Executive Director, Head of High-Net-Worth Membership and Loyalty

Location: New York, NY, United States

Job Family: Marketing Strategy

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. We operate in more than 60 countries, creating landmark projects that define cities and enable sustainable progress. The firm's website can be accessed at www.jpmorganchase.com. As an Executive Director, Head of High-Net-Worth Membership and Loyalty, you will lead the strategy, operations, and client experience for our premier Client Entertainment offerings within the Marketing Strategy category. Based in New York, NY, this role is pivotal in elevating the client journey for our high-net-worth individuals (HNWIs) in the wealth management division, fostering loyalty through exclusive memberships and curated entertainment experiences that align with JPMorgan Chase's commitment to exceptional service. In this senior leadership position, you will spearhead the development of innovative membership programs designed to deepen client relationships and drive retention in a competitive financial landscape. Responsibilities include crafting strategies that integrate luxury events, personalized perks, and digital loyalty platforms, while ensuring all initiatives comply with stringent regulatory standards such as those from the SEC and FINRA. You will collaborate with private banking teams, investment advisors, and external partners to deliver seamless, high-impact experiences that reinforce JPMorgan Chase's position as the trusted partner for affluent clients. Success in this role requires a blend of strategic vision and operational excellence to measure and optimize program outcomes, ultimately contributing to the firm's revenue growth through enhanced client engagement. The ideal candidate thrives in a dynamic environment where innovation meets tradition, leveraging data-driven insights to anticipate HNWI needs in areas like alternative investments and philanthropy. At JPMorgan Chase, we value diversity and inclusion, offering a supportive culture that empowers you to make a meaningful impact. This role provides exposure to C-suite interactions and global opportunities, positioning you as a key architect of our client-centric future in financial services.

Key Responsibilities

• Develop and execute the overall strategy for high-net-worth membership and loyalty programs, aligning with JPMorgan Chase's wealth management objectives
• Oversee operations of client entertainment offerings, including event planning, partnerships, and experiential marketing initiatives
• Lead cross-functional teams to enhance client experience, ensuring seamless integration with private banking and investment advisory services
• Analyze program performance metrics to drive data-informed decisions on membership retention and loyalty enhancement
• Collaborate with senior stakeholders to secure executive buy-in for new entertainment and loyalty initiatives
• Ensure all programs comply with financial regulations, including SEC guidelines and anti-money laundering standards
• Build and maintain relationships with external vendors and luxury partners to deliver premium client experiences
• Monitor industry trends in high-net-worth client engagement to innovate and differentiate JPMorgan Chase's offerings
• Report on key performance indicators (KPIs) such as client satisfaction scores and membership growth to executive leadership

Required Qualifications

• Bachelor's degree in Marketing, Business Administration, Finance, or a related field; MBA or advanced degree preferred
• 10+ years of experience in marketing strategy, client relationship management, or luxury services within the financial services industry
• Proven track record of leading high-net-worth client engagement programs at a senior level in a global financial institution
• Deep understanding of wealth management and private banking dynamics, including regulatory compliance in client entertainment
• Experience managing budgets exceeding $5M for membership and loyalty initiatives
• Strong leadership experience in cross-functional teams, with a focus on client experience optimization

Preferred Qualifications

• Experience in developing loyalty programs for ultra-high-net-worth individuals (UHNWI) in investment banking or asset management
• Prior role in a Big Four consulting firm or similar, advising on client retention strategies for financial services
• Familiarity with CRM systems like Salesforce tailored to wealth management
• International experience in client entertainment across multiple regions, including APAC and EMEA

Required Skills

• Strategic planning and execution in marketing
• Client relationship management for high-net-worth individuals
• Data analytics and KPI tracking using tools like Tableau or Excel
• Leadership and team management in a corporate environment
• Financial acumen and understanding of wealth management products
• Event and experiential marketing coordination
• Regulatory compliance knowledge in financial services
• Cross-functional collaboration and stakeholder influence
• Innovation in loyalty and membership program design
• CRM software proficiency (e.g., Salesforce, Marketo)
• Budget management and ROI analysis
• Communication and presentation skills for executive audiences
• Problem-solving in high-stakes client environments
• Adaptability to fast-paced financial industry changes

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan Chase's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at NYC headquarters
• Flexible work arrangements and commuter benefits for New York location

JP Morgan Chase is an equal opportunity employer.