Chase · 2 hours ago
J.P. Morgan Wealth Management- Vice President, Affluent Strategy & Cross-Channel Referrals
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$100K/yr - $165K/yr
7+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As the Wealth Management Affluent Strategy and Cross Channel Referral Vice President, you will manage initiatives aimed at growing relationships with affluent clients and oversee the referrals processes between JPMorgan Wealth Management and Chase’s Consumer Bank.
BankingFinancial Services
Responsibilities
Ensure the affluent strategy is aligned to JPMorgan Wealth Management and lead initiatives to activate strategy with advisors and other client-facing Wealth Management partners
Design, build and implement a long-term scalable referral partnerships for JP Morgan Wealth Management
Establish and coordinate regular cross-line of business updates with Wealth Management and Consumer Bank leadership to discuss program progress, decision making, and overall operations
Lead ongoing engagement with field leadership to drive strategy and scale programs
Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
Serve as the business SME for referrals within JPMWM, partnering with Product and Tech to influence and design the tools required to support referral models, including updates to existing tools and the build of net new tools and capabilities on behalf of the field
Identify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement
Coordinate performance and reporting updates for key stakeholders, including Change Impact and Business Practices forums
Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Qualification
Required
At least 7 years of experience in financial services
Exceptional communication skills (both written and verbal) and ability to clearly communicate complex topics in a succinct manner and tailor communications for different audiences
Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
Strong critical thinking and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
Excellent collaboration and relationship management skills; ability to interact with colleagues at all levels and achieve goals without direct control over resources; adept at navigating complexity
Ability to influence project teams in order to produce clear, well-designed, engaging field-facing tools and training – with the skills to adjust style/content for a variety of audiences, from executives to client-facing employees
Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment
Preferred
Wealth Management experience preferred
Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic
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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