Associate, Marketing Strategy – Wealth Management Marketing

Posted 3 Days Ago
New York, NY, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Drive new customer acquisition for digital investing and advice products by developing data-driven strategies, designing experiments (A/B tests), measuring performance, analyzing customer funnels, partnering cross-functionally, building business cases, managing budgets/KPIs, and presenting clear recommendations to senior stakeholders.
Summary Generated by Built In

At JPMorganChase, we’re building modern, personalized ways for customers to invest and get advice—meeting them where they are across digital and in-branch experiences. As an Associate on our Consumer Advice growth marketing team, you’ll help accelerate new customer acquisition by turning insights into strategy, strategy into experiments, and experiments into measurable growth. If you’re energized by solving ambiguous problems, partnering across teams, and telling clear, compelling stories with data, this role offers the visibility, ownership, and impact to match.

As an Associate on the Consumer Advice growth marketing team, you will help drive new customer acquisition for our digital Advice products through data-driven strategy and disciplined execution. You will develop, implement, measure, and communicate marketing initiatives that accelerate growth across digital channels, partnering closely with Product Marketing, Analytics, Product, Finance, and cross–line-of-business stakeholders.

This role requires strong analytical problem-solving, structured project management, and the ability to translate insights into clear recommendations and executive-ready materials. The position is highly visible and involves frequent collaboration with partners and leaders across the firm.

Job Responsibilities

  • Develop and execute customer acquisition strategies and campaigns for our digital investing/advice offerings, aligned to business goals and customer needs
  • Partner with Product, Product Marketing, Analytics, Finance, and Creative teams to shape and deliver cross-functional growth initiatives
  • Structure ambiguous business problems into hypotheses and design test-and-learn roadmaps (e.g., A/B testing, channel experimentation, funnel optimization)
  • Manage performance measurement and reporting, including budget stewardship, KPI tracking, and post-campaign readouts
  • Analyze customer behavior, acquisition funnels, market dynamics, and program results to identify opportunities and recommend optimizations
  • Support seamless and consistent customer experiences across digital and in-branch touchpoints, in partnership with channel and experience owners
  • Build business cases for new growth programs, including sizing, ROI expectations, and investment rationale
  • Prepare and deliver clear, concise updates and recommendations to senior stakeholders, translating complex analysis into actionable narratives

Required Qualifications, Capabilities, and Skills

  • 3+ years of experience in strategy, management consulting, growth/digital marketing, product strategy, or a related role
  • Bachelor’s degree required
  • Strong analytical and problem-solving skills, with the ability to define success metrics and evaluate performance rigorously
  • Strong project management skills and comfort managing multiple priorities across cross-functional stakeholders in a matrixed environment
  • Advanced proficiency in Microsoft Excel and PowerPoint, including executive-ready storytelling and visualization
  • Excellent written and verbal communication skills, including presenting insights and recommendations to senior audiences

Preferred Qualifications, Capabilities, and Skills

  • MBA or other advanced degree
  • Experience in financial services, consumer banking, investing, or fintech
  • Experience with digital acquisition channels (e.g., paid media, SEO/SEM, email, in-app, partnerships) and experimentation frameworks
  • Familiarity with customer analytics, attribution concepts, and funnel optimization approaches
About Us

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

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Skills Required

  • 3+ years of experience in strategy, management consulting, growth/digital marketing, product strategy, or related role
  • Bachelor's degree
  • Strong analytical and problem-solving skills, including defining success metrics and evaluating performance
  • Strong project management skills and ability to manage multiple cross-functional priorities
  • Advanced proficiency in Microsoft Excel
  • Advanced proficiency in Microsoft PowerPoint, including executive-ready storytelling and visualization
  • Excellent written and verbal communication skills, including presenting to senior audiences
  • MBA or other advanced degree
  • Experience in financial services, consumer banking, investing, or fintech
  • Experience with digital acquisition channels (paid media, SEO/SEM, email, in-app, partnerships) and experimentation frameworks
  • Familiarity with customer analytics, attribution concepts, and funnel optimization approaches

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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