Description

As an Associate in the Advice Acquisition & Lead Strategy team, you will help develop, implement, analyze, and report on strategies that identify, manage, and convert J.P. Morgan Wealth Management prospects through each stage of the sales funnel - from the initial targeting of customers in marketing campaigns, down to the final conversion of prospects into wealth management clients.

We are seeking a high-performing, strategically-minded team member to accelerate new client acquisition. The ideal candidate will possess a background in performance and digital marketing or lead funnel strategy, and showcase an ability to pair innovative client acquisition ideas with strong analytical skills.

Role Overview:

In this role you will help develop, implement, analyze, and report on strategies that identify, manage, and convert J.P. Morgan Wealth Management prospects through each stage of the sales funnel - from the initial targeting of customers in marketing campaigns, down to the final conversion of prospects into wealth management clients.

You will be an excellent communicator, capable of distilling workstream statuses and performance data into high-impact presentations. You will also have demonstrated strong project management skills, capable of balancing multiple initiatives at one time.

This position requires close collaboration with Data & Analytics, Digital, Finance, Channel/Product owners, and Product Marketing teams. It is a visible, strategic role with significant interaction with cross-functional teams and leaders across the firm.

Job Responsibilities:

• Managing the prioritization, ideation, go-to-market, and ongoing performance reporting of strategic lead funnel optimization programs across the various J.P. Morgan Wealth Management advisor channels and products.
• Partner with Data & Analytics teams to understand the end-to-end performance of and learnings from lead programs - including conversion and account/customer quality metrics.
• Collaborate with Product Marketing, advisor Field Strategy, and Finance partners to develop strategic and tactical plans that align to business priorities.
• Create executive-level presentations to gain alignment and support from key stakeholders.
• Tracking of key milestones and outstanding action plans; ensuring timely delivery or escalation where needed.
• Manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced environment.

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree
• 3+ years of relevant experience
• Highly proficient in Microsoft Excel and demonstrated expertise in creating high-quality PowerPoint presentations that effectively communicate complex ideas
• Strong analytical, problem-solving, and planning skills with the ability to identify and recommend new opportunities
• Excels at managing multiple initiatives simultaneously within tight deadlines
• Skilled and comfortable working in a highly matrixed organization
• Excellent written and verbal presentation skills

Preferred Qualifications, Capabilities, and Skills:

• Preference for experience in performance and digital marketing, strategy and management consulting, or project management
• B2C marketing experience
• Financial services industry experience preferred

About Us

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

About the Team

\n 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.\n
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\n 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.\n