Chase · 3 months ago
J.P. Morgan Wealth Management - Vice President - Sales Strategy and Support Manager
277 Park Ave, New York, NY, 10172, US
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $165K/yr
6+ years expChase is a leading financial services firm focused on helping nearly half of America’s households achieve their financial goals. As a Vice President of Sales Strategy and Support, you will assist in implementing field engagement strategies aimed at improving growth and customer satisfaction, collaborating closely with various teams to enhance service delivery to clients.
BankingFinancial 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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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