Consumer & Community Bank Strategy, Executive Director

JPMorganChase's Consumer & Community Banking (CCB) Strategy team is seeking a Head of Wealth Management Strategy to help shape and drive the multi-year strategic agenda for key Wealth Management priorities across the business.

The Consumer & Community Banking Strategy team supports the firm's most critical strategic initiatives, partnering closely with senior executives and cross-functional partners to drive growth, shape direction, enhance client experiences, strengthen competitive positioning, and address emerging industry opportunities.

As an Executive Director on the Consumer & Community Banking Strategy team leading wealth management strategy, you will work directly with Wealth Management and CCB senior leadership to define business strategy, evaluate growth opportunities, and shape critical decisions impacting the future of Wealth Management.

You will lead high-impact initiatives spanning business growth, client strategy, advisor platform evolution, operating model design, and competitive positioning.

Success in this role will be determined by your ability to influence senior leadership decision-making, drive alignment on strategic priorities, and lead teams through complex business challenges.

Consumer & Community Banking serves millions of consumers and small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business lending, and payment processing.

JPMorgan Wealth Management is a growth business within the CCB line of business; it has $1.4T in assets under management and has almost tripled in size since 2020.

Job Responsibilities


* Defines and drives multi-year business strategies that support growth, client engagement, advisor effectiveness, and long-term competitive advantage across Wealth Management.


* Identifies and evaluates strategic opportunities across client segments, products, channels, advisor platforms, and partnership models.


* Monitors industry trends, competitor activities, consumer behavior, and regulatory developments to refine strategic priorities and execution plans.


* Partners closely with Wealth Management and Consumer & Community Banking executives to curate and deliver a high-impact strategy portfolio aligned with key business priorities.


* Collaborates with and influences key partners across Wealth Management, Finance, Risk, Human Resources, Communications, Marketing, Operations, and other business functions to support strategic initiatives.


* Leads complex enterprise-wide strategy projects from problem definition through recommendation development and implementation planning.


* Builds and leads a high-performing team to drive strategic analysis and deliver measurable business results.


* Provides regular updates and strategic recommendations to senior stakeholders, including Consumer & Community Banking leadership.


* Coordinates significant strategic initiatives, ensur...