VP, Advisor Tools Strategy & Transformation Lead

Aumni; Plano (TX); On-site; USD 190,000 - 240,000; Full time

Job summary

Chase Wealth Management is seeking a Vice President, Advisor Tools Strategy Lead to shape the strategy, prioritization, and roadmap for advisor productivity tools. You will partner with product and technology to ensure tools meet advisor needs and drive adoption.

In this role, you will advance enterprise-wide efficiency gains and embed robust controls in a heavily regulated environment while collaborating across business, product, and technology teams.

Qualifications

• 7+ years in financial services industry.
• Proven track record delivering high-profile priorities with multiple stakeholders.
• Experience translating business needs into product requirements and influencing roadmaps without direct authority.
• Proactive, accountable, and detail-oriented with the ability to prioritize across multiple deliverables.
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Responsibilities

• Support the multi-year strategic roadmap and priorities for advisor productivity initiatives, ensuring alignment with firmwide digital transformation goals.
• Influence product roadmaps to align strategically to business objectives and ensure tools are built with advisor behavior and practice management fundamentals at the forefront.
• Own field testing, pilots and national rollouts, designing resources and training to drive adoption of new features while collecting feedback and partnering with product teams to continuously improve.
• Drive change management at scale—owning stakeholder engagement plans, executive communications, training frameworks and adoption metrics.
• Continuously evaluate emerging technologies to sustain competitive advantage and advisor satisfaction.
• Serve as a strong communicator, translating product and technology updates in a way that resonates with the advisors and leadership.

Skills

Strategic leadership

Stakeholder management

Executive communication

Product strategy

Cross-functional collaboration

Salesforce Financial Services Cloud

Advisor productivity tooling

Tools

Salesforce Financial Services Cloud

CRM platforms

Job description

Chase Wealth Management is seeking a Vice President, Advisor Tools Strategy Lead to shape the strategy, prioritization, and roadmap for advisor productivity tools. You will partner with product and technology to ensure tools meet advisor needs and drive adoption.

In this role, you will advance enterprise-wide efficiency gains and embed robust controls in a heavily regulated environment while collaborating across business, product, and technology teams.