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Affluent Banking, Finance & Business Management,… at Chase · New York
Job Description
Affluent Banking, Finance & Business Management, Vice President
Location: New York, NY, United States
Join the Finance & Business Management team supporting the Consumer Bank Affluent organization, where you will help drive business performance through data-driven insights, strategic financial reporting, and decision support. You will partner closely with business leaders and finance stakeholders to support planning, performance management, and key business initiatives. This is a highly visible opportunity to influence strategy, improve performance, and contribute to the continued growth of an important client segment.
As a Finance & Business Management Vice President in the Consumer Bank Affluent organization, you will provide financial planning, performance analysis, and strategic decision support to business and finance leaders. You will partner with field organization stakeholders supporting the Senior Private Client Banker distribution channel to drive planning, performance management, and business outcomes. You will analyze financial and business performance, develop executive reporting, and deliver insights that help identify opportunities, manage risks, and support strategic priorities.
Job Responsibilities
- Coordinate cross-finance planning and delivery, integrating dependencies, risks, and sequencing into a unified plan
- Analyze financial and business performance and identify risks and opportunities for improvement
- Develop financial and business reporting that provides actionable insights to senior leadership
- Create financial business cases supporting business initiatives and strategic priorities
- Own core leadership routines for the channel, including performance readouts and outlook updates, ensuring alignment across stakeholders
- Drive benefit tracking for approved initiatives, including actual versus expected results, key learnings, and next actions
- Identify opportunities to streamline recurring reporting and enhance process and control discipline through automation and standardization
- Partner with business leaders and finance stakeholders to support performance management and decision-making
- Prepare executive-ready presentations and reporting for senior leadership
- Support ad hoc financial analysis and reporting requests across the business
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent experience
- 6 years of experience in financial services, financial analysis, business management, or a related field
- Strong stakeholder management skills with the ability to influence, align, and drive decisions across senior partners
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Strong analytical and problem-solving skills with the ability to analyze large datasets and present conclusions concisely
- Experience developing financial reporting, business analysis, and executive-level presentations
- Advanced proficiency in Microsoft Excel and PowerPoint
- Ability to manage multiple priorities and work independently
- Strong time management and prioritization skills
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