Job Description:

CCB - U.S Wealth Management - West Regional Business Manager - VP

Employer Description

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Organization Description

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The JPMorgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The Field Finance & Business Management team directly supports the Chase Wealth Management CEO and the field organization of ~4,000 advisors. The Business Management team closely partners with the field leadership team comprised of three Divisional Directors of Wealth (East, Central and West) and 18 Regional Directors of Wealth to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. The Regional Business Managers each provide dedicated support to two of the six Regional Directors in a division. The successful Regional Business Manager will reinforce the firm's business model for generating customer value and help to drive financial and non-financial results.

The broader Chase Wealth Management Finance & Business Management team will partner closely with the Consumer Banking Finance & Business Management team to help field leadership achieve common objectives through our branch distribution network.

Key Responsibilities:

• Serves as a trusted advisor to the Regional Directors, providing clarity on how to best use analytics to gain insights, evaluate metrics, and drive results
• In collaboration with the Field Finance & Business Management team, provides 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
• Leverages 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

Qualifications:

• Bachelor's degree
• ~5+ years relevant Financial Services experience, preference for field management
• Outstanding written and verbal communication
• Proficiency in Microsoft Office and other financial applications; experience with Tableau a plus
• 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

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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