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Wealth Management Strategic Initiatives Finance

4 months ago

New York, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
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”) Strategic Initiatives Finance Team lead - 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, business case development, and reporting for WM top priorities. You will be responsible for acting as the finance thought partner to various stakeholders across the business as initiatives become prioritized and manage a team of 4 individuals.

**Responsibilities**:

- Conduct, consolidate, and present financial analyses and deliver actionable insights to inform the business on new business case projections and success targets
- Partner across the Wealth Management finance team and business stakeholders to execute on strategic priorities
- Manage life-cycle of business cases, including budget rounds, actuals reporting, and off-boarding
- Oversee the development of opportunity sizing's and financial analysis, collaborating with key partners on assumption drivers, risks and opportunities
- Analyze 5 and 10 year financial impact and cross compare Pre-Tax Income (PTI) and Net Present Value (NPV) projections across projects
- Develop and track progress against targets to hold stakeholders accountable for performance
- Collaborate with line of business finance teams to identify like-use cases and input to support value drivers, revenue and expense assumptions, when applicable
- Present and articulate the financial impact to senior stakeholders to aid in investment funding decisions
- Learn the business, strategy, and financials, establish relationships with the team and business partners
- Take initiative on process improvements, standardization, and business resiliency to drive the team towards better efficiency

**Required Qualifications, Capabilities, and Skills**
- Bachelor’s degree and 7+ years relevant work experience in Financial Analysis, Business Management or Strategy
- Expert in Excel and PowerPoint
- Experience in Net Present Value (NPV) and Return On Investment (ROI) analysis
- Experience in or ability to learn financial modeling
- 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 building financial business case projections
- Experience with managing a team
- 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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**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. 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 incl