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About the Role

As an Executive Director, Strategy and Execution Lead within J.P. Morgan Wealth Management Banking & Liquidity Solutions, you will lead strategic planning, business execution, reporting, and sales enablement initiatives. You will translate business priorities into actionable plans, measurable results, and scalable processes by partnering with business leaders, sales specialists, and marketing teams to develop insights, content, and tools that strengthen client engagement and enable informed decision-making.

Responsibilities

Lead the team’s strategic roadmap by defining the execution plan, tracking initiative progress, escalating risks early, and ensuring disciplined delivery of leadership priorities.
Establish a consistent cadence for initiative tracking and performance reporting to leadership to highlight successes, enable decision-making, and reinforce accountability.
Partner with business management and cross-functional stakeholders to align on shared priorities, coordinate workstreams, and identify growth opportunities.
Design and implement standardized go-to-market and sales enablement processes by designing and scaling content, messaging, and operating rhythms that convert market insights into execution and growth with the field.
Manage a centralized resource hub for specialist/team use including content developed by the team, shared content used across Solutions and Practice Management peers, regional tracking, and opportunity reporting.
Operate with versatility by managing responsibilities across run-the-business (e.g. building executive-level presentations) to field enablement (e.g. drafting client-facing communications, reviewing opportunity lists).
Influence and align stakeholders by balancing competing priorities, building strong relationships, and driving decisions to closure.
Maintain current knowledge of relevant products, market dynamics, and regulatory considerations to inform strategy, messaging, and execution.

Requirements

10+ years of experience in financial services, with exposure to product management, sales, or business management functions.
Exceptional organizational and project management skills, with the ability to prioritize competing demands and deliver under tight deadlines.
Excellent written and verbal communication and presentation skills, including the ability to synthesize complex topics into clear recommendations.
Strong interpersonal skills and the ability to collaborate effectively, building partnerships across multiple levels and business functions.
Exceptional attention to detail and a consistent record of high-quality execution in a changing environment.
Ability to coordinate junior resources by providing direct feedback, coaching, and day-to-day leadership to support performance and development.
Knowledge of yield and liquidity products, especially traditional bank accounts and short-term investments.
Experience in wealth management or private banking, with the ability to engage credibly with advisors, clients, and senior executives in these types of organizations.
Experience developing business reporting, performance metrics, dashboards, or management presentations.
Operate with versatility by managing responsibilities across run-the-business (e.g. building executive-level presentations) to field enablement (e.g. drafting client-facing communications, reviewing opportunity lists).

Skills

Financial services
Product management
Sales
Business management
Organizational skills
Project management
Communication skills
Presentation skills
Interpersonal skills
Collaboration
Attention to detail
Leadership
Yield products
Liquidity products
Wealth management
Private banking
Business reporting
Performance metrics
Dashboards
Management presentations

Experience Level

10+ years

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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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