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US Wealth Management - VP Deposit Sales Specialist- OH, NJ, DE at JPMorgan Chase Bank, N.A. in Columbus, Ohio

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$530 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The vision for the business is to be the most recommended financial services partner. The goal is to manage 1T in invested assets by 2025, and to double our base of Advisors.

This team specifically is charged with both vision-casting and executing. We are responsible for

• Partnering across the US Wealth Management (USWM) business to create best in class client and employee experiences, as well as fix top pain points

• Contributing to the growth plans of the business, by ensuring strategy can be (and is) executed flawlessly

• Guiding the transformation of our business to one that is client obsessed

• Designing and delivering an exceptional experience for our clients and employees throughout their lifecycle and across channels and touchpoints

• Listening to and communicating with our employees, all the time

• Defining the KPIs that will get us to the North Star vision of "most recommended" financial services partner, and then sharing where we stand and what we need to do to close the gap

Successful candidates will set direction, understand barriers to success, and inspire and coordinate cross functional teams. We will have a bias to action - using data to inform our work and ensuring constant alignment with leaders across the business. We will establish a clear vision for an exceptional client experience, and for aligning all of the pieces of the client journey so that we meet the vision set by the business. We will outline the path from good to great. We work across all of USWM (human and digital interactions, advisor led or in the contact centers) to ensure a more proactive, coordinated and innovative approach to delivering experiences for our clients and employees. And, we will have fun and love our work.

Primary Functions

The USWM Vice President - Deposit Sales Specialist will be responsible for generating Financial Advisor awareness and adoption of our USWM Banking platform including traditional checking, savings, and certificates of deposits as well as investment-aligned deposit products such as term deposits.

Candidate will:

§ Educate Financial Advisors on end to end product suite through delivery of educational programs, 1:1 training, and in-branch meetings

§ Partner with Financial Advisors to uncover potential opportunities to deliver sophisticated and innovative solutions to clients and prospects through awareness campaigns, market updates, prospecting opportunities, client communications, and book reviews

§ Cultivate relationships with Field Management, Financial Advisors and Client Associates; maintain consistent communication to deepen partnerships

§ Partner with USWM Marketing on new and innovative ways to drive awareness of the business

§ Consult on complex banking situations based on client need

Requirements

§ 7+ years of experience; banking experience strongly preferred

• Knowledge of macro interest rate environment; understanding of wealth management including, but not limited to banking, lending, and fixed income

• Familiarity with sweep programs and liquidity management options preferred

§ Advanced analytical skills, including financial analysis and modeling

§ Ability to lead multi-stakeholder projects end to end

§ Ability to actively work within a team environment while partnering to support and retain junior talent

§ Series 7, 63 preferred; willingness to obtain post- hire

§ Bachelor's degree required

§JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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