About The Position

As a Divisional Strategy & Support Associate within the Wealth Management team, you will support the execution of wealth strategies and tactics to ensure a world-class client experience. You will collaborate with key partners across the Wealth Management businesses and One Chase partners, aiding the division in maintaining alignment with national wealth strategies.

Requirements

  • 5+ years of proven experience in managing projects in an investment-focused environment or related industry.
  • Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
  • Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
  • High degree of technology acumen.
  • Strong communication skills, highly professional, attention to detail, and excellent follow-through.
  • Bachelor’s Degree or equivalent related experience required.
  • Ability to travel 50% of the time.

Responsibilities

  • Oversee communications, project management, and tracking for the Division (e.g. training progress, branch visits, and senior leader visits).
  • Plan and manage Division events, including All Advisor calls and meetings, by handling logistics, managing invitation communications, and coordinating regional events with Administrative Assistants and Regional Support Leads (RSLs).
  • Manage Thought Leadership allocation, coordinate with RSLs, and oversee communications, calendar of deliverables, and prep calls.
  • Provide execution support for the division’s wealth business by tracking and monitoring progress.
  • Support strategic initiatives across partners with Regional Directors to advance divisional agenda.
  • Drives special projects involving various business functions, ensuring significant organizational impact.

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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