The Consumer Bank & Chase Wealth Management provide deposit and investment solutions to Chase customers in ~5,200 branches through ~18,000 bankers and ~3,000 licensed financial advisors. The portfolio consists of ~$500B in deposits and ~$250B in investments held by ~25MM customers.
The branch channel is ever-evolving in the age of digitization. While customers are rapidly embracing self-directed solutions through our mobile and digital channels, they still use the branch each year; but less for transactional needs and more for advice. Continuing to meet customer needs in an omni-channel world is critical to our success as a company.
This role will focus on key strategic initiatives around optimizing staffing levels, ensuring comp programs align with key business objectives, executing against technology roadmaps, and developing a deep understanding of business drivers. Day-to-day work involves analyzing qualitative and quantitative data to solve problems and outline the strategic direction for the business. Work is team-based and project-oriented in nature. Agenda is driven in large part by senior management and is high-impact and high-visibility.
Support the Consumer Bank CEO, CFO, and Sr. Field Management on a range of strategic initiatives to drive growth (e.g., advisor hiring, Net New Money growth, technology roadmap) and efficiency agendas
Develop a nuanced understanding of branch staffing and Field management to support complex staffing models
Drive client adoption of self-directed and digital solutions and build connectivity between Chase Wealth Management, Chase Investments Direct, and Digital Wealth Management
Partner closely across multiple functions (e.g., Field, HR, Marketing, Technology, Operations) and LOBs (e.g., Wealth Management, Private Bank) to develop consensus and align on how to operationalize findings of analyses
Bachelors degree in a quantitative discipline, MBA or graduate degree a plus
General understanding of financial services. Experience in wealth management and/or retail banking is a plus.
2-3 years of experience in an analytical / strategic role – e.g., top tier management consulting, investment banking, equity research, corporate strategy or finance.
Advanced Excel skills / modeling experience required; Essbase, Access, VBA, SQL, and other technical skills a plus, but not required.
Must be able to synthesize complex analysis into concise, executive-level communications.
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