Job Description

Key Responsibilities:

• Serve as a resource to further the engagement with advisors around listed and OTC derivatives, structured solutions, and overlays
• Collaborate with advisors to identify client objectives and align solutions using OTC and options-based strategies
• Provide education, thought leadership, and consultative support to increase advisor confidence and adoption
• Bring a structured operating mindset to the Capital Markets business
• Lead the development and execution of strategic initiatives that enhance operational efficiency and scalability
• Lead and manage large-scale projects that span multiple business functions, ensuring alignment with organizational goals and delivering significant impact
• Help identify key business opportunities and challenges, employing innovative solutions to address them both tactically and strategically
• Develop comprehensive business cases and project plans to capitalize on these opportunities
• Prepare and deliver executive reports, presentations, business materials, leader updates, and communications for diverse audiences
• Automate and streamline manual controls
• Leverage cross-functional relationships and deep business knowledge to influence outcomes with agility

Required Qualifications, Capabilities, and Skills:

• 10+ years of experience managing projects in a client-focused environment
• Knowledge of wealth management products brokerage and advisory
• Proficiency in options pricing, payoff analysis, risk management, and portfolio construction.
• Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity.
• Demonstrated ability to bridge technical expertise with commercial outcomes.
• Ability to analyze business opportunities and develop actionable business/project plans with strong business cases
• Outstanding ability to communicate effectively and confidently, both verbally and in writing including the ability to articulate complex ideas simply, with extensive Powerpoint experience
• Skilled in applying quantitative and strategic approach to complex problems
• Excellent interpersonal and influencing skills, with the ability to interact with colleagues at all levels and collaborate across teams
• Excellent problem-solving skills, ability to prioritize and delegate, comfortable managing dynamic and complex work
• Bachelor's degree, Series 7 and Series 66 licensed

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