Job Description

Are you a strategic, relationship-driven advisor who enjoys turning data into clear stories and actionable decisions? Join a fast-paced team where your analysis and project leadership help senior leaders deliver results!

As a Regional Business Manager on the Field Finance & Business Management team, you will provide dedicated business management and analytical support to two Regional Directors within Wealth Management. You will help translate performance data into insights, strengthen routines that drive results, and partner with leaders to manage priorities day-to-day. You will work closely with finance partners and field leadership to improve forecasting, reporting, and execution across the region.

Job responsibilities

• Serve as a trusted advisor to Regional Directors by translating analytics into insights, decisions, and actions

• Provide strategic analysis and business management support in partnership with the Field Finance and Business Management team

• Monitor regional performance, identify drivers of results, and recommend improvements to processes and routines

• Maintain headcount and expense forecasts; support budgeting and expense discipline across the region

• Build and enhance reporting and performance tracking to improve visibility and “bottom line” outcomes

• Prepare quarterly business review materials and executive-ready updates

• Perform ad hoc analysis and support cross-regional initiatives as needed

Required qualifications, capabilities, and skills

• Bachelor’s degree

• 7+ years of relevant experience in finance, consulting, analytics, or strategy

• Strong written and verbal communication skills, including executive-ready storytelling

• Advanced PowerPoint and Excel skills

• Strong understanding of financial principles and ability to connect activities to results

• Proven ability to build collaborative relationships and influence across teams

• Strong organizational skills and ability to manage multiple, shifting priorities; travel may be required

Preferred qualifications, capabilities, and skills

• Field management experience

• Management and leadership experience

• Experience with Tableau, Alteryx, SQL, and/or Microsoft Access

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