Finance & Business Management

Job Description

We are looking for a talented individual to help provide dedicated support to the Midwest Division. If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you!

As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day.

Job responsibilities

• Collaborate with the broader Field Finance & Business Management team, provides analytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region’s performance from every relevant perspective
• Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team
• Perform regular and ad hoc analysis in support of financial and strategic goals
• Prepare business review materials
• Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting
• Contribute to national initiatives

Required qualifications, capabilities, and skills

• Bachelor's degree in Finance-related field
• 2+ years relevant Financial Services experience
• Outstanding written and verbal communication
• Proficiency in Microsoft Office and other financial applications; experience with Tableau
• Knowledge and understanding of financial principles and ability to link results to activities
• Ability to work collaboratively and develop strong relationships across the organization
• Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
• Business savvy and commercial judgment
• Some travel may be required

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

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.