Job details
Job type full-time
Full job description
Organization description
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 processingWe`re proud to lead the u.sIn credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Team description
Business transformation office (bto) drives and executes critical change initiatives that create tangible value for clients and advisors in the $6b+ revenue wealth management (wm) businessOur transformation programs are sponsored by c-suite executives and span growth, regulatory, and location strategyThe team works cross-functionally with senior management, front office advisors, product specialists, legal, risk, compliance, operations, technology, and marketing to implement complex, transformational change.
Location strategy is a critical capability within the business transformation office and is responsible for aligning our workplace with our client needs, brand and cultureThis part of our team is responsible for the overall wealth management branch strategy and format, along with location strategy for the remote advice channel and overall workforce strategy.
Responsibilities
The bto team is expected to provide broad insights and thought leadership for these location strategy projectsAs a vp, you will work as part of a team on programs that impact our clients` experiences and perceptions of the firmThe team will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updatesTo that end, your key responsibilities will include:
Lead the delivery of major location strategy initiatives in partnership with business and functional stakeholders
Collaborate with functional partners to ensure close alignment including global real estate, ccb location strategy, business management, finance, etc.
Identify challenges, gaps and opportunities for improvement (and report findings in a simple, compelling way)
Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program
Design, structure, and `own` quantitative and qualitative location strategy related analyses
Synthesize impactful findings, develop recommendations, and draft documents; present recommendations to senior management
Guide and influence stakeholders towards strategic decision-making
Establish and maintain business metrics, measurement standards and best practices
Prepare business review packages for senior stakeholders and deliver consistent updates on the overall real estate design across the organization
Qualifications
Members of the bto team possess strengths in project management, problem resolution, effective communication, product knowledge, and marketingThe position requires flexibility and the ability to quickly adapt within a dynamic environment.
Must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:
Define and analyze problem statements and translate into tangible solutions
Develop detailed operating model for business changes
Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
Analyze and prioritize alternative solutions to drive results
Influence a cross functional, diverse environment to change status quo
Create and deliver compelling presentations for senior leadership
Forge relationships and build a network throughout the firm
Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
Demonstrate personal initiative, ownership and accountability
Experience:
Mba (or equivalent) strongly preferred
5+ years of experience in project management
Experience in strategic consulting, management consulting, process improvement
Demonstrated experience leading large scale, complex projects (planning, designing, documenting, communicating)
Financial services/business consultancy background, preferably in wealth management and/or location strategy / real estate management
Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
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 productsOur mission is to create engaged, lifelong relationships and put our customers at the heart of everything we doWe 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 successWe are an equal opportunity employer and place a high value on diversity and inclusion at our companyWe 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 lawIn 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.
Equal opportunity employer/disability/veterans
