Description : VP, Affluent Program Manager - New York, NY. Company : JPMorgan Chase Bank, N.A.. Location : New York, NY

The Growth Financial Product (GFP) team provides an end-to-end ownership of products designed for Chase's designated growth segments and manages the evolution of Chase's segment-specific product offerings, including Chase Private Client (Affluent), Secure Banking (Lower Mass), and Starter/Student (

Chase offers industry-leading solutions for affluent clients today. Chase Private Client is a banking and investment product and service offering, requiring a Chase Private Client checking account. The Affluent team within the Growth Financial Product group is focused on managing the Affluent Segment business and continuing to innovate the Chase Private Client relationship-based benefits program in an increasingly competitive and dynamic customer segment that represents a $5 trillion dollar opportunity. It is critical that we continue to deliver a compelling offering and seamless customer experience for this high priority segment.

The Consumer Bank Affluent team is seeking an Affluent Program Manager who is responsible for driving the strategic initiatives and managing the relationship-based benefits program. The candidate will support the development, implementation and management of the Affluent Relationship-Based Benefits Program in partnership with Wealth Management to improve client deepening, satisfaction, retention and acquisition. This role will play a key role in helping to catalyze our business at this critical inflection point in our affluent growth trajectory.

As a Program Owner, this role will be responsible for the Affluent team's end-to-end ownership of the Relationship-Based Benefits Program across LOBs and functions, including the Affluent Program definition and rule management, business strategy development and execution, quantitative and qualitative research agenda building and management, benefits selection and ongoing management, competitive landscape analysis and program performance management (e.g. developing and supporting strategies and tactics to meet OKRs and P&L objectives in collaboration with partners) and reporting content development to be socialized with senior stakeholders across the firm, in partnership with cross-functional and xLOB teams.

Key Responsibilities:

• Lead the Affluent Relationship-Based Benefits Program strategy and manage the program on a day to day
• Strategize and define program features and benefits, identify any potential risks, advise on potential alternative solutions and manage pipeline of program enhancement ideas
• Distill actionable insight from quantitative, qualitative, market, customer, competitor analyses and synthesize into practical, implementable program strategies and tactics
• Lead a cross-functional team of partners in Data & Analytics, Finance, Marketing and Field teams to understand the performance drivers of the Affluent Program and develop strategies and tactics to meet OKRs and effectively manage P&L
• Become a trusted, active, and visible member of the Consumer Bank Growth Financial Product team, develop deep partnerships with US Wealth Management, other Chase LOBs, Area Product Groups, Corporate Development, Research, Digital, Marketing, Field, etc., and represent the affluent segment / client experience in shared forums
• Deliver the Affluent Program offering and broader segment value proposition across Chase (in partnership with other Chase LOBs) to sustain competitive differentiation where it matters
• Demonstrate bank product and/or wealth management expertise, backed by intimate knowledge of the affluent client needs, to advocate and articulate both business and technical program specifications, including build-in technologies and features to the various firmwide and channel platforms
• In partnership with key stakeholders, develop and manage a multi-year program roadmap and execute program strategy, including defining actionable deliverables, supporting artifacts (designs, proof-of-concepts, business cases, stakeholder signoffs, etc.) and maintain prioritized backlog and proactively identify risks to execution
• Set and manage day-to-day program development interactions: leading project planning, weekly meetings, and presentations as needed. Serve as a liaison with partners across lines of business and across functions to ensure goals and requirements are communicated and understood by stakeholders
• Prepare recurring and ad hoc business reports and executive update materials related to the Affluent Relationship-Based Benefits Program
• Adhere to risk & controls rules, policies, and regulations associated with program, risk, and customer management; Remain committed to controls, compliance and the overall safety and soundness of our business

Experience / Qualifications:

• 7+ years of relationship-based benefits program development and management experience; credit card, airline and financial services company reward program development and management experience strongly preferred
• Exceptional interpersonal skills - ability to cultivate and build strong relationships with colleagues at all levels
• Superior communication skills; ability to speak comfortably and effectively to large groups of stakeholders and constituents; experience working and influencing senior stakeholders
• Strategic thinker with a passion for creativity, innovation, as well as ability to have relentless focus on details and process
• Superior project management, problem-solving and time management skills
• Ability to perform well in a deadline-driven, fast-paced environment
• Ability to manage and create structure, fully embrace change in a rapidly changing environment
• Ability to actively work within a team environment while driving accountability for personal goals
• Ability to influence and collaborate across a highly matrixed organization
• Ability to lead multi-stakeholder projects and workstreams end-to-end
• Strong knowledge and command of competitor landscape
• Independent, proactive learner and listener
• Advanced analytical skills, including financial analysis
• Culture carrier who helps foster a diverse, equitable and inclusive workplace
• Bachelor's degree or equivalent experience

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $99,750.00 - $175,000.00 / year