VP of Online Personal Financial Management Tools & Market Data - Chase Wealth Management - New York, NY

JPMorgan Chase - New York, New York

Posted 729 days ago
  • Experience
    Mid-Senior level
  • Job function
    Marketing, Strategy/Planning
  • Employment type
    Full-time
  • Industry
    Banking, Financial Services, Investment Banking
  • Job ID
    3800762

This is a preview of the VP of Online Personal Financial Management Tools & Market Data - Chase Wealth Management - New York, NY job at JPMorgan Chase. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

Job description

The primary objective of the VP of Online Personal Financial Management Tools (PFM) & Market Data is to develop and implement a suite of tools to engage and support our clients to help them make better informed decisions and engage them to increase their use of JPMC for investments leading to more investment clients and a deeper share of investment wallet.   Key activities and responsibilities include:   Partner across JPMorgan Chase teams to develop solutions that enhance client's investment offerings online. Particularly in the area of PFM tools and market data as well as how clients view and use their account data online Collaborate with third  party solution providers to deliver superior PFM tools. Ensure that all uses of external tools meet compliance and regulatory rules. Develop strategies to implement tools we want to partner with for asset allocation and financial planning tools Develop a suite of educational tools to engage our clients to make better informed decisions. Utilize external research, content  and tools  (S&P, Lipper, Morningstar, Dow Jones etc) to enhance  clients'  investment knowledge and support investment decision making Develop  knowledge of investment products & solutions available at the firm, partnering with Brokerage, Investment and Trust teams to provide a conduit towards translating those to products or informational pieces on the internet Develop monthly reporting to Senior Management on key performance and enrollment metrics around penetration of related services Partner effectively with technology and operations to ensure that project deliverables meet business requirements   Key Attributes of the Candidate: Experience with a Fortune 500 company and highly recognized client centric brand strongly preferred Creative thought leader, exceptional problem solving and analytical skills with proven ability to conceptualize new ideas Change Agent who will champion new ideas, challenge conventional approaches Ability to set and manage accountabilities and expectations at all levels - team members, peers, business partners and senior and executive management Excellent relationship skills, highly collaborative - can build rapport and credibility quickly with all levels of the organization

Desired Skills and Experience

Ideal candidate will have at least 3 years plus experience strategizing and developing key financial services investment sites. Prior experience implementing and working with trading and market data platforms within the brokerage space is highly desirable. Prior experience working with and implementing third party Personalized Financial Management tools including aggregation, asset allocation and financial planning tools and calculators. Bachelor's Degree with 7+ years of product, client service, or marketing experience.  MBA or other graduate degree preferred. Knowledge of and experience with third party providers of market data, news and research content. Experience implementing engaging online and mobile investment experiences 3+ years of management experience required. Strong written and verbal communication skills/ intellectual curiosity. Strong strategic planning and operational delivery experience. In depth understanding of consumer, data analysis, and online behavior Strong project management, communications, multi-tasking, people management, and leadership skills. Ability to rapidly transition from conceptual to practical application. Strong relationship development and negotiating skills and ability to work across multiple lines of business and make decisions in conjunction with other departments Proven record in problem solving and business innovation. Ability to thrive in dynamic fast-paced environments. Some travel required.   JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V 
 

About this company

JPMorgan Chase

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small-business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

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