12 days old

Field Engagement Strategy Associate – Chase Wealth Management Advice & Strategy Team Plano Texas

JPMorgan Chase & Co.
Plano, TX 75074
  • Job Code

Field Engagement Strategy Associate – Chase Wealth Management Advice & Strategy Team Plano Texas

Req #: 190077999
Location: Plano, TX, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)


Field Engagement Strategy Associate – Chase Wealth Management Advice & Strategy Team



About the team


The Chase Wealth Management Advice & Strategy team, part of the Consumer Bank National Sales & Support Team, focuses on developing and executing the Financial Advisor field-engagement strategy to deliver on the priorities of the business. 




The team is responsible for partnering with Chase Wealth Management (CWM) to deliver the resources, tools, and training to help Advisors successfully engage with their clients. Activities are focused on advisor engagement, client engagement, and our investment offering. This is a highly visible team with extensive interaction with senior management across all functions and LOBs to drive meaningful change across the bank.




The Role:


The Field Engagement Strategy Associate will be responsible for supporting and executing various strategic initiatives to help the business achieve its objectives. This individual will work closely with our Chase Wealth Management partners to implement a robust investment sales framework to support financial advisor behaviors through new technology. The role will be responsible for supporting and developing strategies that promote advisor-client engagement, enhancing available advisor resources, and overseeing the roll-out of new products and training to the CWM field. The role will offer a unique opportunity to partner closely with the J.P. Morgan Private Bank to deliver a unified approach for Wealth Management.




The optimal candidate is an energetic problem-solver with a demonstrated ability to work cross-functionally to support effective and creative solutions to complex issues, while building strong relationships across a large organization. This Associate will gain deep understanding of the Wealth Management and Consumer Banking businesses, including opportunities to partner with senior management across functions and interact with field management and advisors.
















Core Responsibilities:


  • Lead the design and implementation of key strategic initiatives across Chase Wealth Management and the Consumer Bank

  • Manage & support projects end to end, from the planning and ideation stage all the way through execution

  • Partner regularly with subject matter experts in product, technology, marketing, communications, sales, finance, digital, and field management to refine cross-functional approach

  • Enhance and support Advisor resources for roll-out of new technology, products, and client enhancements

  • Build out useful advisor content and drive adoption of goals-based advice initiatives

  • Partner with Investment Specialists and JPMC Learning to ensure thorough training for the CWM field

  • Manage communications to the field and between partners new advisor initiatives and updates

  • Business development support for future initiatives to help strategically address areas of opportunity within CWM

  • Visibility with senior management and ownership over projects






  • 2+ years broad business experience, preferably in the wealth management and/or consumer banking environments

  • Strong analytical, conceptual, and creative thinking, with ability to define and execute strategy across a large, organization

  • Demonstrated project management experience, including the ability to establish and meet timelines and multi-task on parallel deliverables

  • Self-motivated, with a strong work ethic and track record of high performance

  • Excellent teamwork and interpersonal skills and ability to communicate effectively and leverage influence at all levels





Keyword: consumer%20banking


Posted: 2019-10-01 Expires: 2019-10-31

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Field Engagement Strategy Associate – Chase Wealth Management Advice & Strategy Team Plano Texas

JPMorgan Chase & Co.
Plano, TX 75074

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