Business Manager Chase Wealth Management

JPMorgan Chase & Co. • New York, NY

4h

About The Position

Make your impact at the center of Chase Wealth Management’s strategy by partnering directly with the CEO and senior leaders. Build executive communication, project leadership, and stakeholder management skills while advancing your career within J.P. Morgan’s dynamic Consumer & Community Banking organization.
Job Summary: As a Chief of Staff Team Coordinator for the Chase Wealth Management team, you will support the CEO and leadership by driving initiatives and ensuring disciplined execution across the business. You will craft executive presentations and talking points, coordinate cross-functional projects, and track progress against priorities. You will manage meeting logistics and calendars in partnership with the Chief of Staff and Executive Admin. You will exercise sound judgment and confidentiality while operating in a fast-paced, high-visibility environment.

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.

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.

Requirements

• 2+ years of experience in financial services
• Expertise in Microsoft PowerPoint and building executive presentations
• Proficiency in Microsoft Excel for pulling data and creating reports
• Communicate effectively and confidently, verbally and in writing
• Strong interpersonal and influencing skills across all levels
• Demonstrated sound judgment and ability to handle confidential information
• Strong prioritization, organization, and attention to detail
• Proven initiative and ability to achieve goals in unstructured environments
• Self-motivated with a commitment to continuous learning and improvement
• Bachelor’s degree

Nice To Haves

• Experience in wealth management
• Experience supporting senior executives or C-suite communications
• Exposure to cross-functional program or project coordination
• Skill in drafting executive remarks, speeches, or event talking points
• Familiarity with fast-paced, dynamic operating environments
• Strength in stakeholder engagement and follow-through
• Comfort navigating large, matrixed organizations

Responsibilities

• Create executive-ready materials for leadership meetings and business reviews
• Prepare talking points for internal and external meetings and events
• Coordinate cross-functional projects, timelines, and stakeholder alignment
• Track progress and risks, escalating issues and driving follow-ups
• Attend select senior meetings to document decisions and action items
• Liaise between the CEO, senior leaders, and partner teams to communicate priorities
• Manage calendars, meeting logistics, and event coordination with administrative partners
• Synthesize complex information into clear, concise updates for leadership
• Maintain discretion and handle sensitive information with sound judgment
• Operate calmly and professionally under pressure and shifting priorities

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level