1+ months

Wealth Management, Business Intelligence & Client Analytics: Marketing and Sales Enablement, Associate

New York, NY 10007
  • Job Code

Wealth Management, Business Intelligence & Client Analytics: Marketing and Sales Enablement, Associate

Req #: 190062380
Location: New York, NY, US
Job Category: Marketing/Communications
Potential Referral Amount: 4000 US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Wealth Management

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Summary of Responsibilities

The Wealth Management Global Business Intelligence team is focused on using data to identify and optimize sales productivity and business development efforts and drive development of marketing strategies.  The team oversees the entire lifecycle from acquisition to analytics to delivery of increased ROI, new business and sales growth. 

As part of this broader group, the Business Intelligence & Client Analytics team’s mission is to partner with the Wealth Management business (U.S. and International Private Bank, JPMS) to shape distribution strategies through data-driven insights, and to embed these analytical processes into the organization’s decision-making framework to continually improve and evolve the insights delivered to the business. The team works closely with sales management, advisors and the marketing team to drive these strategies and foster change management.


We are looking for a multi-talented, high-energy individual that will work closely with the business to deliver high value and high impact analytics to help shape strategy to drive sales activities and marketing strategies.  The ideal candidate will have the following skills/competencies:

  • 2-5 years’ experience working with large consumer datasets and third party data sources
  • Experience manipulating, exploring, analyzing, and visualizing data in Python, R, SAS, or a similar programming language
  • Proficiency in SQL and ability to write complex queries and pull data from various sources
  • Proficiency with Excel, PowerPoint, and/or other common project and business communication software
  • Resiliency and perseverance to solve data and analytical obstacles
  • Detail oriented to ensure data is clean and work is precise
  • Excellent presentation skills and experience presenting to senior management teams
  • Strong time management and organizational skills to manage multiple priorities
  • Education: Bachelor’s degree in mathematics, statistics, or economics preferred. Master’s degree a plus.

Keyword: consumer%20banking


Posted: 2019-06-28 Expires: 2019-09-04

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management, Business Intelligence & Client Analytics: Marketing and Sales Enablement, Associate

JPMorgan Chase & Co.
New York, NY 10007

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