporting their development and productivity.
• Proven experience in strategic communication and executive presentations.
• Strong event planning and coordination skills.
• Ability to collaborate effectively with internal teams and stakeholders.
• Excellent organizational and project management skills.
• Strong relationship-building and interpersonal skills.
• Ability to align initiatives with strategic priorities and drive growth.

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