Wealth Planning Content Marketing, Senior Associate

Location: New York, NY, United States

Job Family: Marketing Strategy

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering clients through innovative wealth planning solutions. As a Wealth Planning Content Marketing Senior Associate in our Marketing Strategy team, you will play a pivotal role in crafting compelling narratives that highlight our expertise in personalized financial advisory services. Based in our vibrant New York, NY office, you will collaborate with marketing, business intelligence, and operations teams to develop content that not only promotes key insights but also fosters meaningful engagement with business teams and high-net-worth clients. This position offers the opportunity to contribute to JP Morgan's reputation as a trusted advisor in the financial services industry, leveraging cutting-edge tools to deliver value in an ever-evolving market. Your primary focus will be on creating and managing a robust content ecosystem that educates and engages audiences on topics such as estate planning, tax strategies, retirement optimization, and sustainable investing. You will work hand-in-hand with subject matter experts to translate complex financial concepts into accessible, impactful materials, ensuring alignment with JP Morgan Chase's client-centric approach. By analyzing performance data and market trends, you will refine strategies to maximize reach and resonance, supporting broader business objectives like client acquisition and retention in the competitive wealth management landscape. This role demands a blend of creativity, analytical prowess, and deep industry knowledge, allowing you to thrive in a dynamic environment where innovation drives success. Joining JP Morgan Chase means becoming part of a world-class team dedicated to excellence, with ample opportunities for professional growth and impact on global financial solutions.

Key Responsibilities

• Develop and execute content marketing strategies to promote wealth planning insights and tools across JP Morgan Chase's wealth management platforms
• Collaborate with marketing, business intelligence, and operations teams to create engaging content that drives client engagement and business growth
• Produce high-quality content including articles, whitepapers, videos, and social media posts tailored to wealth planning topics
• Work closely with business teams to align content with client needs and firm objectives in the financial services sector
• Analyze content performance using data from business intelligence tools and optimize for better reach and impact
• Ensure all content complies with JP Morgan Chase's brand standards and financial industry regulations
• Identify emerging trends in wealth planning and create proactive content to position JP Morgan as a thought leader
• Support lead generation efforts by integrating content into multi-channel marketing campaigns
• Manage content calendars and coordinate with internal stakeholders for timely delivery
• Contribute to the development of digital assets that enhance client education on complex financial planning topics

Required Qualifications

• Bachelor's degree in Marketing, Communications, Finance, or a related field
• 5+ years of experience in content marketing, preferably in the financial services industry
• Proven track record in developing and executing content strategies for wealth management or advisory services
• Strong understanding of wealth planning concepts, including estate planning, retirement strategies, and investment advisory
• Experience collaborating with cross-functional teams such as business intelligence and operations
• Excellent written and verbal communication skills with a focus on audience engagement
• Ability to analyze marketing performance metrics and adjust strategies accordingly

Preferred Qualifications

• MBA or advanced degree in Finance or Marketing
• Experience working at a major financial institution like JP Morgan Chase
• Familiarity with digital marketing tools and platforms specific to financial content
• Knowledge of regulatory requirements in financial marketing (e.g., SEC, FINRA compliance)
• Prior experience in creating thought leadership content for high-net-worth clients

Required Skills

• Content creation and copywriting
• Digital marketing strategy
• SEO and content optimization
• Data analytics and performance measurement
• Financial acumen in wealth management
• Cross-functional collaboration
• Project management
• Regulatory compliance knowledge
• Creative storytelling
• Audience segmentation
• Social media management
• Video production basics
• CRM software proficiency (e.g., Salesforce)
• Microsoft Office Suite and Adobe Creative Suite
• Adaptability in fast-paced environments

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness centers and wellness programs at JP Morgan locations
• Flexible work arrangements including hybrid options in New York, NY

JP Morgan Chase is an equal opportunity employer.