Finance Data Platform, Chief of Staff - Vice President

Job Description

Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.

Ready to shape how strategy turns into execution across a dynamic product portfolio? In this role, you'll be at the center of planning, governance, and decision-making that keeps priorities aligned and teams moving forward. You'll partner with senior leaders, sharpen your consulting and storytelling skills, and drive measurable improvements in how work gets done. If you thrive on bringing structure to complexity and enjoy influencing outcomes across a broad set of stakeholders, this is your opportunity to make a lasting impact.

As a Product Chief of Staff for Finance Data Platform, you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. You will own the operating cadence and governance that keeps planning, priorities, and execution aligned across the group's multiple Area Products. You will be a trusted partner to leadership, running executive communication cadences, supporting strategic planning sessions, and ensuring leadership forums have clear narratives, trade-offs, and decision asks.

In this role, you will drive productivity and operational efficiency by working closely with Agility Leads to identify data-driven improvement opportunities and standardize ways of working across product areas with other Chiefs of Staff & Product Owners. You will coach and enable Area Product Owners on discovery practices and portfolio governance, ensuring consistent adoption and stronger throughput, predictability, and capacity allocation.

Job responsibilities

• Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
• Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
• Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
• Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
• Owns end-to-end quarterly planning and ongoing roadmap governance, including intake, prioritization, capacity, dependencies, commitments, risk management, and change control, while driving escalations and decision points
• Collaborates with the Product Owner, Area Product Owners, and Agility Leads to understand goals and align objectives and priorities
• Coaches and enables Area Product Owners on discovery practices and portfolio ways of working to ensure consistent adoption across product areas
• Monitors overall portfolio health through key metrics and data, including business and customer outcomes, objectives and key results, product health metrics, and capacity distribution
• Owns the development of leadership-ready narratives and materials for key forums, including quarterly business reviews and roadmap updates, with clear decision asks, options, and trade-offs
• Provides strategic and analytical support to the leadership team as they develop new strategies and deliver on priorities
• Manages operational cadences for executive communication and reporting with clear timelines and accountability

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in program management or performance optimization
• Proven ability to manage and implement operational effectiveness initiatives
• Proven ability to operate within the product development life cycle and agile methodologies
• Experience managing portfolio cadences such as quarterly planning, roadmap governance, and executive reporting
• Working proficiency with Jira and Jira Align for portfolio reporting and transparency
• Exceptional consulting abilities to guide partners in optimizing their product strategies and achieving business objectives
• Experience collaborating with a wide range of stakeholders, including analysts, business leaders, and technology teams
• Ability to assess adoption challenges, analyze feedback, and develop targeted solutions to drive success
• Excellent communication skills with experience authoring executive-level communications and presentations
• Ability to synthesize complex information in a strategic and compelling way for effective communication to relevant stakeholders
• Proficiency in Microsoft Office tools, including Excel, PowerPoint, and Teams

Preferred qualifications, capabilities, and skills

• Experience working in consumer finance and/or a consumer data environment
• Experience working in an internal strategy group or at a strategy/management consulting firm
• Experience leveraging AI tools to support operational execution and drive productivity and efficiency

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