Senior Associate - National Field Finance & Analytics, Chase Wealth Management

Chase Wealth Management (CWM) is seeking a highly motivated and analytical Associate to join our National Field Finance & Analytics team.

The National Field Finance team partners with business leaders across the country to provide financial analysis, strategic insights, and support for decision-making throughout the Wealth Management field organization.

As an Associate in National Field Finance & Analytics, you will have the opportunity to work on initiatives with national impact, collaborate across multiple regions, and develop a comprehensive understanding of the Wealth Management business at scale.

Job responsibilities


* Partner with Field Finance Regional Business Managers and business leaders across all U.S.

regions to deliver financial analysis and insights that drive business performance.


* Support the monthly and quarterly forecasting, budgeting, and reporting processes for the national Wealth Management field organization.


* Analyze financial results across regions, identify trends, and provide actionable recommendations to improve profitability and efficiency at the national level.


* Prepare presentations and reports for senior management, highlighting key business drivers, financial performance, and national trends.


* Assist in the development and tracking of key performance indicators (KPIs) for the national field organization.


* Collaborate with cross-functional teams, including Finance, Strategy, Operations, and Practice Management to support national business initiatives and projects.


* Ensure accuracy and integrity of financial data and reporting across all regions.


* Participate in ad hoc analysis and special projects with national scope as needed.

Required qualifications, capabilities, and skills


* Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.


* 2+ years of relevant experience in financial analysis, business finance, or a related field (experience in Wealth Management or Financial Services).


* Strong analytical and problem-solving skills, with attention to detail.


* Advanced proficiency in Microsoft Excel and PowerPoint; experience with data systems (e.g., Data Bricks, SQL).


* Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely to a national audience.


* Ability to work independently and as part of a team in a fast-paced, dynamic environment.


* Strong organizational skills and ability to manage multiple priorities across regions.

Preferred qualifications, capabilities, and skills


* Experience supporting field or sales organizations at a national or multi-regional level.


* Familiarity with Wealth Management products and services.


* Demonstrated ability to build relationships and influence stakeholders across diverse geographies.


* Entrepreneurial mindset with a proactive approach to identifying opportunities, driving initiativ...