JPMorgan Wealth Management-Senior Associate, Marketing Technology

Location: Columbus, OH, United States

Job Family: Marketing Delivery

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. In our Wealth Management division, we empower advisors and clients with cutting-edge tools to achieve financial goals. We are seeking a driven, enthusiastic self-starter for the role of Senior Associate, Marketing Technology, based in Columbus, OH. This position is pivotal in delivering capability and process transformation roadmaps that enhance our marketing delivery capabilities, driving personalized client experiences and operational efficiency in a highly regulated environment. As a Senior Associate, you will lead the strategic evolution of marketing technologies within JPMorgan Wealth Management. This includes assessing current systems, identifying gaps, and architecting roadmaps that integrate advanced tools like AI-driven personalization and automation platforms. You will partner closely with marketing, IT, and compliance teams to ensure seamless implementation, while adhering to financial industry standards such as SEC and FINRA regulations. Your work will directly impact how we engage high-net-worth clients, optimizing campaigns to boost acquisition and retention in a competitive wealth management landscape. The ideal candidate thrives in a fast-paced setting, leveraging technical expertise and soft skills to foster innovation. You will measure success through KPIs like campaign ROI and process efficiency gains, reporting to senior leadership to inform broader digital strategies. Joining JPMorgan Chase means contributing to a firm that values integrity, excellence, and community impact, with opportunities for career growth in one of the world's most respected financial institutions.

Key Responsibilities

• Develop and implement comprehensive capability and process transformation roadmaps for JPMorgan Wealth Management marketing initiatives
• Collaborate with marketing, technology, and operations teams to identify and prioritize transformation opportunities
• Lead the integration of marketing technology tools to enhance campaign efficiency and client engagement
• Analyze current marketing processes and recommend data-driven improvements aligned with JPMorgan's digital strategy
• Manage cross-functional projects to ensure timely delivery of technology-enabled marketing solutions
• Monitor and report on roadmap progress, KPIs, and ROI to senior leadership
• Ensure all transformations comply with financial services regulations and JPMorgan's risk management standards
• Foster innovation by exploring emerging technologies like AI and personalization in wealth management marketing
• Provide training and support to marketing teams on new tools and processes
• Contribute to the strategic planning of marketing technology investments for JPMorgan Wealth Management

Required Qualifications

• Bachelor's degree in Marketing, Business, Information Technology, or a related field
• 5+ years of experience in marketing technology, digital transformation, or marketing operations within the financial services industry
• Proven track record in developing and executing capability and process transformation roadmaps
• Strong understanding of marketing automation platforms and CRM systems such as Salesforce or Marketo
• Experience in agile methodologies and project management tools like Jira or Asana
• Ability to collaborate with cross-functional teams including marketing, IT, and compliance
• Excellent communication skills with the ability to present complex ideas to senior stakeholders

Preferred Qualifications

• MBA or advanced degree in a relevant field
• Experience in wealth management or financial services marketing
• Certification in marketing technology (e.g., Google Analytics, HubSpot)
• Knowledge of regulatory requirements in financial services (e.g., SEC, FINRA)
• Prior experience at a large financial institution like JPMorgan Chase

Required Skills

• Marketing technology platforms (e.g., Salesforce Marketing Cloud, Adobe Experience Manager)
• Process mapping and optimization techniques
• Agile project management
• Data analytics and visualization (e.g., Tableau, Google Analytics)
• CRM systems integration
• Stakeholder management and cross-functional collaboration
• Strategic planning and roadmap development
• Regulatory compliance in financial services
• Problem-solving and critical thinking
• Communication and presentation skills
• Innovation and adaptability to emerging technologies
• Risk assessment and mitigation
• Budget management for tech initiatives
• Team leadership and mentoring
• Customer journey mapping in wealth management

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company match
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at Columbus location
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.