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Field Support Project Manager, ED - New York, NY

Req #: 170103181
Location: New York, NY, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
About Chase Consumer Bank

Chase is a leading U.S. consumer bank operating 5,200 branches in 23 states with over 50,000 employees and $500 billion in customer deposit and investment balances.  We are a leader in digital innovation through our industry leading mobile banking app with over 45 million active users.

The Role:

The Chase Wealth Management Field Support Executive Director is responsible for implementing a robust framework to support investment advisor behaviors throughout the network. The role will be responsible for developing strategies that promote advisor-client engagement, enhancing available advisor tools, and advising on the roll-out of new products and training to the CWM field. The optimal candidate will be familiar with the investment strategy of the firm, and will have a demonstrated ability to partner with senior leadership to develop effective messaging and implementation of sales practices across an expansive field organization.

Core Responsibilities:
  • Successfully lead, manage, and execute the roll-out of relationship management behaviors to support client outreach and promote meaningful and impactful client experiences.
  • Partnering with Investment Product Specialist to ensure thorough training in the CWM field regarding sales, product availability, and evolving business/regulatory changes
  • Ownership of Advisor desktop, including, CRM tool development, and execution.
  • Lead coordinator of Advisor and MD/SM call
  • Partner regularly with marketing and communications teams to ensure optimal messaging strategies to both the advisor and client populations.
  • Main conduit to partner with Advice Lab / planning, AWM product, and AWM client & advice and strategy for implementation of advice, thought leadership, products, and services to CWM advisors

  • 10+ years broad business experience with an emphasis in the investment advisor and/or wealth management environments.
  • Demonstrated ability to define and effectively execute strategy across a large, highly matrixed organization.
  • Ability to communicate effectively and leverage influence at all levels.
  • Strategic thinker with a proven ability to create innovative solutions to complex problems.
  • Track record of leading employees to deliver exceptional levels of customer service while deepening relationships.
  • Bachelor’s degree required, advanced degree preferred or equivalent work experience.

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