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About the Role

As a Vice President of Business Strategy & Field Engagement, you will translate US Wealth Management priorities into field-ready programs that drive advisor behavior and client outcomes. This role involves owning the full arc from strategic concept collaboration to field activation, including positioning, enablement materials, and equipping advisors with necessary tools and confidence. You will partner across various functional teams to ensure enterprise initiatives are effectively implemented in the field.

Responsibilities

Convert complex, enterprise-wide strategic initiatives into crisp field narratives, advisor-facing value propositions, and repeatable talk tracks.
Develop clear positioning frameworks that connect firm priorities to advisor daily behaviors, client conversations, and growth outcomes.
Serve as the connective tissue between corporate strategy teams and the field, ensuring central initiatives are relevant, practical, and adoptable.
Build and own a full suite of enablement materials including playbooks, one-pagers, presentation decks, quick-reference guides, and digital resources.
Design workshops, coaching sessions, and field-ready materials to deepen advisor proficiency and lead consistent execution.
Develop and manage field leader toolkits to enable local championship of initiatives.
Coordinate with partners to create joint programming with a unified, client-centric message.
Build and maintain strong partnerships with functional groups to align on priorities, co-develop materials, and guide field engagement.
Influence senior stakeholders and field leadership through strategic recommendations, data-informed insights, and credible viewpoints.
Manage multiple concurrent initiatives with discipline, maintaining timelines, tracking progress, and communicating status.
Measure the effectiveness of field engagement programs and iterate based on feedback and business results.

Requirements

Minimum 6 years of experience in wealth management, financial services strategy, field enablement, or a closely adjacent discipline.
Demonstrated track record of making complex strategic content accessible, actionable, and compelling for a field or sales audience.
Experience designing and executing field engagement campaigns and training programs.
Track record of translating larger strategic initiatives into clear field positioning, practical enablement, and repeatable messages.
Knowledge of US Wealth Management products, investment solutions, financial planning, and the advisor-client relationship model.
Exceptional written and verbal communication skills.
Strong project management capability with the ability to run multiple workstreams simultaneously.
A builder’s mindset—energized by creating and improving.
High stakeholder fluency—comfortable influencing senior leaders and navigating a matrixed organization.
Proficiency in PowerPoint and other content creation tools.
Self-directed and proactive—identifies needs and acts without prompting.
Authorized to work in the United States; no employment-based immigration sponsorship offered.

Skills

PowerPoint
Content creation tools

Location

Work Type

Full-time

Experience Level

Vice President
Minimum 6 years

Benefits

Competitive total rewards package
Base salary determined by role, experience, skill set, and location
Commission-based pay and/or discretionary incentive compensation (cash and/or equity)
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

J.P. Morgan Wealth Management (USWM) is focused on helping investors achieve their long-term financial goals.
The business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and Self-Directed.
The combined business has approximately $600 billion in Assets Under Management and approximately 5,000 advisors across 3,500 branches and 20 offices.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals.
Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do.
We help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
Our Consumer & Community Banking division serves Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.
We lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions, ranking first in customer satisfaction.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion.
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 make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans