Business Manager Chase Wealth Management
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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
