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 a Vice President of Sales Strategy and Support on the US Wealth Management business development & strategy team, you will be responsible for assisting field engagement strategies with implementing key behaviors/activities that focus on the consumer bank’s top priorities to improve overall Growth and Customer Obsession. You will partner closely with Investment Product Leadership teams, One Chase Partners and other functional groups that support Growth and Customer Obsession.  You must have the ability to work independently, influence leadership, and prioritize workload with attention to detail while meeting deadlines. 

 

Job Responsibilities

Act as the subject matter expert in Growth and Customer Obsession supporting the delivery of home office strategic initiatives to our field leadership and advisors  Create and drive strategic field engagement playbooks within specific focus areas – engaging with Business Banking clientsPartner across functions including Investment Products, Investment Specialists, Client Central, Marketing, One Chase, and understand how they operate and are motivatedProvide clarity on tactics and desired outcomes, and share updates on progress and adoption of new behaviors Recommend solution options on how to deliver on strategic opportunities and what is needed for our branch banking employees and One Chase partners, in branch and remoteCreate & implement field leadership workshops that enable advisors to service and support Business Banking clients with tailored wealth advice, investment products and solutions   (in person and virtual)

 

 

Required Qualifications, Capabilities and Skills

Strong working knowledge of Wealth Management Solutions and ProductsMinimum of five (5) years of strategy & execution experience or equivalentStrategic ability to connect business results to behaviorsInfluence without authority leadership approachProven experience coaching and conducting sales behavior workshopsPassionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contactsExpert knowledge navigating Chase product and sales systemsExecutive presence with strong presentation skills in small and large group settingsStrong communication both verbal and written with ability to create executive-level summariesComfortable with ambiguity and change in a fast-paced environmentSelf-motivated individual with proven track record of delivering results, flexibility, adaptability, and reliability with minimal supervisionAbility to travel up to 15% is expected for this role

 

Preferred qualifications, capabilities, and skills

 

Consulting background a plus