Chase · 4 hours ago
J.P. Morgan Wealth Management - Vice President, Wealth Planning & Advice Business Management and Strategy Lead
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$127K/yr - $210K/yr
5+ years expChase 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. As the Vice President within the Wealth Planning & Advice team, you will manage strategic and operational functions, oversee content development, and collaborate with various internal partners to enhance planning advice across J.P. Morgan Wealth Management.
BankingFinancial Services
Responsibilities
Manage the WP&A home office team, including two to three analysts/associates, responsible for WP&A functions across Chase Wealth Management and J.P. Morgan Advisors
Oversee strategic and tactical business management initiatives with a focus on client, firm, advisor, and business impact
Identify and develop scalable projects to expand the team’s planning expertise and advice to a broader audience (i.e., entire advisor field), and facilitate existing scalable delivery methods (e.g., monthly newsletters, Wealth Planning Wednesdays, educational webinars)
Act as the key point of contact between WP&A and all other internal partners (e.g., practice management, communications, product teams, Salesforce/Advisor Central data teams, LRCC, etc.)
Own the team’s catalog of content and thought leadership, and manage the end-to-end marketing process for new content (e.g., compliance, marketing, creative, communications)
Develop and lead pilot programs (e.g., Private Wealth Planner role, Vanilla), driving engagement and new business opportunities
Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
Collaborate with Wealth Management Divisional and Market Leads to develop strategies for underutilized markets and greater client engagement
Develop and present all annual business reviews and related material for senior leadership (up to CEO level)
Foster relationships with internal stakeholders and serve as an ambassador for WP&A across teams
Build and onboard team members, providing mentorship and professional development
Qualification
Required
Minimum five years of experience in financial services in wealth management or a business management/strategy role
Experience or strong interest in holistic wealth management and financial/estate planning
Strong leadership, management, and team-building abilities
Proven ability to manage multiple projects and deliverables simultaneously, with effective prioritization
High level of organization, attention to detail, and follow-through
Excellent communication skills for both internal and external audiences
Advanced problem-solving and critical thinking skills
Ability to mentor, onboard, and develop junior team members
Preferred
Bachelor's degree required; MBA, JD, or Certified Financial Planner (CFP®) 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
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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