9 days old

JPMorgan Chase & Co.
Jersey City, NJ 07302
  • Job Code

U.S Wealth Management - Field Finance & Business Management East - Executive Director

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.


The Field Finance & Business Management team directly supports the Chase Wealth Management CEO and the field organization of ~4,000 advisors.  The Divisional Business Managers provide dedicated support to one of three Divisional Directors of Wealth (East, West and Central) and manage a team that supports the Regional Directors of Wealth in each division.  The ED, Business Management will grow and develop their team in key hubs of New York, Columbus and Bangalore, as well as other smaller regional offices (including California) supporting the Field.


The Divisional Business Manager serves as a strategic leader and primary point of contact for financial decision making within their aligned territory.  They will provide strategic financial input to the Division Director and key stakeholders within the division, including members of the senior management team across the organization.  The successful Divisional Business Manager will reinforce the firm's business model for generating customer value and drive financial and non-financial results.


The team will partner closely with the Consumer Banking Finance & Business Management team to help field leadership achieve common objectives through our branch distribution network. 


Must be able to regularly interface with senior field leadership to advise, present and interpret financial and business information.


Key Responsibilities:

  • Serves as a trusted advisor to the Divisional Director, providing clarity on how to best use analytics to gain insights, evaluate metrics, and drive results
  • In collaboration with the Divisional Leadership Team, provides strategic analytical and business management support for the Wealth Management business, with the responsibility for planning, developing, organizing, implementing, and evaluating the division’s performance from every relevant perspective
  • Leverages a deep understanding of business and financial principles and a working knowledge of key business drivers to coordinate the long-range plans of the division, assesses the performance requirements implicit in these plans, and works alongside the Divisional Leadership Team to execute
  • Establishes and maintains lines of communication with key stakeholders throughout the Division (e.g. Cross-Line of Business Leaders, Sales, Comp, Administration, Operations, HR, Recruiting, etc.) in conjunction with the Division Director. Business Manager will also act as a conduit for broader finance organization (e.g. Investments Product Finance, P&A, Workforce Planning, Retail Analysis, Operational Risk, etc.)
  • Leads a team of Regional Business Managers with a focus on recruiting, developing, and retaining a diverse team of top talent
  • Maintains a comprehensive view of the competitive landscape; leverages industry expertise and competitive insights to develop thoughtful performance metrics that  are aligned with the firm’s priorities
  • Maintain budget and forecast for field HC and expense; drive expense management in the field
  • Develop next generation of field reporting in dashboards and drive adoption across the field organization
  • Perform ad hoc analysis in support of financial and strategic goals
  • Oversee/prepare business review materials
  • Recruit, develop and manage top talent


  • Strong team leader and change agent; passionate about partnering with Field leadership to grow a quality advisor organization
  • Bachelor's degree with relevant Master's degree preferred
  • ~10+ years relevant Financial Services experience, preference for field management
  • Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
  • Ability to influence and advise executive management
  • Demonstrated ability to build and lead a high-performing team of quantitative professionals, preferably over multiple locations
  • Deep knowledge and understanding of financial principles and ability to link results to activities
  • Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
  • Business savvy and commercial judgment

Req #: 200013478
Location: Jersey City, NJ US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 6500 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-15 Expires: 2020-06-14

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

JPMorgan Chase & Co.
Jersey City, NJ 07302

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast