Banking Wealth Management, Associate

Job Description

Join the Corporate Development team at Chase, which is broadly responsible for strategic partnerships, investments, and acquisitions across Chase’s consumer lines of business – Consumer Bank, Business Bank, Wealth Management, Card Services, Connected Commerce, Home Lending, and Auto Lending. These initiatives are critical to Chase’s ability to execute on its core strategies and meet the needs of our customers in a rapidly changing financial services ecosystem. You will have the opportunity to develop and lead these strategic initiatives that require careful consideration as well as a relentless focus on execution.

As a Associate on this team, you will be a key member of a small, high performance team, working across two of the largest businesses within Chase – Consumer Bank and Wealth Management. You should be comfortable leading strategic analyses across multiple projects, forming meaningful relationships with internal and external stakeholders, and understanding how to lead through influence across a large, multifaceted organization. You will play a key role in supporting Consumer Bank and Wealth Management’s senior executives to evaluate how the financial ecosystem is changing, assess the implications to Chase, and identify external opportunities that will deliver value to our businesses and to Chase’s customers. You have outstanding analytical skills, a good eye for attention to detail and regularly produces flawless work, a passion for consumer financial services, and can stay organized across multiple initiatives, and an ability to take initiative with minimal guidance and oversight. 

The Consumer Bank & Wealth Management function in Corporate Development is responsible for strategic partnerships, investments, and acquisitions across Chase’s retail deposit and wealth management businesses. The team has three primary functions: 1) identify ways to grow and evolve both businesses through third-party strategies and transactions, 2) lead and execute on all third-party initiatives, including evaluation and negotiation of all transactions, and 3) manage ongoing relationships with existing strategic partners.

Job responsibilities:

• Support the evaluation, negotiation, and execution of strategic opportunities for our Consumer Bank and Wealth Management organizations
• Collaboratively develop our book of work and pipeline of opportunities with the lines of business, including identifying key elements of the strategy, analysis of the competitive landscape, leading diligence, and making recommendations
• Support presentations and proposals to senior executives across the Consumer Bank and Wealth Management
• Develop and help deliver specific partner proposals with the lines of business, including overall vision, partnership economics, and product integration
• Work with finance, legal and other functional partners to develop business cases, deal constructs and other key terms associated with partnerships
• Monitor external environment for important competitive developments and potential partnership opportunities and share perspectives with key line of business partners
• Ensure all deals are executed in accordance with firmwide policies, controls and procedures

 

Required qualifications, capabilities, and skills: 

• 4+ years industry experience, across financial services and/or management consulting; candidate must have at least two years of work experience
• BS degree or equivalent experience required
• Thrives as an individual contributor in a fast-paced, collaborative, team-oriented, cross functional environment
• Outstanding analytical and problem-solving skills
• Exceptional oral and written communication skills
• Organized, detail-oriented, with strong project management ability 
• Able to build relationships inside and outside the company
• Intellectual curiosity in fintech industry and ability to learn new subjects quickly
• Proficient MS Excel and PowerPoint skills
• Prior experience in strategy and/or corporate development at a large institution 
• Prior experience in Wealth Management and/or Consumer Banking 

 

Preferred qualifications, capabilities, and skills:

• Prior experience in strategy and/or corporate development at a large institution 
• Prior experience in Wealth Management and/or Consumer Banking 

About Us

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. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. 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. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

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. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.