J.P. Morgan Wealth Management - Vice President, Sales and Strategy Support

J.P. Morgan Wealth Management, part of the Consumer & Community Banking division, is committed to serving clients across all of their financial needs. With offerings ranging from self-directed and automated investing to full-service advisor relationships, we manage approximately $400 billion in assets with around 4,000 advisors. Our mission is to foster growth and mobility internally, delivering exceptional service and custom solutions as a global leader.

As a Vice President in the Business Development Strategy and Support team, you will play a pivotal role in executing strategic initiatives to enhance advisor development and productivity. You will work across teams, serving as a strategic leader whose responsibilities may evolve based on business needs. This role requires a proactive approach to leadership, strong strategic thinking, executive presence, along with the ability to implement feedback and propose innovative solutions. 

 

Job Responsibilities

• Develop, lead, and execute strategic plans, collaborating with multiple stakeholders to enhance advisor and client engagement.
• Spearhead the rollout of new technology tools, ensuring smooth integration and adoption across field teams.
• Oversee project management activities, coordinating with various teams to ensure timely and successful implementation of initiatives.
• Create and refine executive-ready presentations, ensuring they effectively communicate strategic insights and recommendations.
• Conduct field training sessions to equip advisors and field leaders with the necessary skills and knowledge to leverage new tools and strategies.
• Serve as a strategic leader, adapting to changing responsibilities and establishing trust and collaborative partnerships across all teams.
• Work independently to identify business needs and propose innovative solutions that align with strategic goals.
• Gather and implement feedback from various stakeholders to continuously improve processes and outcomes.
• Provide execution support for key business priorities, ensuring timely and effective delivery of initiatives.
• Build and maintain strong relationships across teams, actively participating in diversity initiatives and supporting the firm’s commitment to inclusion.

 

Required qualifications, capabilities, and skills

• 5+ years of experience in financial services
• Proven leadership skills with the ability to drive strategic initiatives and lead cross-functional teams.
• Strong strategic thinking and problem-solving skills, with the ability to develop and execute complex initiatives.
• Experience in supporting technology tool launches and project management.
• Expertise in Microsoft PowerPoint and executive presentation development.
• Ability to work independently and proactively identify business needs and solutions.
• Excellent interpersonal skills, with the ability to collaborate across teams and adapt to changing roles and responsibilities.
• Demonstrated ability to take direction from senior leadership and implement feedback effectively.
• Strong organizational skills, detail-oriented, and comfortable managing a dynamic workload.
• Self-motivated with a commitment to acquiring new knowledge and skills; continuously improving standards of work.
• Bachelor’s degree required

Preferred qualifications, capabilities, and skills 

• Wealth management industry experience 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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 opportunit