We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology you’ll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs. You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.

As a Divisional Strategy & Support Associate within the Wealth Management team, you will support the execution of wealth strategies and tactics to ensure a world-class client experience. You will collaborate with key partners across the Wealth Management businesses and One Chase partners, aiding the division in maintaining alignment with national wealth strategies.

Job 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.

Required qualifications, capabilities, and skills

• 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.