The Executive Director of Banking Service will lead a high-performing client service team, driving operational excellence and ensuring an exceptional advisor and client experience. This leader will align priorities with the broader organizational strategy, foster a culture of continuous improvement, and develop future leaders within the team. The role requires a strategic thinker with strong people management skills, a passion for process improvement, and the ability to thrive in a fast-paced environment.

Key Responsibilities

Operational Excellence

• Partner with functional groups across the line of business to drive process improvement and operational efficiency.
• Develop a deep understanding of the advisor and client experience; implement an ongoing listening strategy to gather feedback and build a robust feedback loop.
• Collaborate with leadership to prioritize and implement long-term, strategic solutions based on advisor and client feedback.
• Lead day-to-day problem-solving initiatives and ensure seamless cross-functional collaboration.
• Oversee the day to day operations and identify process improvement opportunities that reduce cycle times, mitigate risk to the firm, and simplify the way we do business

Team Management & Leadership

• Coach, mentor, and develop client service associates, including people managers, fostering a culture of growth and mobility.
• Identify and facilitate career development and mobility opportunities for team members.
• Oversee performance management processes, including goal setting, feedback, and annual reviews.
• Act as the compensation planning manager, making compensation decisions in partnership with HR.
• Escalate and resolve employee relations issues in collaboration with Legal, Employee Relations, and HR partners.
• Foster an environment of continuous learning and improvement

Required Skills & Qualifications

• Proven experience in people management and leadership, including managing people managers.
• Demonstrated ability to align regional strategic priorities with broader organizational goals.
• Exceptional interpersonal skills, with the ability to build relationships at all levels.
• Strong project management, problem-solving, and time management skills.
• Excellent verbal and written communication skills.
• Ability to multi-task, prioritize, and perform well under pressure.
• Bachelor's degree required; advanced degree or relevant certifications preferred.
• Prior experience in banking, financial services, or a related client service environment is required
• SIE, Series 7 & 24 within 6 months of hire

Personal Attributes

• Strategic thinker with a passion for operational excellence.
• Collaborative and influential leader.
• Committed to fostering an inclusive and high-performance culture.
• Proactive, adaptable, and resilient in a dynamic environment.

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

Base Pay/Salary
Chicago, IL $155, 000.00 - $215, 000.00 / year