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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 Strategy & Support Manager (DSSM) and aligned with a Regional Director - Wealth (RDW) will support the region and serve as a liaison to the Market Directors-Wealth (MDW), driving the execution of key strategies and tactics that focus on growth and a world class client experience. The role requires collaboration with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace.Job Description:
Reporting to a Divisional Strategy & Support Manager (DSSM), provide day-to-day support, drive and track regional focus on Investment growth plans across markets
Partner with Divisional Strategy and Support Manager (DSSM) to assist in the coordination, implementation, and messaging of key business initiatives
Partner with the RD-W to track and drive execution on strategic initiatives across all markets
Partner with MD-Ws to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise
Identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets
Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives
Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, i.e. Consumer, Home Lending, Business Banking, Card
Lead identification and sharing of best practices in delivering on our passion to meet and exceed our client expectations and creating a client obsession culture
Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content
Partners with the Business Manager to meet staffing targets, with a focus on Advisor recruitment and attrition tracking
Support approach to regional and local event planning
Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement
Serve as proxy in RDWs absence
Qualifications:
3-5 years proven experience leading projects and working with business leaders in a client-focused environment
Innovative thinker able to drive engagement with peers and partners
Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking
Strong communication skills, attention to detail and excellent follow-through
Working knowledge of Wealth and/or investment product and technology acumen
Ability to travel 50% of the time