Job Description
The J.P. Morgan Wealth Management Business, a part of the larger Consumer Business, collaborates with consumer partners to provide comprehensive solutions for every client. The Practice Management and Advisor Development team, a highly visible team with significant interaction with senior management, is tasked with delivering expertise on all practice management concepts to aid advisors in servicing their clients and expanding their business. This includes strategizing and implementing goals-based planning, establishing a client onboarding & service model, providing investment solutions aligned to client goals, and leveraging tools and technology to enhance client experience. The team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers.
As an Advisor Growth Program Field Leadership Strategist, you will play a crucial role in supporting our Divisional Program Leads and ensuring the successful execution of the Advisor Growth Program. This field-facing role requires a proactive and organized individual who can effectively communicate and collaborate with senior leaders across the organization. Some travel may be required to support program initiatives. Join a high-visibility team within US Wealth Management, where you'll play a crucial role in driving growth and innovation. You'll have the opportunity to collaborate with senior leaders and make a significant impact on the success of the Advisor Growth Program. This position offers a chance for professional growth and development in a dynamic and supportive environment.
Job Responsibilities
- Develop and distribute monthly divisional and regional decks, ensuring they are informative, engaging, and aligned with program objectives.
- Lead the development and maintenance of the Market Directors of Wealth (MDW) website for AGP, ensuring it is a valuable resource.
- Create and maintain the leadership coaching guide, providing clear and actionable insights for field leaders.
- Support the onboarding of new MDWs with AGP coaching, providing guidance and resources to facilitate their success.
- Support Divisional Program Leads with ad hoc requests, delivering high-quality content and solutions as needed.
- Create a weekly field digest on AGP, summarizing key updates and insights for field leaders.
- Create the monthly AGP update newsletter, summarizing key developments and insights for stakeholders.
- Develop content for the monthly update call, ensuring clear and effective communication of program updates and initiatives.
Required Qualifications, Capabilities, And Skills
- Proven experience in a field-facing role, with a strong ability to engage and communicate with senior leaders.
- Proficiency in PowerPoint and Excel, with the ability to create compelling presentations and analyze data effectively.
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
- Willingness to travel as needed to support program initiatives.
Preferred Qualifications, Capabilities, And Skills
- Program management experience preferred
ABOUT US
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 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 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.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
