Chase Wealth Management - Field Finance Vice President

Overview

Job Description

JPMorgan Chase is a global leader in financial services, serving millions of customers through a comprehensive suite of offerings that include personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. With a strong reputation for innovation and customer satisfaction, Chase leads the U.S. in credit card sales and deposit growth, and boasts the most-used digital banking solutions.

Our Consumer & Community Banking division, alongside Asset & Wealth Management, Corporate and Investment Banking, and Commercial Banking, is supported by Global Finance & Business Management, which strategically manages capital, drives growth, maintains financial reporting, and proactively manages risk to ensure the company’s resilience and success in all market conditions.

As the Field Finance Vice President supporting Chase Wealth Management, you will play a critical role in partnering with the field organization of over 5,000 Private Client Advisors and supporting the Chase Wealth Management CEO. You will work closely with divisional and regional field leadership to provide financial reporting, analysis, and strategic recommendations, acting as a finance partner in day-to-day business management.

Your responsibilities will include reinforcing the firm’s business model for generating customer value, driving both financial and non-financial results, and collaborating with the broader Finance & Business Management teams to help field leadership achieve common objectives through our extensive branch distribution network.

• Serve as a trusted advisor to the Regional Directors, providing clarity on how to best use analytics to gain insights, evaluate metrics, and drive results
• Collaborate with the Field Finance & Business Management team to provide strategic analytical and business management support for the Wealth Management business, with the responsibility for planning, developing, organizing, implementing, and evaluating the division’s and region’s performance from every relevant perspective
• Leverage a deep understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team
• Maintain budget and forecast for field HC and expense; help drive expense management in the field
• Perform ad hoc analysis in support of financial and strategic goals
• Prepare business review materials
• Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting
• Contribute to national initiatives

• Bachelor's degree
• 5+ years relevant Financial Services experience
• Outstanding written and verbal communication
• Proficiency in Microsoft Office and other financial applications
• Knowledge and understanding of financial principles and ability to link results to activities
• Ability to work collaboratively and develop strong relationships across the organization
• Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
• Business savvy and commercial judgment
• Some travel may be required

• Field management experience
• Experience using Tableau

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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs…