Technology Business Management - Wealth Management -Associate

What if your ability to connect the dots, tell a compelling story, and bring order to complexity could shape the future of Wealth Management Technology? This is your chance to sit at the intersection of business strategy and technology execution within one of the world's most respected financial institutions. You'll partner with leaders across Product, Finance, Data, and Design to ensure that strategic priorities translate into real results. Every day brings a new challenge — from preparing executive-level materials to streamlining processes that impact thousands. As a Technology Business Management Associate in Wealth Management Technology, you will play a key role within the broader Product, Experience and Technology team, helping to shape and execute strategic priorities across the platform. You'll gain firsthand exposure to Wealth Management's technology investment processes while partnering with leaders across Business, Finance, Product, Data, and Design. Your work will range from preparing executive-level materials and coordinating leadership communications to managing initiatives that optimize how we operate. Partner with the Technology Business Manager to execute strategic analyses, prepare for key meetings, and coordinate platform priorities and day-to-day activities Prepare materials and content for business unit reviews, leadership updates, and other executive-level meetings Coordinate internal communications — including offsites, weekly, monthly, and quarterly leadership updates — by integrating content from multiple partners and function-aligned business managers Respond to executive ad-hoc requests related to project management, presentation development, and business analysis with a high level of quality and timeliness Communicate progress on the portfolio to key business partners and internal stakeholders in a clear and consistent manner Prepare materials for town halls, employee recognition events, and strategy working sessions Collaborate with cross-functional teams across Product, Finance, Data, and Design to align on priorities and outcomes Identify opportunities to streamline processes and improve operational efficiency across the platform Support team coordination efforts to ensure alignment across multiple lines of business and shifting priorities 3 years of experience in project management, communications, operations, or strategic planning Demonstrated ability to produce high-quality presentations and reports for executive audiences under tight deadlines Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and data analysis Intermediate to advanced proficiency in Microsoft PowerPoint, including design and layout best practices Meticulous attention to detail with a continuous focus on design and content excellence Comfort working with data to inform business decisions and support strategic analyses Bachelor's degree in Business, Finance, Communications, Technology, or a related field Background in or familiarity with Wealth Management products, services, or operations Experience working within or alongside Technology organizations Familiarity with technology investment processes, portfolio management, or business management functions Experience preparing materials for senior or executive-level leadership in a large corporate environment Proficiency in additional Microsoft Office tools such as Word, Teams, and SharePoint Exposure to data visualization tools or platforms that support reporting and storytelling 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. 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. 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. 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. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk.