Chase Wealth Management Field Finance Vice President
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Job Location:
Monthly Salary:
Posted on:
23 hours ago
Vacancies:
1 Vacancy
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Job Summary
JPMorgan Chase is a global leader in financial services serving millions of customers through a comprehensive suite of offerings that include personal banking credit cards mortgages auto financing investment advice small business loans and payment processing. With a strong reputation for innovation and customer satisfaction Chase leads the U.S. in credit card sales and deposit growth and boasts the most-used digital banking solutions. Our Consumer & Community Banking division alongside Asset & Wealth Management Corporate and Investment Banking and Commercial Banking is supported by Global Finance & Business Management which strategically manages capital drives growth maintains financial reporting and proactively manages risk to ensure the companys resilience and success in all market conditions.
As the Field Finance Vice President supporting Chase Wealth Management you will play a critical role in partnering with the field organization of over 5000 Private Client Advisors and supporting the Chase Wealth Management CEO. You will work closely with divisional and regional field leadership to provide financial reporting analysis and strategic recommendations acting as a finance partner in day-to-day business management. Your responsibilities will include reinforcing the firms business model for generating customer value driving both financial and non-financial results and collaborating with the broader Finance & Business Management teams to help field leadership achieve common objectives through our extensive branch distribution network.
Job responsibilities
- Serve as a trusted advisor to the Regional Directors providing clarity on how to best use analytics to gain insights evaluate metrics and drive results
- Collaborate with the Field Finance & Business Management team to provide strategic analytical and business management support for the Wealth Management business with the responsibility for planning developing organizing implementing and evaluating the divisions and regions performance from every relevant perspective
- 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 HC and expense; help drive expense management in the field
- Perform ad hoc analysis in support of financial and strategic goals
- Prepare business review materials
- Optimize bottom line performance by creating and analyzing performance tracking and reporting
- Contribute to national initiatives
Required qualifications capabilities and skills
- Bachelors degree
- 5 years relevant Financial Services experience
- Outstanding written and verbal communication
- Proficiency in Microsoft Office and other financial applications
- 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 using Tableau
Required Experience:
Exec
Key Skills
- Forecasting
- Financial Services
- GAAP
- Accounting
- IFRS
- Regulatory Reporting
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Report Interpretation
- Financial Management
- Financial Planning
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
