US Wealth Management Leads, Associate

Become an integral part of the US Wealth Management Leads team where you have the opportunity to help refine the way we identify prospective customers and improve the management of these prospects across each stage of the sales funnel- from the initial targeting of customers, down to the final conversion of Leads into Wealth Management clients.

As a Leads Associate within the US Wealth Management Leads team, you will need to work well in a team that is responsible for generating a high-performing sales pipeline across the US Wealth Management organization. The Leads team fuels the identification of prospective customers and optimizes the sales journey that will eventually convert these prospects into new Wealth Management clients.

Job responsibilities

• Organizing and evaluating data from existing Leads programs to uncover trends, investigate drivers of impact, and formulate recommendations to improve Lead identification and sales processes
• Managing the prioritization and roll-out of new Lead programs across the various Wealth Management Advisor Channels and products
• Working across Stakeholder groups to ideate and build consensus on new Lead strategies
• Establishing benchmark targets for funnel conversion; developing tactics to achieve targets
• Tracking of key milestones and outstanding action plans; ensuring timely delivery or escalation where needed
• Creating and presenting management summary materials, tracking / reporting tools, and other program artifacts

Required qualifications, capabilities, and skills

• 4+ years of relevant experience
• Experience delivering across multiple work streams with varying timelines and complexity
• Proven ability to execute via successful internal partnerships with other organizations;
• Adept at influencing peers with diverse points of view and building consensus
• Proven ability to distill complex ideas into consumable and actionable materials
• Experience analyzing, communicating and executing against complex business initiatives
• Excellent presentation and communication skills
• Proficient MS Excel and PowerPoint skills

Preferred qualifications, capabilities, and skills

• Experience in client acquisition, marketing, management consulting, corporate strategy, digital or similar roles

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option

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