VP, Sales Strategy & Advisor Enablement

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Chase Wealth Management in New York is seeking a Vice President, Sales Strategy Support to lead national business development initiatives that translate growth priorities into practical solutions for advisors and field leaders. You will guide the creation of advisor-facing content, thematic campaigns, and tools to enhance client engagement and drive business growth.

Collaborating with senior leaders and cross-functional teams, you will synthesize insights and deliver clear guidance used to coach

Qualifications

• Hold a bachelor’s degree in a relevant field.
• Demonstrate 5 years of experience in financial services, strategy, consulting, sales enablement, communications, or business development.
• Exhibit the ability to synthesize complex information quickly and translate insights into clear messaging for field audiences.
• Manage cross-functional initiatives and coordinate multiple stakeholders in a fast-moving environment.
• Create executive-ready materials for senior leadership and advisor audiences.
• Interpret data and translate insights into actionable recommendations.
• Build compelling visual narratives and structured communications using PowerPoint and Excel.
• Operate independently, manage competing priorities, and execute initiatives with ownership.
• Guide the development of advisor-facing content and tools.
• Lead the execution of business development programs and campaigns.

Responsibilities

• Guide the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with senior leaders and cross-functional teams to translate strategic priorities into structured programs and field-ready execution plans.
• Lead the creation of impactful presentations for national calls, ensuring content is engaging and aligned with strategic objectives.
• Coordinate and support prep calls with speakers to refine messaging and delivery, and craft compelling narratives that engage advisors nationwide.
• Execute thematic campaigns by creating field communications, sourcing success stories, and aligning content with strategic goals across the business.
• Prepare and review business results updates and leadership presentation materials.
• Gather feedback from advisors and field leaders to refine messaging and identify opportunities for development initiatives.
• Build relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership for coordinated execution.
• Develop advisor-facing tools and resources that support business growth and client engagement.
• Synthesize complex information into practical guidance for advisors and field leaders.

Skills

Strategic thinking

Cross-functional leadership

Executive communication

Data interpretation

PowerPoint

Excel

Independent execution

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

Chase Wealth Management in New York is seeking a Vice President, Sales Strategy Support to lead national business development initiatives that translate growth priorities into practical solutions for advisors and field leaders. You will guide the creation of advisor-facing content, thematic campaigns, and tools to enhance client engagement and drive business growth.

Collaborating with senior leaders and cross-functional teams, you will synthesize insights and deliver clear guidance used to coach