Client Strategy Manager Jobs in Columbus, OH (NOW HIRING)

Help shape how we connect clients with bankers and turn every interaction into a stronger relationship. You'll play a visible role influencing how teams use the Customer Relationship Management tools and client engagement practices day to day. Working closely with field leaders, you'll translate strategy into action that improves consistency and outcomes. Join us to strengthen experiences for clients and bankers while delivering measurable business impact.

As a Sales Strategy Support Manager in the Client Engagement Strategy Team, you guide consistent and effective use of Customer Relationship Management tools to deepen client relationships. You'll work with us to reinforce engagement strategies in the field, support behavior change with leaders, and identify opportunities to execute process improvements. We'll rely on you to communicate clearly across audiences and help our teams adopt practices that improve client and banker experiences.

Job responsibilities

• Serve as Subject Matter Expert and drive correct and consistent use in the field for Client Central/One JPMC 
• Deliver client engagement strategies in the field through clear messaging and practical reinforcement
• Reinforce the reporting framework and ensure managers understand how to interpret and utilize dashboards in coaching and productivity management
• Manage and quickly respond to questions from bankers, branch managers and field management related to client engagement strategy  
• Spend time in branches meeting with bankers and field managers to collect feedback on how we can improve the process in the future 
• Influence field sales leaders to adopt new practices and sustain engagement routines
• Identify opportunities through field engagement to enhance processes and remove friction
• Execute process improvements that support client engagement and banker effectiveness
• Partner with Banker Behaviors and Training teams to equip bankers and managers with tools and resources
• Manage multiple priorities and deadlines with speed, flexibility, and adaptability in a constantly changing environment

Required qualifications, capabilities, and skills

• 5+ years of experience in sales strategy, field enablement, engagement strategy, or related business support roles
• Exceptional communication and presentation building skills, comfort presenting recommendations to senior management and capable of influencing multiple stakeholders
• Proven project management experience working autonomously in a fast-paced environment 
• Demonstrated ability to communicate clear strategic messages to both small groups and large audiences. Demonstrated ability to influence leaders and stakeholders to change behaviors and sustain adoption. Experience anticipating and proactively addressing senior management concerns 
• Intellectually curious, customer-obsessed, team-oriented, and high energy level with passion for driving quantifiable business results
• Comfort working in a fast-paced environment with multiple stakeholders and shifting priorities
• Strong analytical orientation-able to use reporting to identify issues, tell the story, and recommend actions
• Excellent relationship management skills and ability to navigate a large, complex organization 
• Intermediate to advanced proficiency with Microsoft Office (PowerPoint, Word)
• Experience supporting retail banking, consumer banking, or branch sales organizations
• Experience measuring adoption or engagement outcomes and using insights to refine execution

Preferred qualifications, capabilities, and skills

• Experience supporting retail banking, consumer banking, or branch sales organizations
• Firsthand branch sales and/or management experience also preferred
• Experience measuring adoption or engagement outcomes and using insights to refine execution
• Firsthand branch sales and/or management experience also preferred

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