Managing Director, Affluent Growth & Strategy

Aumni; Columbus (OH); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Managing Director, affluent segment business development, to lead go-to-market and growth strategy for the Private Client group. You will align partners across the firm to deliver a consistent client experience at scale and shape engagement across acquisition, deepening, and retention.

You will establish governance routines, work with data and technology teams to scale insights, and provide regular updates to senior leaders on priorities and risks.

Qualifications

• 12+ years of progressively senior leadership experience.
• Experience setting strategy and delivering growth at scale.
• Experience influencing executive stakeholders and cross-functional collaboration.
• Experience establishing governance, operating rhythms, and decision-making processes.
• Experience using financial and performance data to make commercial decisions.
• Experience managing budgets and headcount tradeoffs.
• Experience designing incentive frameworks in regulated environments.
• Experience leading transformation and change management.
• Demonstrated people leadership and succession planning.
• Strong written and verbal communication skills, including executive updates.

Responsibilities

• Set and execute affluent-segment business development strategy and operating plan.
• Lead onboarding and development of relationship managers in partnership with HR.
• Drive programs to improve retention and relationship deepening.
• Deliver a roadmap for centralized client insights and acquisition workflows.
• Partner to design and govern a referral strategy with service standards.
• Own RM incentive strategy and performance outcomes with cross-functional teams.
• Establish governance routines, decision rights, and success metrics.
• Collaborate with data/tech teams to scale workflows and assess AI implications.
• Provide regular updates to senior stakeholders on priorities and risks.
• Champion inclusive decision-making and talent development.

Skills

Strategic leadership

Executive influence

Governance design

Financial analysis

Budget management

Incentive design

Change management

People leadership

Cross-functional collab

Communication

Job description

Chase is seeking a Managing Director, affluent segment business development, to lead go-to-market and growth strategy for the Private Client group. You will align partners across the firm to deliver a consistent client experience at scale and shape engagement across acquisition, deepening, and retention.

You will establish governance routines, work with data and technology teams to scale insights, and provide regular updates to senior leaders on priorities and risks.