1+ months

Wealth Management, Senior Investments Marketing Manager, Executive Director

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

Wealth Management, Senior Investments Marketing Manager, Executive Director

Req #: 190084578
Location: New York, NY, US
Job Category: Marketing/Communications
Potential Referral Amount: US Dollar (USD)
Asset and Wealth Management:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 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 Introduction

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.


Position Description

This is an outstanding opportunity for a talented, creative marketer to join the Wealth Management Global Investments Marketing group. We are seeking a seasoned strategic marketer to lead a team responsible for the marketing efforts, both internal and external, across managed solutions and asset classesâ€*equities, fixed income, FX/ commodities and alternative investments. The role, based in New York City, will be responsible for overseeing a wide array of marketing and communications projects to help drive the Investments business within J.P. Morgan’s Private Bank, and to work with marketing colleagues in J.P. Morgan Securities and Chase Wealth Management. To be successful, the person in this role will form a close partnership with senior Private Bank executives, Advisors and Asset Class Leaders, who develop investment solutions for J.P. Morgan clients. The person in this role will also work closely with marketing colleagues from our Asset and Wealth Management Marketing teams.


At a high level, responsibilities include developing strategy and marketing plans and strategy, managing multi-touch point projects, partnering with regional marketing colleagues in NY, EMEA and Asia, and directly interacting with our business partners. We expect this role to also work closely with our Product Content Marketing, Creative Services, Digital and Compliance teams to develop relevant messaging and content that is educational, persuasive and easily understood by both our advisors and clients. Together, with our business partners, the Senior Investments Marketing Manager will work to understand the business needs, shape the way the strategy is being created, oversee the business and compliance approval process, and deliver under tight deadlines.


Formulating strategic, new and impactful ways to market the firm’s thought leadership, investment capabilities and solutions (in a timely manner) will be a key part of this role. Therefore, it’s important to have a creative mind around not only developing content, but also packaging the content for the sales force to present to clients and prospects.

  • Idea generation – end-to-end ownership in creating materials to launch new investment solutions to clients and prospects (overview articles, videos, fact sheets, whitepapers, training materials and internal promotion)
  • Creating marketing campaigns to promote new product launches and cross-platform initiatives
  • Executing marketing programs to increase penetration of investment products with new and existing clients, and to support business needs
  • Producing sales tools to support front office advisors
  • Developing innovative ways to deliver our product content
  • Develop a strong set of KPI to ensure we are measuring impact and continuously optimize our content and approach

Required Skills
  • Deep knowledge of investments across assets classes (fixed income, equities, alternatives) and the wealth management business
  • Long history of successful experience in investments marketing
  • Ability to develop strategic marketing plans across the platform
  • Excellent project management, problem-solving and independent, proactive learner
  • Exceptional relationship management skills – ability to work closely with senior leaders
  • Excellent presentation skills and ability to present at senior leaders meetings
  • Superior interpersonal and communication skills, with an emphasis on attention to detail
  • Must be a team player
  • Superior analytical skills and takes a data-driven approach to decision making
  • Ability to perform well in a deadline-driven, fast-paced environment
  • Excellent writing and editing skills
  • Experience in managing a team
  • A minimum of ten years marketing or communications experience
  • Series 7 license is a plus

Keyword: consumer%20banking


Posted: 2019-10-14 Expires: 2019-12-12

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Wealth Management, Senior Investments Marketing Manager, Executive Director

JPMorgan Chase & Co.
New York, NY 10007

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