JPMorganChase · 1 week ago
J.P. Morgan Wealth Management - Vice President - Sales Strategy and Support Manager
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $165K/yr
6+ years expJPMorganChase is a leading financial services firm focused on helping investors achieve their long-term financial goals. As a Vice President of Sales Strategy and Support, you will assist in implementing key behaviors to improve growth and customer engagement, working closely with various teams to enhance the wealth management experience.
Asset ManagementBankingFinancial Services
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 clients
Partner across functions including Investment Products, Investment Specialists, Client Central, Marketing, One Chase, and understand how they operate and are motivated
Provide 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 remote
Create & 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)
Qualification
Required
Strong working knowledge of Wealth Management Solutions and Products
Minimum of six (6) years of strategy & execution experience or equivalent
Strategic ability to connect business results to behaviors
Influence without authority leadership approach
Proven experience coaching and conducting sales behavior workshops
Passionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contacts
Expert knowledge navigating Chase product and sales systems
Executive presence with strong presentation skills in small and large group settings
Strong communication both verbal and written with ability to create executive-level summaries
Comfortable with ambiguity and change in a fast-paced environment
Self-motivated individual with proven track record of delivering results, flexibility, adaptability, and reliability with minimal supervision
Ability to travel up to 15% is expected for this role
Preferred
Consulting background a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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