J.P. Morgan Wealth Management - Vice President - Sales Strategy and Support Manager
About The Position
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As a Vice President of Sales Strategy and Support on the US Wealth Management business development & strategy team, you will be responsible for assisting field engagement strategies with implementing key behaviors/activities that focus on the consumer bank's top priorities to improve overall Growth and Customer Obsession. You will partner closely with Investment Product Leadership teams, One Chase Partners and other functional groups that support Growth and Customer Obsession. You must have the ability to work independently, influence leadership, and prioritize workload with attention to detail while meeting deadlines.
Requirements
- Strong working knowledge of Wealth Management Solutions and Products
- Minimum of five (5) years of strategy & execution experience or equivalent
- Strategic ability to connect business results to behaviors
- Influence without authority leadership approach
- Proven experience coaching and conducting sales behavior workshops
- Passionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contacts
- Expert knowledge navigating Chase product and sales systems
- Executive presence with strong presentation skills in small and large group settings
- Strong communication both verbal and written with ability to create executive-level summaries
- Comfortable with ambiguity and change in a fast-paced environment
- Self-motivated individual with proven track record of delivering results, flexibility, adaptability, and reliability with minimal supervision
- Ability to travel up to 15% is expected for this role
Nice To Haves
- Consulting background a plus
Responsibilities
- Act as the subject matter expert in Growth and Customer Obsession supporting the delivery of home office strategic initiatives to our field leadership and advisors
- Create and drive strategic field engagement playbooks within specific focus areas - engaging with Business Banking clients
- Partner across functions including Investment Products, Investment Specialists, Client Central, Marketing, One Chase, and understand how they operate and are motivated
- Provide clarity on tactics and desired outcomes, and share updates on progress and adoption of new behaviors
- Recommend solution options on how to deliver on strategic opportunities and what is needed for our branch banking employees and One Chase partners, in branch and remote
- Create & implement field leadership workshops that enable advisors to service and support Business Banking clients with tailored wealth advice, investment products and solutions (in person and virtual)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
