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Job description
Make your mark by helping shape the future of advisor experiences within Chase Wealth Management. As part of the Chief Operations Executive team, you will help prioritize and advance advisor tools and productivity initiatives that support stronger client relationships and business growth. You will serve as a key partner across business, product, and technology teams to ensure solutions meet advisor needs, improve efficiency, and support a controlled operating environment. Join a collaborative team where you can influence strategic priorities, contribute to meaningful transformation, and grow your career while delivering measurable business impact.
As a Vice President, Advisor Tools Strategy Lead within the Chase Wealth Management Chief Operations Executive Team , you will help shape the strategy, prioritization, and roadmap for advisor productivity tools. One of the critical functions of this team is to act as the voice of the field, serving as the key integration partner with product and technology groups to ensure we’re building, designing, and prioritizing tools and resources that help our advisors be more effective and deepen client relationships. Your mission is to drive enterprise-wide adoption of best-in-class productivity platforms, deliver transformational efficiency gains, and embed robust controls in a highly regulated environment.
Job Responsibilities
Support the multi-year strategic roadmap and priorities for advisor productivity initiatives, ensuring alignment with firmwide digital transformation goals
Influence product roadmaps to align strategically to business objectives and ensure tools are built with advisor behavior and practice management fundamentals at the forefront
Own field testing, pilots and national roll outs, designing resources and training to drive adoption of new features while collecting feedback and partnering with product teams to continuously improve
Drive change management at scale—owning stakeholder engagement plans, executive communications, training frameworks and adoption metrics
Continuously evaluate emerging technologies to sustain competitive advantage and advisor satisfaction
Serve as a strong communicator, translating product and technology updates in a way that resonates with the advisors and leadership
Required qualifications, capabilities, and skills
7+ years of prior experience in financial services industry
Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders
Experience translating business needs into product requirements and influencing cross-functional roadmaps without direct authority
Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines
Demonstrated ability to analyze complex business processes, advisor workflows, and strategic initiatives to identify opportunities, mitigate risks, and deliver scalable solutions that improve business outcomes
Experience with CRM platforms, Salesforce Financial Services Cloud, including advisor workflow optimization and adoption initiatives
Exceptional stakeholder management and influencing skills, with the ability to build alignment and drive outcomes across senior executives, product, technology, operations, and field leadership
Strong executive communication skills, including the ability to synthesize complex information into clear, compelling recommendations for senior leadership and field audiences
Demonstrated ability to thrive in a dynamic environment, balancing multiple priorities while maintaining high-quality execution
Preferred qualifications, capabilities, and skills
Background in corporate strategy, business transformation, consulting, product strategy, or complex program management preferred
Background in Wealth Management preferred
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Worksite address
plano, TX, 75086, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.