JPMorgan Wealth Management Product Marketing - Senior Associate

New York, USA (On-site)

$90K/yr – $145K/yrSenior Level5+ years expFull time

Posted 4 months ago

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Job Summary

Drive integrated marketing programs for affluent clients (HNW/UHNW) by turning product insights into targeted campaigns and strong value propositions.

  • Own end-to-end engagement programs and digital channels with clear ROI and stakeholder alignment.
  • Must-have: 5+ years of marketing in wealth management or advisor channels.
  • Standout: Senior-leadership level storytelling and cross-functional collaboration.

Job Description

Responsibilities

  • Develop, implement, and lead integrated marketing programs that deepen relationships with Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) clients, ensuring the right message reaches the right audience.
  • Become a subject matter expert on the products and target customers, providing insights to inform campaign development and positioning—own and drive the value proposition.
  • Manage the overall strategy and deliverables for engagement programs and digital channels, creating engaging experiences across client segments.
  • Collaborate with key business stakeholders, marketing partners, and subject-matter experts to align on strategies, deliverables, and ROI, and to ensure project milestones are met.
  • Own end-to-end project management for external marketing programs and new tools or capabilities, including creative briefs, business cases, and cross-functional partnerships.
  • Create and package strategic presentations and marketing plans for senior leadership, clearly articulating campaign objectives, performance metrics, and recommendations.
  • Connect marketing priorities to broader strategic goals from key business organizations and partners.
  • Continuously optimize campaigns, prepare and report results, and apply learnings to future initiatives.
  • Implement and maintain reporting dashboards to track usage and performance, and identify opportunities for further optimization through advisor feedback and metrics.
  • Track and manage the overall budget, ensuring campaigns and strategies utilize cost-effective options.

Requirements

  • 5 + years of marketing experience, ideally in an advisor channel within wealth management.
  • Demonstrated knowledge and interest in financial products, investment markets, and economic trends to inform marketing strategies, campaign development, and client communications.
  • Strong organizational skills, detail-oriented, and ability to manage multiple projects simultaneously, with agility to pivot and multi-task between projects, deliverables, and timelines; flexibility to adapt to a constantly changing environment.
  • Experience working cross-functionally and collaborating with team members across the organization at all levels.
  • Self-starter mentality and personal initiative when given the opportunity to work on different projects, along with the desire to learn new skills.
  • Polished and able to flex communication style based on audience and stakeholders.
  • Microsoft Office—including Excel, Word, and PowerPoint.
  • Budgeting and forecasting.
  • Bachelor’s degree

Preferred

  • Experience in the financial and wealth management industries
  • Experience with Seismic or other content management systems

Benefits

  • 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.
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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

New York, New York, USA
219K employees (4,490 in marketing)
81% recommend to a friend
89% CEO approval

Traffic Signals

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2.3M
Traffic Source Mix
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32.4%
Direct
41.2%
Referral
25.5%
Social
0.4%
Paid
0.4%

Headcount Trend

Current headcount: ~218.8K

Marketing Team

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2,953 (1% of company)
Median Career Experience
25 years
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8.6 years
Marketing Roles Posted (Last 30 Days)
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