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Form of workAre you passionate about building relationships, working with data, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm? Do you enjoy conducting analysis and providing insights to senior leadership? Then you've found the right role.
As a Business Manager - Vice President in the Field Finance & Business Management team, you will be partnering with two Regional Directors of Wealth within the West division of Chase Wealth Management Field Leadership team to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. You will reinforce the firm's business model for generating customer value, drive financial and non-financial results and help field leadership achieve common objectives through our branch distribution network.
For this role, candidates must be able to physically work in either our Plano, TX or Irvine, CA offices 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
Job 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
- 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 in collaboration with the Field Finance & Business Management team
- 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 headcount 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
Required Qualifications, Capabilities, and Skills
- Bachelor's degree - Finance/similar fields of study preferred
- 7+ years relevant Financial Services experience
- Proficiency in Microsoft Office and other financial applications
- Knowledge and understanding of financial principles and ability to link results to activities
- Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
- 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 Qualifications, Capabilities, and Skills
- Experience in Wealth Management industry or Field Management
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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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Irvine,CA $114,000.00 - $170,000.00 / year
