J.P. Morgan Chase - Business Manager - National Branch

Job Description
The U.S. Wealth Management business is dedicated to helping investors achieve their long-term financial goals. This business operates in a highly dynamic environment, driven by the rapid evolution of customer behavior. These changes present both challenges in adapting to meet client needs and opportunities to enhance the efficiency and effectiveness of service delivery.
Currently, U.S. Wealth Management is experiencing significant growth, with a strategic emphasis on expanding its remote advice wealth management channel. The National Branch Business Management team plays a pivotal role in driving key initiatives that optimize business performance and shape the organization's future direction.
Job Summary:
As the Business Management Associate you will work directly with the CEO of National Branch and Head of Advisory, gaining broad exposure to all aspects of the business, including HR, finance, operations, sales strategy, product, and marketing. Based in New York, this highly visible and dynamic position is responsible for leading executive communications, managing impactful projects, and providing insightful business analysis. The ideal candidate will demonstrate the ability to solve complex challenges, navigate tight deadlines, balance competing priorities, and collaborate effectively with senior management, contributing to the ongoing success of the organization.
Job Responsibilities

• Executive Support: Partner with the CEO of National Branch and the Senior Management Team to manage daily business operations, support strategic planning, and execute key initiatives.
• Meeting & Event Coordination: Organize and facilitate agendas for key management meetings, town halls, offsites, and recognition events, ensuring productive and efficient outcomes.
• Project Management: Lead cross-functional projects, quickly mobilizing teams to solve complex problems and deliver actionable business recommendations for senior decision-making.
• Business Support: Support ad-hoc requests for project management, business analysis, and presentation development.
• Process Improvement: Collaborate with field teams to simplify, improve, and add value to existing business processes.
• Stakeholder Communication: Serve as key contact to communicate effectively with key business partners to understand project requirements, drive next steps, and ensure alignment.
• Resource Management: Collect, maintain, and organize internal resources and documentation on collaboration platforms such as SharePoint.

Required qualifications, capabilities, and skills:

• Experience: A minimum of 3 years' experience in financial services, wealth management, business management, or COO roles.
• Technical Proficiency: Advanced skills in Excel, PowerPoint, and Word; familiarity with SharePoint, Adobe PDF.
• Communication: Excellent interpersonal and written communication skills, with the ability to engage and influence stakeholders at all levels.
• Analytical Skills: Ability to transform quantitative and qualitative information into compelling business arguments and recommendations.
• Project Management: Proven ability to manage and deliver high-profile projects in a fast-paced, fluid environment with multiple stakeholders.
• Collaboration: Strong partnership skills with key stakeholders, management, and colleagues across business lines.
• Organization: Detail-oriented, highly organized, and able to prioritize multiple deliverables under tight deadlines.
• Judgment & Discretion: Superior judgment and discretion when handling confidential and sensitive information.
• Adaptability: Comfortable with change and ambiguity; proactive self-starter who thrives in a dynamic environment.
• Time Management: Strong time management and prioritization skills, with a sense of urgency and ability to multi-task.

Preferred qualifications, capabilities, and skills:

• Bachelor's degree required; advanced degree or relevant certifications preferred.
• Wealth Management experience is preferred.

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.