Job Description
As the Executive Director - Business Development Strategy Director in Chase Wealth Management (CWM) Business Development, you play a vital role in leading and executing initiatives to drive advisor development and productivity for current and future Advisors. You will also help influence stakeholders of Chase Wealth Management on initiatives that will impact the field to ensure effective roll out for our Advisors and Field Leaders. You must be a highly-motivated individual with the ability to deliver JPMWM initiatives effectively and cohesively. This role requires a focus on strong partnerships and influence with an ability to motivate advisors and all levels of field leadership.
Job Responsibilities
- Working closely with Senior stakeholders to serve as the field subject matter expert to ensure a great client and advisor experience with high impact changes related to new field initiatives
- Drives content and partners with the Consumer Bank to help optimize One Chase business model
- Develop field workshops and help train-the-trainers (MD-Bs & MD-Ws) to deliver at scale
- Join Regional and Market (Consumer & Wealth) field meetings to provide insight and perspective around our Business Development strategy and approach
- Partnering with Consumer Bank and CWM leadership to develop, communicate and execute upon CWM growth strategies and initiatives
- Exceptional communication skills, comfort presenting recommendations to senior management and capable of influencing multiple stakeholders
- Proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required Qualifications, Capabilities, And Skills
- 10+ years direct financial services field management experience with a focus on wealth management
- Deep knowledge of how to motivate, communicate and develop an integrated banking & and branch- based advisor force
- Credibility with field management earned from experience in the wealth management business
- Strong knowledge of affluent clients’ financial needs and relevant advice / solutions
- Excellent relationship management skills and ability to navigate a large, complex organization Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results
- Team leadership and proven ability to attract, develop and retain top talent
- Experience anticipating and proactively addressing senior management concerns
- FINRA Series 7, 66 (or equivalent) is required
- Comfort with ambiguity, ownership, drive and able to operate in a fast paced environment
- Willingness to travel nationally and spend time “in the Field” (25% of time)
Preferred Qualifications, Capabilities, And Skills
- BS/BA degree, MBA preferred.
About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
