J.P. Morgan Wealth Management - Field Integration Vice President- Experienced Advisor Leads Strategy jobs in United States
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Chase ยท 8 hours ago

J.P. Morgan Wealth Management - Field Integration Vice President- Experienced Advisor Leads Strategy

position10 S Dearborn St, Chicago, IL, 60603, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$95K/yr - $155K/yr
date5+ years exp

Chase is a leading financial services firm, dedicated to helping investors achieve their long-term financial goals. As a Field Integration Vice President, you will support the interoperability of the wealth channels across the advisor footprint, focused on accelerating WM growth through strategic initiatives and collaboration with various teams.

BankingFinancial Services

Responsibilities

Lead the design of a strategic leads routing program to deliver opportunities to experienced advisors in Chase Wealth Management
Work cross functionally to source lead opportunities
Collaborate with Product and Tech teams to support the design and enhancement of referral tools and capabilities
Support coordination efforts with leadership teams to discuss program progress and operations
Engage with field leaders to help drive strategy and program scalability
Help identify risks and escalate issues, contributing to solution-focused resolutions
Assist in building and managing reporting capabilities to track success metrics and suggest improvements
Support performance and reporting updates for key stakeholders
Build trust and rapport through interactions to support strategic initiatives

Qualification

Financial services experienceWealth Management experienceExcel proficiencyPowerPoint proficiencyCommunication skillsCritical thinking skillsOrganizational skills

Required

5+ years of experience in financial services or a related field
Strong communication skills (both written and verbal) with the ability to convey complex topics clearly
Ability to build relationships and work collaboratively with team members and stakeholders
Critical thinking skills and a willingness to learn and adapt in a dynamic environment
Detail-oriented with strong organizational and prioritization skills
Ability to work effectively in a team and contribute to achieving goals

Preferred

Experience in Wealth Management is a plus
Self-motivated with a commitment to continuous learning and professional development
Excel and PowerPoint proficiency preferred

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

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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