1+ months

CCB - Finance & Business Management, Chase Private Client - VP

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code

CCB - Finance & Business Management, Chase Private Client - VP

Req #: 190086066
Location: Columbus, OH, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM)
is a leading global financial services firm with assets of $2.7 trillion and operations in more than 60 countries.  Consumer & Community banking (CCB) is one of the Firm’s six lines of business that serves nearly 66 million consumers and 4 million small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice. It is made up of various sub-lines of business: Consumer Banking, Business Banking, Chase Wealth Management, Card Services, Merchant Services, Auto Finance, and Home Lending. 

Chase Consumer Banking & Wealth Management serves ~26 million retail banking customers with $540+ billion deposits and $320+ billion investment assets in 5,000+ branches with ~18,000 bankers and 3,500+ financial advisors.  We help our customers make the most of their money so they can make the most of their lives. 


Chase offers two industry-leading solutions for affluent clients’ banking and investment needs: Chase Private Client (CPC) is available to clients with $250k+ combined deposit & investment (D&I) balances at Chase, while Sapphire Banking is available to emerging affluent clients with $75k+ D&I balances.


The business is highly dynamic given the rapid evolution of customer behavior, presenting both challenges in how we evolve to meet customer needs as well as opportunities to serve our customers more efficiently and effectively.


Roles and Responsibilities

Seeking a highly motivated Vice-President to join a fast-paced, high-impact finance and analytics team who serves as a trusted advisor to the Consumer Bank and Chase Wealth Management leadership teams. The team has key responsibilities in partnering with business executives to translate analysis into meaningful insight and support execution of strategic initiatives. Responsibilities for the role include leading strategic problem solving on complex business issues, developing actionable financial reporting, and partnering on CPC-related forecasting, budgeting, and variance analysis. 


The Vice-President will: 

  • Partner with the CWM and Consumer Bank leadership teams to execute on key CPC strategic priorities
  • Conduct analyses and deliver actionable reporting and insights to improve CPC productivity
  • Deliver accurate forecasting of CPC financials and business drivers with insightful variance analysis
  • Provide management reporting and analysis to support the business on key expense metrics, including advisor headcount, hiring, attrition, productivity, client acquisition
  • Facilitate reporting and discussions around new advisor hires
  • Proactively streamline and enhance existing reporting packages
  • Be a leader and culture carrier for junior members of the team

  • BA/BS required; MBA preferred
  • 5-7 years of financial analysis experience 
  • Intellectual curiosity and exceptional problem solving skills coupled with attention to detail
  • Strong written and verbal executive communication skills
  • Ability to own projects and processes end to end
  • Self-motivated and passionate about business improvement and driving financial results as well as robust financial planning and analysis processes and results
  • Ability to manage tight, changing and sometimes unreasonable deadlines
  • Maturity and strong interpersonal skills; ability to interact with employees at all tenure levels and work with a team to accomplish common goals
  • Self-starting leader with visible confidence, knowledge, and execution style able to project broadly and establish vision internally and externally
  • Strong Excel and PowerPoint required, ability to work with large data sets such as Access and Essbase preferred

Keyword: card%20services


Posted: 2019-09-27 Expires: 2019-11-30

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CCB - Finance & Business Management, Chase Private Client - VP

JPMorgan Chase & Co.
Columbus, OH 43215

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