Marketing Strategy Associate

Join our J.P. Morgan Wealth Management marketing team as an associate, delivering on key initiatives that help empower our advisors. J.P. Morgan Wealth Management is a critical growth business for the firm, serving mass affluent to ultra high net worth markets.

As a Marketing Associate in J.P. Morgan Wealth Management, you will work closely with our immediate team, and partner with other colleagues across the Wealth Management Marketing and Wealth Management Content & Communications organizations to deliver value related programs, client-centric collateral and new tools that help our advisors grow their business.

Job Responsibilities

• Support the VP of Client Marketing in delivering effective, strategic plans around client facing content and collateral for JPMA advisors and clients to help drive brand awareness and engagement
• Own the end to end project management delivery of all client marketing collateral, both print and digital, such as one pagers, brochures, presentations, internal sales enablement tools, guides, etc.
• Help support in the development, implementation and launch the Content Management System, Seismic, across the U.S. Wealth Management business.
• Pull together briefs for creative agencies and business cases, socializing details and approach in various forums.
• Work closely with product specialists and business stakeholders to coordinate on new collateral requests and ongoing updates
• Collaborate with partners across Marketing Delivery, Legal, Brand, Content, Product, Controls, Compliance, freelancers, etc., to see all deliverables through, adapting scopes, timelines and details for a fast-paced, yet at-times, changing environments
• Coordinate on several key client marketing initiatives, such as the launch of 3^rd party applications like Seismic, ongoing welcome communication mailing for newly onboarded JPMA clients, managing the day to day tasks to keep the project moving forward
• Manage branded merchandise inventory, such as premium gifts and promotional items.
• Own vendor relationships as it relates to printed inventory and branded merchandise including proactively monitoring inventory levels and initiating reprints, re-orders as necessary.
• Developing new processes to better host and organize our collateral and branded items to help drive efficient workflows and continuously find ways to promote collateral and materials to sales teams
• Prepare activity reports to showcase usage of this content, collateral and programs for future success

Required Qualifications, Capabilities and Skills

• At least 2 years of entry level marketing experience, ideally in an advisor channel within wealth management or other B2B2C or sales/marketing organization.
• Organization, detail-oriented, ability to manage multiple projects at once, with agility to pivot and multi-task between projects, deliverables and timelines; and flexibility to adapt to a constantly changing environment
• Experience in working cross-functionally and collaborating with team members across the organization at all levels
• Experience ideally in Seismic or other Content Management Systems,
• Self- starter mentality who takes personal initiative and ownership
• Curious with a desire to continuously improve and seek enhanced ways to deliver more value
• Polished and able to flex communication style based on audience and stakeholders
• Experience driving complex projects through to completion a plus.
• Experience and preferably proficient in Microsoft Office – including Excel, Word and PowerPoint
• Bachelor's Degree required

Preferred Qualifications, Capabilities and Skills

• Experience in the financial and wealth management industries
• Experience in budgeting and forecasting
• Familiarity with content management systems (CMS) and customer relationship management (CRM) tools

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans