National Field Finance Vice President

As part of the JPMorgan Wealth Management National Field Finance Analytics team, you will partner across JPMorgan Wealth Management and the broader Consumer & Community Banking organization to analyze, interpret, and present recommendations that turn analysis into action and measurable results.

As a National Field Finance Vice President in the JPMorgan Wealth Management National Field Finance Analytics team, you will support the Chase Wealth Management CEO, Home Office and Field leadership teams, and a field organization of over 5,000 advisors with data-proven insights and recommendations that support our strategic objectives of scale and productivity.

Job Responsibilities


* Diagnose performance at the firm-, advisor-, and client-level to identify drivers and opportunities that advance strategic objectives of scale and productivity


* Provide executive-ready insights on advisor staffing, field management structure, and coverage model productivity and profitability to guide investment decisions


* Translate complex financial and behavioral data into concise narratives and recommendations for the CEO, Home Office, and Field Leadership


* Design and assess experiments and pilots (e.g., A/B tests, regional rollouts, holdouts) to measure the impact of initiatives on business outcomes


* Build and evolve performance frameworks and dashboards that emphasize decision-useful KPIs and OKRs


* Conduct ad-hoc and scenario analyses for high-priority financial and strategic questions, and be comfortable managing ambiguity and short turnaround times


* Prepare executive-level materials and present insights and recommendations in leadership forums across senior management and Field Leadership.


* Coordinate with offshore partners to improve weekly analytics deliverables and business reviews, focusing on insights, outcomes

Required Qualifications, Capabilities, and Skills


* 6+ years of relevant Financial Services experience with an analytics background


* Bachelor's degree in a relevant field of study


* Expert knowledge of Microsoft PowerPoint and Excel; ability to turn quantitative analysis into clear executive materials and narratives


* Outstanding written and verbal communication; able to tailor to Field, Finance, and Executive Management; strong interpersonal and presentation skills


* Highly motivated self-starter with strong work ethic; thrives in fast-paced, results-oriented environments; able to multi-task and learn quickly under pressure


* Excellent analytical, critical-thinking, and problem-solving skills; proven ability to conduct rigorous analysis and produce decision-ready insights and, where needed, reporting

Preferred Qualifications, Capabilities, and Skills


* Advanced analytics: strong SQL; Python or R preferred for data wrangling, modeling, and automation; experience with experiment design (A/B testing, holdouts), causal inference (difference-in-differences, propensity score...