Project Manager - Field Engagement & Support

As a Education, Tools & Resources Senior Associate within CBD Field Engagement & Readiness, you support the Education, Tools & Resources Lead. In this national role, you'll help coordinate onboarding and continuing education efforts, build and maintain tools and job aids, and partner with cross-functional stakeholders to deliver a consistent, high-quality employee experience. Join a team focused on elevating skill development and strengthening execution across CBD.

Job Summary

The Senior Associate, Education, Tools & Resources supports the Education, Tools & Resources Lead within CBD Field Engagement & Readiness. This role helps coordinate and execute onboarding, continuing education, and offboarding enablement activities; contributes to the creation and maintenance of tools and resources for field and national teams; and partners with HR learning and cross-LOB stakeholders to improve learning experiences and resource adoption. The Senior Associate drives operational rigor—tracking deliverables, timelines, communications, and feedback—to ensure programs and resources are delivered accurately, on time, and with strong stakeholder alignment.

Job Responsibilities

• Program support & coordination: Assist with the planning and execution of CBD onboarding, continuing education, and offboarding activities, including timelines, logistics, and stakeholder coordination.
• Continuing education administration: Support annual continuing education planning by maintaining training calendars, tracking completion, and coordinating updates across job families.
• Compliance training coordination: Help monitor compliance training requirements and completion reporting; escalate risks, delays, or data gaps to the VP lead.
• Tools & resource development: Draft, format, and update guidance documents, job aids, tip sheets, and FAQs; ensure materials are accurate, current, and easy to use.
• Content management: Maintain inventories of resources (version control, distribution lists, and storage locations), supporting consistent access and usage across CBD.
• Stakeholder partnership: Collaborate with HR learning partners, cross-LOB partners, and internal stakeholders to gather requirements, incorporate feedback, and support adoption.
• Research & continuous improvement: Collect and synthesize field feedback, trend data, and gap assessments; propose enhancements to learning content and resources.
• Communications support: Draft program announcements, change notes, and updates for field and national audiences; support a consistent communications cadence.
• Metrics & reporting: Track key program metrics (participation, completion, satisfaction/feedback) and prepare summaries for leadership reviews.
• Firmwide integration support: Assist in aligning CBD resources with firmwide tools and learning offerings, helping identify where to leverage existing modules vs. create new content.

Required Qualifications, capabilities, and Skills

• Experience supporting learning programs, onboarding, enablement, or operational delivery (project coordination or similar).
• Strong organizational and project coordination skills (task tracking, dependency management, meeting follow-ups).
• Clear written and verbal communication skills with attention to detail.
• Ability to collaborate effectively across teams and manage multiple stakeholders.
• Comfort working in a fast-paced environment with multiple priorities and deadlines.
• High integrity, strong judgment, and a service-oriented, team-first mindset.

Preferred Qualifications, capabilities, and kills

• Bachelor's degree (Education, Business, Human Resources, Communications, or related field preferred).
• experience in learning & development, enablement, program coordination, HR operations, or related roles.
• Experience with content development (job aids, guides, training materials) and basic editing/formatting.
• Experience supporting reporting/metrics and continuous improvement efforts (e.g., surveys, feedback loops, adoption tracking).

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.