VP, Divisional Strategy & Wealth Ops Lead

Testing Site - JPMC; Paramus (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

Testing Site - JPMC in Paramus, NJ seeks a seasoned Divisional Strategy & Support Associate to help execute wealth strategies and deliver world-class client experiences. You will work with Wealth Management partners and One Chase teams to align national wealth strategies.

Responsibilities include coordinating communications, events, and Thought Leadership, with extensive travel up to 50% and a focus on cross-functional collaboration and strategic initiatives.

Qualifications

• 5+ years of proven experience in managing projects in an investment-focused environment or related industry.
• Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
• Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
• High degree of technology acumen.
• Strong communication skills, highly professional, attention to detail, and excellent follow-through.
• Bachelor’s Degree or equivalent related experience required.
• Ability to travel 50% of the time.

Responsibilities

• Oversee communications, project management, and tracking for the Division (e.g. training progress, branch visits, and senior leader visits).
• Plan and manage Division events, including All Advisor calls and meetings, by handling logistics, managing invitation communications, and coordinating regional events with Administrative Assistants and Regional Support Leads (RSLs).
• Manage Thought Leadership allocation, coordinate with RSLs, and oversee communications, calendar of deliverables, and prep calls.
• Provide execution support for the division’s wealth business by tracking and monitoring progress.
• Support strategic initiatives across partners with Regional Directors to advance divisional agenda.
• Drives special projects involving various business functions, ensuring significant organizational impact.

Skills

Project management

Stakeholder management

Communication

Team collaboration

Attention to detail

Education

Bachelor's Degree

Tools

Technology literacy

Job description

Testing Site - JPMC in Paramus, NJ seeks a seasoned Divisional Strategy & Support Associate to help execute wealth strategies and deliver world-class client experiences. You will work with Wealth Management partners and One Chase teams to align national wealth strategies.

Responsibilities include coordinating communications, events, and Thought Leadership, with extensive travel up to 50% and a focus on cross-functional collaboration and strategic initiatives.