Are you someone who has a penchant for story-telling, being a trusted advisor and being organized with excellent time management skills? Do you enjoy building relationships, working with data, managing projects, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm?

As the Wealth Management (WM) Functional Finance - Vice President in the Strategic Initiatives, Marketing & Functional Finance team, you will help manage and drive strategy supporting high growth businesses and initiatives across J.P Morgan Wealth Management. You will own financial analysis and reporting for three Functional functions (Solutions & Advice, Supervision, & Practice Management) with a focus on financial performance and expense management, including forecasting and budgeting, for the functions.

For this role, candidates must be able to physically work in our New York offices 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

Job Responsibilities

• Conduct, consolidate, and present financial analyses and deliver actionable insights to grow the business, improve profitability, and optimize expenses

• Partner across the Wealth Management finance teams and business stakeholders to execute on strategic priorities

• Manage headcount and expenses for the functions, including budgeting, forecasting and ad-hoc analyses

• Research expense variances and provide insights on drivers, risks and opportunities to budget

• Develop and track progress against expenses and budget, partnering with the business to ensure alignment and compliance with firm policies

• Collaborate with Strategic Initiatives team on business cases for Solutions & Advice initiatives, aiding with revenue & expense assumptions, articulating the financial impact, and presenting results for investment funding decisions

• Prepare materials and coordinate deliverables for senior stakeholders (e.g., project status updates, strategic analysis, presentations), to facilitate decision-making in business reviews, presentations, and budget reviews

• Learn the business, strategy, and financials, establish relationships with the team and business partners

• Take initiative on process improvements, data automation, and visualization to drive the team towards better efficiency, including collaborating with broader team to identify & implement opportunities for automation

Required qualifications, capabilities and skills

• 7+ years relevant work experience in Financial Planning & Analysis (forecasting, budgeting, P&L, month-end close, expense/revenue management, etc.)

• Bachelor's degree

• Expert in Excel and PowerPoint

• Experience in or ability to learn internal budgeting systems, headcount management tools, and travel and entertainment ( T&E) applications

• Intellectual curiosity and exceptional problem-solving skills coupled with attention to detail

• Self-motivated and passionate about driving decisions through analytical insights

• Proactive learner who possesses a solid work ethic and critical thinking skills

• Comfortable working with large complex data sets and distilling insights into executive presentations

• Extremely organized in taking a comprehensive project management approach to all work

• Ability to own projects and processes end-to-end

• High emotional intelligence and confidence in interfacing directly with senior management

Preferred qualifications, capabilities and skills

• Experience with corporate financial analysis and building financial business cases

• Experience with expense management & expense applications strongly preferred

• Understanding of the Wealth Management business

Applicants must be authorized to work for any employer in the U.S. We are unable to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.

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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. For those in eligible roles, discretionary incentive compensation which may be 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

Base Pay/Salary

New York,NY $123,500.00 - $190,000.00 / year