J.P. Morgan Wealth Management – Marketing Finance Vice President

Are you someone who enjoys working with data, collaboration, partnership with business stakeholders, driving results, thinking strategically and is focused on personal and professional growth? Then you’ve found the right role!

As the Marketing Finance Vice President in the Marketing Finance and Business Management team, you will help manage and drive strategy supporting high growth businesses and initiatives across J.P Morgan Wealth Management. You will own financial analysis and reporting for the Marketing and Communications functions with a focus on financial performance and profitability metrics for all marketing campaigns and programs.

For this role, candidates must be able to physically work in our New York offices 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
   
Job Responsibilities

• Conduct, consolidate, and present financial analyses and deliver actionable insights to grow the business, improve product profitability, and optimize expenses
• Partner across the Wealth Management finance team and business stakeholders to execute on strategic priorities
• Estimate the financial impact of Marketing campaigns along with reporting campaign results such as profitability, account volume, and investment balances
• Develop and track progress against expenses and budget, partnering with the business to ensure alignment
• Prepare materials and coordinate deliverables for senior stakeholders (e.g., project status updates, strategic analysis, presentations), to facilitate decision-making in business reviews, presentations, and budget reviews
• Learn the business and marketing strategy inside out, establish relationships with the team and business partners
• Take initiative on process improvements, data automation, and visualization to drive the team towards better efficiency

Required Qualifications, Capabilities, and Skills

• 7+ years relevant work experience in Financial Planning & Analysis (forecasting, budgeting, P&L, month-end close, expense/revenue management, etc.)
• Bachelor's degree
• Intellectual curiosity and exceptional problem-solving skills coupled with attention to detail
• Self-motivated and passionate about driving decisions through analytical insights
• Proactive learner who possesses a solid work ethic and critical thinking skills
• Comfortable working with large complex data sets and distilling insights into executive presentations
• Extremely organized in taking a comprehensive project management approach to all work
• Ability to own projects and processes end-to-end
• High emotional intelligence and confidence in interfacing directly with senior management
• Expert in Excel and PowerPoint

Preferred Qualifications, Capabilities, and Skills

• Proficiency using SharePoint, SQL, Alteryx, Tableau, QlikView, or other data visualization applications, Jira, Visio and Adobe Professional
• Experience working with or within a marketing organization 
• Experience with corporate financial analysis and building financial business cases 

 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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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. 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