Product Marketing Field Lead Associate

Location: New York, NY, United States

Job Family: Marketing Strategy

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their most important financial goals. As a Product Marketing Field Lead Associate on our Product Marketing Team, you will play a pivotal role in transforming our field marketing efforts to empower J.P. Morgan Advisors. Based in our vibrant New York, NY office, this position within the Marketing Strategy category offers the opportunity to drive innovative strategies that enhance advisor support, client engagement, and the promotion of our premier wealth management products. You will work at the intersection of marketing, finance, and sales, leveraging your expertise to position J.P. Morgan as the trusted partner in the competitive financial services industry. In this leadership role, you will spearhead the development and implementation of field marketing initiatives designed to equip advisors with compelling tools and insights. Responsibilities include crafting targeted campaigns that highlight our investment advisory solutions, analyzing advisor needs to refine product messaging, and ensuring all efforts adhere to strict regulatory standards like those from the SEC and FINRA. You will collaborate closely with sales teams, product managers, and compliance experts to align marketing strategies with J.P. Morgan's overarching business objectives, ultimately driving advisor productivity and client acquisition in a high-stakes environment. We seek a dynamic professional with a passion for financial services marketing and a proven ability to lead transformative projects. This role demands strategic thinking, strong analytical skills, and the agility to navigate complex stakeholder dynamics. By joining J.P. Morgan Chase, you will contribute to our legacy of excellence while advancing your career in a supportive, innovative culture that values diversity and professional growth. If you are ready to shape the future of field marketing in wealth management, apply today to be part of our world-class team.

Key Responsibilities

• Lead the transformation of field marketing strategies to enhance support for J.P. Morgan Advisors, focusing on client engagement and product promotion
• Develop and execute comprehensive marketing campaigns tailored to financial advisors, emphasizing J.P. Morgan's wealth management solutions
• Collaborate with cross-functional teams, including product, sales, and compliance, to ensure marketing initiatives align with regulatory standards and business goals
• Analyze market trends and advisor feedback to refine product positioning and messaging in the competitive financial services landscape
• Manage the creation of marketing collateral, such as advisor toolkits, client presentations, and digital content, specific to investment advisory services
• Track and report on the effectiveness of field marketing programs using KPIs like lead generation, advisor adoption rates, and ROI
• Foster relationships with key field stakeholders to gather insights and drive adoption of new marketing approaches
• Innovate marketing tactics to leverage emerging technologies, such as AI-driven personalization, for advisor-client interactions
• Ensure all marketing efforts comply with J.P. Morgan's brand guidelines and financial industry regulations

Required Qualifications

• Bachelor's degree in Marketing, Business Administration, Finance, or a related field
• Minimum of 5 years of experience in product marketing, field marketing, or a similar role within the financial services industry
• Proven track record of leading marketing transformations and campaigns supporting wealth management or advisory services
• Strong understanding of financial products, regulatory compliance (e.g., SEC, FINRA), and market dynamics in the wealth management sector
• Experience collaborating with sales teams and advisors to drive client acquisition and retention
• Excellent project management skills with the ability to manage multiple stakeholders in a fast-paced environment

Preferred Qualifications

• MBA or advanced degree in Marketing or Finance
• Prior experience at a major financial institution, preferably in wealth management or investment advisory
• Familiarity with digital marketing tools and CRM systems like Salesforce used in financial services
• Certification in digital marketing or financial planning (e.g., CFP, Google Analytics)

Required Skills

• Strategic marketing planning and execution
• Financial product knowledge (e.g., investments, advisory services)
• Regulatory compliance awareness in finance
• Project management and cross-functional collaboration
• Data analysis and KPI reporting
• Digital marketing and content creation
• CRM proficiency (e.g., Salesforce)
• Stakeholder relationship management
• Analytical thinking and market research
• Creative problem-solving
• Communication and presentation skills
• Leadership and team influence
• Adaptability in a dynamic financial environment
• Technical skills in marketing automation tools

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, including tuition reimbursement and leadership training programs
• Wellness programs with gym memberships and mental health support
• Employee stock purchase plan and financial planning services
• Flexible work arrangements and hybrid office options in New York

JP Morgan Chase is an equal opportunity employer.