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About the Role

Support the planning and delivery of customized client engagements, grow and operationalize the Family Wealth Services platform, and coordinate advisory councils. Partner closely with senior leaders, financial advisors, and cross-functional teams to manage logistics, materials, metrics, and follow-through for a seamless client experience.

Responsibilities

• Collaborate with financial advisors and senior leaders to design and deliver customized Private Briefings for clients and prospects.
• Curate agendas by building relationships with subject-matter experts and securing impactful speakers across the firm.
• Manage end-to-end event logistics, speaker preparation, and post-event follow-up to deliver a seamless client experience.
• Track and report program activity, client engagement, and business outcomes across Private Briefings and related initiatives.
• Serve as a generalist and ambassador for the Family Wealth Services platform (Family Engagement & Governance, Family Lifestyle, Outsourced Family Office).
• Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities.
• Partner with Legal, Risk, Controls, and Compliance (LRCC) to ensure adherence to policies, procedures, and regulatory requirements.
• Develop and maintain internal reference materials, client-facing content, and program metrics.
• Support planning and execution of Client Advisory Council and Wealth Partners Advisory Council meetings (agenda setting, speaker prep, materials).
• Document and synthesize feedback; coordinate with partners to prioritize and implement improvements to the client experience.
• Contribute to special projects, strategic initiatives, and event management; build relationships across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, and Lending.

Requirements

• Bachelor’s degree and 1+ years of relevant work experience.
• Strong multi-tasking, organizational, and project management skills with strong attention to detail.
• Proactive, responsive approach to managing client and business needs.
• Strong communication, presentation, and relationship-building skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, including PitchPro).
• Experience supporting ultra-high-net-worth client engagement and/or client events.
• Ability to collaborate effectively across teams and with senior leaders.

Skills

• Microsoft Office (Word, Excel, PowerPoint, PitchPro)
• Client engagement
• Event management
• Project management
• Communication
• Presentation
• Relationship-building
• Collaboration

Location

• Remote

Work Type

• Full-time

Experience Level

• 1+ years

Education Level

• Bachelor's degree

Benefits

• 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

• 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.
• 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.

Equal Opportunity

• 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.
• Equal Opportunity Employer/Disability/Veterans