We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs. You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As a Divisional Strategy & Support Associate, you will support the execution of wealth strategies and tactics that will ensure a world class client experience. You will work in collaboration with key partners across the Wealth Management businesses and One Chase partners. You will support the division in maintaining alignment with national wealth strategies.
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Job responsibilities
- Oversee communications, project management, and tracking for the Division (e.g. training progress, branch visits, and senior leader visits).
- Plan and manage Division events, including All Advisor calls and meetings, by handling logistics, managing invitation communications, and coordinating regional events with Administrative Assistants and Regional Support Leads (RSLs).
- Manage Thought Leadership allocation, coordinate with RSLs, and oversee communications, calendar of deliverables, and prep calls.
- Provide execution support for the division's wealth business by tracking and monitoring progress.
- Support strategic initiatives across partners with Regional Directors to advance divisional agenda.
- Drive special projects involving various business functions, ensuring significant organizational impact.
Required qualifications, capabilities, and skills
- 5+ years of proven experience in managing projects, preferably in a wealth or investment-focused environment.
- Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
- Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
- High degree of technology acumen.
- Strong communication skills, highly professional, attention to detail, and excellent follow-through.
- Bachelor's Degree or equivalent related experience required.
- Ability to travel 50% of the time.
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, paid in the form of cash and/or forfeitable equity, 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.