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JPMorgan Chase VP, Online Investing Finance & Business Management in New York, New York

About JPMorgan Chase & Co.:

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

About J.P. Morgan Wealth Management:

The JP Morgan Wealth Management ("JPMWM") business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Advisors and Online Investing, our digital investing platform. The combined franchise has $700 billion in Assets under Supervision and 4,000 advisors who work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of customer behavior, presenting both challenges in how we evolve to meet customer needs as well as opportunities in how we serve our customers more efficiently and effectively.

About the team:

The Online Investing & Strategic Initiatives finance & business management team reports to the JPM Wealth Management CFO and partners with the JPM Wealth Management leadership team to strategically grow our online investments' market share in the United States. The team's mandate includes finance, business management, strategic financial analysis, dashboards and reporting for the Online Investing business. Our team culture is oriented around collaboration, partnership with business stakeholders, driving results, personal and professional growth.

Position Overview:

The Online Investing F&BM team is seeking a Vice President to drive business management for Online Investing. We are looking for a strategic thinker to be part of a high-performing finance team who serves as a trusted advisor to the Head of Online Investing and the OI Leadership team. The VP will work closely with the Head of Online Investing F&BM as well as the OI Leadership Team to advance our strategic priorities, collaborate with a matrixed team, and run day-to-day execution of our ambitious growth agenda.

The ideal candidate thrives in a fast-paced, results-oriented environment. Candidates should enjoy teamwork and collaboration and have a demonstrated passion for driving business results. In addition to being a seasoned and well trained professional, the successful candidate will be a strategic thinker with the ability to problem solve, delegate, and operate with flexibility in an ambiguous and evolving environment. We look for a leader that will inspire confidence and collaborate closely with business leaders and internal stakeholders.


  • Partner with the Head of Online Investing and the Leadership Team to advance the Online Investing priorities on a daily basis

  • Be a trusted advisor and counterweight to the Online Investing Leadership Team and CFO

  • Develop strategy and solve problems for the business

  • Own and project manage high-profile strategic initiatives in partnership with key partners, collaborate across team, prepare content and organize meetings, provide high level of responsiveness to executives

  • Prepare business review agendas and decks, schedule and run business review prep sessions, coordinate follow-ups

  • Run data analytics, create story lines and analyses for OI projects, address ad hoc request

  • Understand key financial and operational drivers, with a detailed understanding of revenue drivers, key expenses, and monthly performance

  • Manage, coach and mentor a talented team (one associate, one analyst)

  • Recruit and mentor top talent

Qualifications :

  • Strong team player and change agent passionate about driving business results through strategy and business execution

  • Bachelor's degree in Business, Finance, Economics, or Liberal Arts. MBA or Master's degree, preferred but not required

  • Prior experience in Business Management or consulting; preferably in Financial Services and/or Wealth Management

  • Have experience in managing senior level materials and/or various projects reporting; ability to influence and advise executive management

  • Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Finance, Executive Management)

  • Excellent PowerPoint and presentation skill

  • Proven experience in deriving insights from data analytics (using Excel, SQL, or other data analysis tools)

  • Flexible in his/her work style, strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders

  • Self-motivated, innovative thinker with the ability to derive, formulate, and develop new concepts, processes and value-added activities.

  • Ability to closely partner with stakeholders on projects

  • Ability to multitask and work effectively under pressure

  • Self-starter, high energy, and motivated to innovate the business

  • Positive, team-oriented attitude

  • High EQ with excellent communication skills with client focus

  • Ability to productively work in a matrix management organization

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans