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JPMorgan US Wealth Management - East Regional Business Manager Vice President 
United States, New York, New York 
980689498

02.07.2024

Job Responsibilities

  • Serve as a trusted advisor to the Wealth Management Regional Directors, providing clarity on how to best use analytics to gain insights, evaluate metrics, and drive results
  • Provide strategic analytical and business management support for the Chase Wealth Management business in collaboration with the Field Finance & Business Management team,
  • Plan, develop, organize, implement, and evaluate the region’s performance from an analytical lens
  • Leverage a deep understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team
  • Maintain budget and forecast for field headcount and expense; help drive expense management in the field
  • Perform ad hoc analysis in support of financial and strategic goals
  • Prepare business review materials on a quarterly basis
  • Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting
  • Contribute to national initiatives by providing relevant feedback and implementation

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree
  • 7+ years relevant experience in finance, consulting, analytics or strategy
  • Outstanding written and verbal communication skills
  • Advanced PowerPoint and Excel skills
  • Knowledge and understanding of financial principles and ability to link results to activities
  • Ability to work collaboratively and develop strong relationships across the organization
  • Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
  • Business savvy and commercial judgment
  • Some travel may be required

Preferred Qualifications, Capabilities, and Skills

  • Field management experience
  • Experience with Tableau, Alteryx, SQL, and/or Microsoft Access