JPMorgan Wealth Management Product Marketing - Senior Associate

Location: New York, NY, United States

Job Family: Marketing Strategy

About the Role

JPMorgan Wealth Management is seeking a Senior Associate in Product Marketing to drive strategic initiatives that empower our world-class advisors in building deeper, more meaningful client relationships. In this role, you will play a pivotal part in promoting innovative wealth management products and engagement programs designed to enhance advisor capabilities and client satisfaction. Based in our dynamic New York office, you will contribute to a team that supports one of the largest wealth management franchises globally, leveraging JPMorgan's unparalleled resources to deliver exceptional value in a competitive financial landscape. Your primary focus will be on crafting and executing marketing strategies that highlight key offerings such as personalized investment solutions, retirement planning, and philanthropy advisory services. You will collaborate closely with product managers, sales leaders, and advisory teams to ensure marketing efforts align with broader business goals, including asset acquisition and retention. By analyzing advisor feedback and market insights, you will refine programs that drive adoption and measurable outcomes, all while adhering to stringent regulatory standards that define the financial services industry. This position offers a unique opportunity to influence the future of wealth management at JPMorgan Chase, where innovation meets client trust. As a Senior Associate, you will thrive in a collaborative environment that values strategic thinking, creativity, and a passion for financial empowerment. Join us to make a tangible impact on how advisors serve high-net-worth clients and contribute to JPMorgan's legacy of excellence in wealth management.

Key Responsibilities

• Develop and execute strategic product marketing campaigns to support JPMorgan Wealth Management advisors
• Create engaging content and programs that empower advisors to deepen client relationships and drive asset growth
• Collaborate with product, sales, and advisory teams to align marketing initiatives with business objectives
• Analyze market trends and client feedback to refine marketing strategies for wealth management solutions
• Lead the promotion of innovative products like investment portfolios, retirement planning, and estate services
• Measure the effectiveness of marketing programs using KPIs such as advisor adoption rates and client engagement metrics
• Support the creation of training materials and resources tailored to advisor needs
• Ensure all marketing efforts comply with SEC, FINRA, and internal JPMorgan policies
• Foster partnerships with external vendors for co-branded marketing initiatives

Required Qualifications

• Bachelor's degree in Marketing, Business, Finance, or a related field
• 5+ years of experience in product marketing, preferably within financial services or wealth management
• Proven track record in developing and executing marketing strategies for advisor empowerment programs
• Strong understanding of wealth management products and client relationship dynamics
• Experience collaborating with cross-functional teams in a large financial institution
• Excellent communication and presentation skills for stakeholder engagement

Preferred Qualifications

• MBA or advanced degree in Marketing or Finance
• Prior experience at a major bank like JPMorgan Chase or similar
• Knowledge of digital marketing tools and analytics in the financial sector
• Familiarity with regulatory requirements in wealth management marketing

Required Skills

• Product marketing strategy development
• Financial services knowledge, especially wealth management
• Content creation and storytelling for B2B audiences
• Data analytics and performance measurement
• Cross-functional collaboration and project management
• Digital marketing tools (e.g., CRM systems like Salesforce)
• Regulatory compliance in finance (SEC/FINRA awareness)
• Presentation and public speaking
• Market research and competitive analysis
• Creative problem-solving
• Stakeholder management
• Excel and PowerPoint proficiency
• Adaptability in fast-paced environments
• Client-centric mindset

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives at JPMorgan locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.