Position Summary

J.P. Morgan Wealth Management is seeking a new Associate for the Field Marketing Team to support ongoing advisor coverage and new program development required to support our advisors and the future growth of the business.

Reporting to the Head of Field Marketing for J.P. Morgan Wealth Management, this is an exciting opportunity for a candidate to join this best-in-class team. This role will work closely with peers on the team including a VP, a Sr. Associate, and two Associates, in addition to agency/vendor partners, and internal partners in digital, social media, PR, content and other marketing and business roles.

In this role, you will join a team who serve ~6000+ advisors and support staff in offices across the country to develop their advisor marketing materials including biographies, head shots, websites, pitchbooks, team brochures, and other personalized collateral. The person in this role should be very organized, data-driven, creative, curious and agile in the ability to concurrently serve advisors while also working on large projects that help the team deliver programs to the business. This role requires a spirit of hospitality to care for advisors they way they care for clients. This is a terrific opportunity for someone who wants to continue learning or learn the wealth management marketing business from the ground up and acquire news skills and abilities to grow their career.

Key Responsibilities

• Own assigned advisor coverage model in one or more channels (high net worth to mass affluent)
• Own assigned program development responsibilities, for example websites on Yext platform.
• Work directly with advisors in a data-driven service model including marketing consultations/assessments, tool/resource demos, and other assistance
• Set up advisor meetings, keep records of outreach scope, own all follow-ups
• Pull advisor business stats and marketing history in prep for meetings, prepare documents used by team when meeting with advisors
• Help maintain intake form database and files by region and advisor
• Help maintain tracking of head/team shots, bios, value philosophies, marketing materials, including the expiration dates to ensure all materials are recertified/updated in a timely manner
• Assist with various metrics, analytics and data needs for the Field Marketing team to create dashboards and reports to management
• Help track collateral usage through record keeping, inventory management, order management
• Help support advisor email, newsletter, content and engagement projects with extended team
• Provide support to team leaders on ongoing business projects
• Become a reliable source of support for measurement, metrics, dashboards, audits and other data-driven needs

• Help track collateral usage through record keeping, inventory management, order management

Qualifications

• 2+ years of entry-level marketing experience, ideally in an advisor channel wealth management model
• Organization, detail-oriented, ability to manage multiple projects at once
• Agile in the ability to pivot between communicating with advisors and internal marketing colleagues, scheduling work accordingly
• Ability to interface with very senior executive-level advisors appropriately
• Able to give and take feedback in an ongoing manner
• Bachelor's Degree required

Mindset and behaviors

• Curious

• Agile

• Flexible

• Driven

• Success-minded

• Cooperative/collaborative

Continuing Learner

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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

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J.P. Morgan Wealth Management is seeking a new Associate for the Field Marketing Team to support ongoing advisor coverage and new program development required to support our advisors and the future growth of the business. Reporting to the Head of Field Marketing for J.P. Morgan Wealth Management, this is an exciting opportunity for a candidate to join this best-in-class team. This role will work closely with peers on the team including a VP, a Sr. Associate, and two Associates, in addition to agency/vendor partners, and internal partners in digital, social media, PR, content and other marketing and business roles.