Regional Business Manager, Vice President - Chase Wealth Management

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

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