Vice President, Wealth Management Financial Analysis

2 weeks ago

Columbus, United States JPMorganChase Full time

We are looking for an individual with industry experience who understands data environment, MIS, and the finance landscape. You will assist in the overall strategy and vision for this product, supporting the Performance Transformation Manager in leading projects, coordinating month end close of financials and working closely with finance and MIS teams to deliver reporting solutions across the business.

As a Vice President in Wealth Management Planning & Analysis, you will thrive in a fast-paced, results-oriented environment with a practical orientation to developing and maintaining an end-to-end transformation roadmap. You will be a strategic thinker with the ability to execute roadmaps, inspire confidence, foster teamwork, and collaborate closely with finance and technology leaders and internal stakeholders. You must understand the needs of advisors, branch employees, field managers, operations and service personnel, and how to effectively roll out change and drive adoption to a broad field organization that includes multiple distribution channels.

Job responsibilities
  • Serve as a liaison between Finance teams and MIS to provide impactful reporting and insightful analyses
  • Collaborate with business partners across planning & analysis (P&A), Finance Teams, and MIS to ensure the timely, accurate, and effective delivery of projects impacting reporting
  • Act as a subject matter expert for finance teams in addressing issues/questions around reporting capabilities, data organization, new projects, and MIS procedures
  • Conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions
  • Produce presentations, analyses, and supporting materials for key internal clients including senior management; participate in and lead ad-hoc special projects
  • Coordinate between business, finance, and central P&A teams to meet analytical requirements and timelines
  • Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams
Required qualifications, capabilities, and skills
  • 8+ years of relevant P&A experience in the financial services industry
  • Bachelor’s in Finance, Economics, or Accounting
  • Strong data, MIS, and strategy background and ability to navigate competitive landscape and industry pressure
  • Problem solver with strong critical thinking, communication, organizational, analytical, and technical skills
  • Highly self-reliant individual with the ability to work in a dynamic, fast-paced, team-oriented, results-oriented environment
  • Strong work ethic not easily deterred by challenging circumstances; desire to create and build within an entrepreneurial, start-up like environment
  • Ability to articulate financial results to various audiences (internal & external)
  • Ability to build strong partnerships with colleagues, and desire to learn quickly, be flexible, and think strategically
  • Advanced Microsoft Office skillset (Excel, PowerPoint, Microsoft Access)
Preferred qualifications, capabilities, and skills
  • Understanding of Consumer & Community Banking (CCB) and/or Wealth Management preferred but not required
  • Experience with Python, SQL, and Alteryx desired

Candidates must be able to physically work in our Columbus, OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

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

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.

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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. By providing information, analysis, and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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