Join our Finance & Business Management team and play a key role in supporting the growth and strategic priorities of the Affluent Branch Banking organization. You will partner across functions to deliver financial insights, evaluate business opportunities, and provide decision support that helps leadership drive profitable growth and disciplined execution.
As an Affluent Business Manager within Finance & Business Management, you will serve as a strategic finance and business management partner to the Affluent Branch Banking organization. You will provide data-driven insights, develop business cases, analyze performance, and create executive-ready materials that support strategic decision-making. You will partner across Finance, Analytics, Marketing, Servicing, Operations, and Product teams, with a focus on business case modeling, detailed reporting, and post-launch benefit realization supporting Affluent expansion within the branches.
JobResponsibilities - Serve as a trusted advisor to Affluent leadership by using analytics to generate insights, evaluate performance metrics, and develop recommendations for senior decision-makers
- Build financial business cases for new ideas, feature launches, capability builds, and strategic changes, including sizing, return on investment, payback, scenario and sensitivity analysis, risks, and assumptions
- Produce reporting and analyze financial results, including expense and profitability drivers, to identify risks, opportunities, and recommended actions
- Build and standardize measurement frameworks to support business performance and decision-making
- Develop perspectives on the economics, milestones, and success metrics associated with Affluent expansion within branches
- Evaluate initiatives at the portfolio level and identify relevant trade-offs, constraints, and interdependencies
- Support roadmap prioritization by synthesizing options, assumptions, and trade-offs into decision-ready materials for senior leadership
- Partner with stakeholders on post-implementation reviews to validate benefit realization against business cases and identify corrective actions when needed
RequiredQualifications,Capabilities,andSkills - 7+ years of experience within financial organizations
- Bachelor's degree in Accounting, Finance, or a related field
- Demonstrated ability to build relationships and influence stakeholders across functions or lines of business to advance strategic efforts and strengthen reporting and analysis
- Strong financial acumen and analytical skills with demonstrated strategic thinking, sound judgment, and operational focus
- Excellent communication and presentation skills with demonstrated ability to create executive-ready materials and deliver clear narratives
- Proficiency in Microsoft Office and relevant financial reporting tools
- Demonstrated ability to manage multiple priorities in a self-directed, results-oriented environment
- Candidates must be authorized to work in the U.S. This role does not provide employment-based immigration sponsorship, including support for OPT or CPT
PreferredQualifications,Capabilities,andSkills 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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
