Raise the bar on product and partner expertise across the affluent client sales force. In this role, you will take a strategic approach to driving sales performance through onboarding, upskilling and coaching programs to that enable relationship managers to confidently position solutions, deepen partnerships, and improve client outcomes. You will turn complex content into scalable learning that works in the field, drives adoption, and supports consistent client conversations. You will combine rigorous measurement with continuous improvement to keep programs current, relevant, and effective.

As a Business Development Product and Platform Lead, Vice President in the Business Development team, you will help design and implement product and partner education for relationship managers serving affluent clients. You will work with stakeholders to prioritize learning needs, build scalable training, and strengthen product and partnership capabilities in the field. You will use performance data and feedback to continuously improve learning effectiveness and consistency of the client experience.

Job responsibilities

• Partner in the design and implementation of product and partner education programs for relationship managers serving affluent clients.

• Translate product and partnership priorities into comprehensive, field-ready training that supports consistent client conversations.

• Partner in the design and delivery of large-scale training for decentralized sales teams, driving learner engagement and consistent client experience.

• Create innovative learning solutions that improve productivity, adoption, and sustained product and partner proficiency.

• Partner with stakeholders to define success measures and evaluate program effectiveness using quantitative and qualitative outcomes.

• Adjust programs in real time and through a structured evaluation process to improve learning impact and durability.

• Build data-driven learning roadmaps aligned to key business priorities and frontline needs.

• Apply artificial intelligence-enabled approaches to improve content relevance, personalization, and delivery efficiency.

• Establish content standards and operating rhythms to keep education current as products and partnerships evolve.

Required qualifications, capabilities, and skills

• Demonstrated experience supporting a strategic approach to drive sales performance by equipping sales professionals with the knowledge, skills and resources they need to succeed.

• Demonstrated ability to support the design of comprehensive product and referral training programs for sales professionals serving the affluent market.

• Demonstrated ability to program manage large-scale training to decentralized sales teams while sustaining engagement and consistency.

• Demonstrated skill in designing, creating, and executing programs that enhance product and partnership capabilities in the affluent market.

• Demonstrated ability to partner with stakeholders to evaluate outcomes and make real-time and long-term program adjustments.

• Demonstrated proficiency using artificial intelligence tools to improve training efficacy and outcomes.

Preferred qualifications, capabilities, and skills

• Experience building education that supports consultative selling and solution positioning across multiple product categories.

• Experience simplifying complex product content into practical field tools, talk tracks, and learning assets.

• Experience with learning technologies used to scale delivery and measure learner outcomes.

• Strong stakeholder management skills with the ability to align product, partner, and field priorities.

• Experience enabling consistent product and partner governance through standards, review cycles, and content controls.

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