J.P. Morgan Wealth Management - Vice President, Practice Management Sales Strategy & Support Manager

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. 

As the Vice President, Sales Strategy and Support Manager you will be responsible for managing and overseeing various strategic projects for the Practice Management organization. You will have strong attention to detail and experience working with a client-facing sales organization.  In this role you will be highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management business. The ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must have a strong problem-solving mindset, be detail-oriented and skilled at managing in a fast-paced environment.

 

Job responsibilities 

• Lead strategic projects across the Practice Management organization, with a focus on client experience, advisor experience and driving key business initiatives 
• Identify opportunity areas in the business, bringing together relevant stakeholders to build business solutions that are scalable 
• Design and build a segmentation strategy that can be operationalized at scale, prioritizing client and advisor experience 
• Engagement with Field Leaders: Ongoing engagement with field leadership to drive strategies, adjust based on feedback, and measure success 
• Identify risks and escalate issues quickly and appropriately, helping to resolve with solution-focused mindset
• Build trust and rapport through all interactions to deliver the right outcomes for the business; driving advisor and client mindset across all strategic initiatives

Required qualifications, capabilities, and skills

• At least 8 years experience in strategy, and project management
• Proficiency with Microsoft Office (PowerPoint, Word) required.
• Excellent communication skills (both written and verbal) and ability to clearly communicate complex topics in a succinct manner
• Strong organizational and project management skills; proven ability to manage multiple priorities and urgent deadlines.  Must be able to demonstrate speed, flexibility and the ability to work in a constantly changing environment
• Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
• Extensive experience in building presentations for multiple audiences, including senior leadership
• Comfortable presenting recommendations to senior management and capable of influencing multiple stakeholders across functional areas and lines of business
• Strategic thinking and planning skills coupled with ability to execute projects with diligence and urgency
• Ability to influence project teams in order to produce clear, well-designed, recommendations – with the skills to adjust style/content for a variety of audiences, from executives to customer-facing employees
• Proactive; takes initiative to identify solutions, has entrepreneurial business spirit 
• Bachelors degree required 

Preferred qualifications, capabilities, and skills

• Overall business management strongly preferred
• Experience in financial services, firsthand investment experience, branch sales, and/or management experience also preferred.

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