JPMorganChase's Consumer & Community Banking (CCB) Strategy team is seeking a Head of Wealth Management Strategy to help shape and drive the multi-year strategic agenda for key Wealth Management priorities across the business. The Consumer & Community Banking Strategy team supports the firm's most critical strategic initiatives, partnering closely with senior executives and cross-functional partners to drive growth, shape direction, enhance client experiences, strengthen competitive positioning, and address emerging industry opportunities.
As an Executive Director on the Consumer & Community Banking Strategy team leading wealth management strategy, you will work directly with Wealth Management and CCB senior leadership to define business strategy, evaluate growth opportunities, and shape critical decisions impacting the future of Wealth Management. You will lead high-impact initiatives spanning business growth, client strategy, advisor platform evolution, operating model design, and competitive positioning. Success in this role will be determined by your ability to influence senior leadership decision-making, drive alignment on strategic priorities, and lead teams through complex business challenges.
Consumer & Community Banking serves millions of consumers and small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business lending, and payment processing. JPMorgan Wealth Management is a growth business within the CCB line of business; it has $1.4T in assets under management and has almost tripled in size since 2020.
Job Responsibilities- Defines and drives multi-year business strategies that support growth, client engagement, advisor effectiveness, and long-term competitive advantage across Wealth Management.
- Identifies and evaluates strategic opportunities across client segments, products, channels, advisor platforms, and partnership models.
- Monitors industry trends, competitor activities, consumer behavior, and regulatory developments to refine strategic priorities and execution plans.
- Partners closely with Wealth Management and Consumer & Community Banking executives to curate and deliver a high-impact strategy portfolio aligned with key business priorities.
- Collaborates with and influences key partners across Wealth Management, Finance, Risk, Human Resources, Communications, Marketing, Operations, and other business functions to support strategic initiatives.
- Leads complex enterprise-wide strategy projects from problem definition through recommendation development and implementation planning.
- Builds and leads a high-performing team to drive strategic analysis and deliver measurable business results.
- Provides regular updates and strategic recommendations to senior stakeholders, including Consumer & Community Banking leadership.
- Coordinates significant strategic initiatives, ensuring timely completion and high-quality outcomes.
- Crafts and delivers executive communications, presentations, and recommendations for senior leadership and governance forums.
Required Qualifications, Capabilities, and Skills- 10+ years of experience, including experience with a top-tier strategy or management consulting firm operating at the Associate Partner or equivalent level, including leading large teams and partnering directly with C-suite executives.
- Significant experience advising Wealth Management, Private Banking, Asset Management, Consumer Banking, or broader Financial Services clients on corporate strategy, growth strategy, business transformation, or operating model initiatives.
- Deep understanding of Wealth Management business models, advisor ecosystems, client acquisition and retention strategies, and industry economics.
- Demonstrated ability to develop fact-based strategic recommendations and influence senior executive decision-making.
- Demonstrated ability to learn new topics quickly and keep pace with an evolving external landscape.
- Proven ability to work with and influence a diverse set of senior executive stakeholders.
- Strong interpersonal skills and the ability to collaborate effectively, developing partnerships across multiple levels of the organization.
- Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
- Executive presence and experience creating and delivering executive narratives and presentations.
- Advanced proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
- Bachelor's degree.
Preferred Qualifications, Capabilities, and Skills- MBA or other advanced degree from a leading academic institution.
- Experience leading strategy engagements within Wealth Management or Private Banking, including growth strategy, market expansion, client acquisition, advisor productivity, operating model design, or organizational transformation.
- Experience in Wealth Management strategy at a large financial institution.
- Deep understanding of Wealth Management industry trends, including advisor-led business models, affluent and high-net-worth client segments, client engagement strategies, competitive market dynamics, and evolving client expectations.
- Demonstrated experience devising, mobilizing, and accelerating large, complex strategic programs and enterprise initiatives.
- Knowledge of the Wealth Management competitive landscape, including traditional financial institutions, independent advisory firms, digital wealth platforms, and emerging industry disruptors.
ABOUT USChase 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 TEAMOur 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.
The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.
