Job Description
The US Wealth Management Business Transformation Office (BTO) is seeking an Associate to join their team in New York. This role will be part of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm's top strategic initiatives. BTO partners across functions, business lines and leadership teams to drive value for Advisors, Clients, and the overall business. Project scope and responsibilities will evolve to ensure alignment with priorities across all Wealth Management channels including Chase Wealth Management (in-branch), JP Morgan Advisors (brokerage), National Branch (remote) and Self-directed/Online Investing (digital).
The Associate position calls for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology and Marketing/Communications to implement complex transformational change. The successful candidate will be a proactive problem solver, passionate about driving clarity, decision making and results despite ambiguity. This role requires flexibility and the ability to quickly adapt within a dynamic environment. The right candidate will have experience in Wealth Management, Financial Services, Investments and/or Management Consulting.
Job responsibilities

• Define and analyze business problems/objectives and translate into tangible solutions
• Support the development of detailed target state operating models and implementation roadmaps to support cross-functional change
• Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
• Think innovatively to analyze, design and prioritize alternative solutions
• Influence a cross-functional, diverse environment to change status quo
• Create and deliver compelling presentations for senior leadership
• Forge relationships (internally and across functions) and build a network throughout the firm

Required qualifications, capabilities, and skills

• 3 years of experience in management consulting and/or program management, preferably in Wealth Management
• Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution
• High proficiency in supporting program workstreams and cross-functional working groups
• Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls
• Curiosity and drive with an innovative mindset
• Detail oriented, organized and familiar with program management and process mapping tools/methodology
• Outstanding communication and presentation skills

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 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.