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JPMorgan Chase J.P. Morgan Wealth Management- Head of Field Marketing, Executive Director in New York, New York

Position Summary

J.P. Morgan Wealth Management recently announced a renewed investment and focus on its High Net Worth Wealth Management business, with the aim of doubling our advisors in the coming years. In support of this exciting mission, we are seeking a seasoned, strategic, results driven marketing leader to define, implement, and drive the Field Marketing playbook for the business. This transformative leader will have a proven track record of developing and implementing field and advisor marketing strategies, programs and tools that fuel brand awareness and help advisors achieve their individual business goals.

Reporting to the Head of Marketing for J.P. Morgan Advisors (our High Net Worth segment), this is an exciting opportunity for a Wealth Management Marketing leader to help re-define, shape and grow our field marketing practice for the future.

In this role, you will both serve as a strategic consultant and marketing voice to our advisors, as well as lead the development of scalable and customizable tools, resources and marketing programs - all in service of helping to drive awareness and acquisition for our advisors.

As such, active collaboration, the ability to foster strong relationships at many levels (Executive/Field Leadership, advisors, marketing partners, etc) and the ability to influence action across teams and functions will be critical to success.

Additionally, given that this role is ultimately responsible for building and executing the field marketing playbook, the ideal candidate must have the ability to think both strategically as well as go deep to help the team work through challenges and obstacles as they arise while navigating a large and complex firm. The ability bring structure and clarity to ambiguous situations will be pivotal to success.

Key Responsibilities

  • Define the vision, set the strategy and drive the implementation of the Advisor and Field Marketing playbook/practice for our HNW/UHNW segment

  • Serve as the primary marketing point of contact for advisors to consult on how marketing can help their practice through tailored marketing and branding strategies

  • Drive innovation through the development of scalable and customizable advisor programs, collateral and campaigns that help to fuel advisor brand awareness and client acquisition

  • Partner with analytics to develop a segmentation and measurement approach to help prove the ROI of our field marketing efforts

  • Enhance and develop new customizable advisor tools and resources

  • Partner with events team to provide strategic guidance and support

  • Oversee advisor accolades promotional efforts and sponsorship support

  • Lead the initial onboarding/setup of advisors from a marketing perspective and ongoing maintenance of each advisor's core collateral and web presence

  • Own marketing's participation in FA recruiting efforts and training programs

Qualifications :

  • 12+ years of relevant marketing experience

  • Strong knowledge of High Net Worth and Ultra High Net Worth wealth segments as well as key client solutions and themes (estate planning, pre-liquidity, etc)

  • Ability to nurture and develop high impact teams

  • High energy with the ability to manage multiple initiatives simultaneously and to perform under pressure within tight deadlines

  • Adept at developing comprehensive strategic solutions-inclusive of strategic and competitive context, establishing an end-to-end vision, and identifying potential risks.

  • Ability to prioritize and quickly execute in a fast-paced environment

  • Proven ability to effectively partner with internal teams. Known for being a great collaborative partner, strong leader and influencer.

  • Excellent communication (verbal and written), influencing and negotiation skills with the ability to establish and communicate the strategic vision and complex ideas to all levels

  • Strong understanding of field marketing technologies and tools

  • Ability to work with senior executives and represent the Field Marketing practice at all levels

  • Bachelor's Degree, Master's preferred

  • Series 7 and 24 licenses are preferred

Mindset and Behaviors

  • An entrepreneurial spirit - an out of the box thinker who can design and drive strategy, and figure out how to successfully achieve goals with finite resources

  • Proven ability to build strong, cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization

  • Passion to challenge the status quo and find new solutions - loves and embraces change

  • Strong sense of prioritization, urgency, execution and delivery with extensive experience of driving change and efficiencies in a growing business

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans

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