JPMorganChase · 2 hours ago
Chase Wealth Management - Field Finance Vice President
Plano, TX
Full-time
Onsite
Mid, Senior Level
5+ years expJPMorgan Chase is a global leader in financial services, serving millions of customers through a comprehensive suite of offerings. As the Field Finance Vice President supporting Chase Wealth Management, you will partner with the field organization to provide financial reporting, analysis, and strategic recommendations, acting as a finance partner in day-to-day business management.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as a trusted advisor to the Regional Directors, providing clarity on how to best use analytics to gain insights, evaluate metrics, and drive results
Collaborate with the Field Finance & Business Management team to provide strategic analytical and business management support for the Wealth Management business, with the responsibility for planning, developing, organizing, implementing, and evaluating the division’s and region’s performance from every relevant perspective
Leverage a deep understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team
Maintain budget and forecast for field HC and expense; help drive expense management in the field
Perform ad hoc analysis in support of financial and strategic goals
Prepare business review materials
Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting
Contribute to national initiatives
Qualification
Required
Bachelor's degree
5+ years relevant Financial Services experience
Outstanding written and verbal communication
Proficiency in Microsoft Office and other financial applications
Knowledge and understanding of financial principles and ability to link results to activities
Ability to work collaboratively and develop strong relationships across the organization
Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
Business savvy and commercial judgment
Some travel may be required
Preferred
Field management experience
Experience using Tableau
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
Recent News
2026-01-23
2026-01-22
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