J.P. Morgan Wealth Management - Executive Director, Divisional Strategy & Support Manager - Midwest Division

Divisional Strategy & Support Manager, ED 

 

Description 

US Wealth Management (~$400B in AUS) offers a wide variety of investment products and services through J.P. Morgan’s advisors across Chase Wealth Management (CWM) and J.P. Morgan Securities as well as Digital Wealth Management and You Invest platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices.  The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively. 

Reporting to the Divisional Director-Wealth (DDW), the Divisional Strategy & Support Manager (DSSM) will support the Divisional Director- Wealth and serve as a liaison to the Region Directors – Wealth (RDW), driving the execution of key strategies and tactics that will ensure a world class client experience. The role requires collaboration with key partners across Wealth Management businesses and One Chase partners. This role requires flexibility, and the ability to work in an environment operating at a rapid pace.  The DSSM supports the division in maintaining alignment with national wealth strategies by: 

• Exceptional commitment to client experience and lead the divisional execution of delivering on our passion to meet and exceed our client expectations and creating a client obsessed culture 
• Serves as empowered proxy of DD-W for business decisions and meetings at the regional level 
• Acts a liaison to RDWs, driving the execution of day to day operations and key strategies in the division 
• Provides field feedback to practice management on key initiatives 
• Coordinates with Business Manager to drive scorecard results and drive progress on Market Plans across locations 
• Ensures regional consistency and alignment with broader wealth initiatives 
• Provides strategic support for the Region’s wealth business; support and guidance for RDWs to customize strategies based on Regional nuance while aligning with broader Divisional / National strategies 
• Drives strategic initiatives across Regions and partners with RDWs / Regional Support teams to execute against Divisional agenda 
• Oversight of the Regional Support Leads across the Division to ensure consistent implementation of wealth strategies 
• Collaborates with key partners across Wealth Management and key One Chase partners i.e. Consumer, Business Banking and Home Lending 
• Remains informed of audit and compliance procedures and areas of operational risk for respective Regions/Markets 
• Demonstrates success at driving special projects involving various business functions and with a high level of organizational impact 
• Makes significant, self-directed contribution to the role and to the division, consistently going above job responsibilities 

 

Qualifications: 

• 10+ years proven experience coaching and managing people and projects in a wealth or investment focused environment 
• Excellent strategic vision; understands the direction of the business and industry; can articulate vision to motivate and influence others 
• Innovative thinker able to drive future engagement with clients to provide exceptional experience 
• Creates a climate in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility 
• Ability to manage multiple priorities in a fast paced environment; adaptive to change 
• Strong communication skills, highly professional, attention to detail and excellent follow-through  
• Bachelor Degree required 
• Ability to travel 50% of the time 

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, 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. A