JPMorgan Chase
New York City, NY

Digital Marketing - New Client Acquisition: Advice and Paid Channels, Executive Director- U.S. Wealth Management at JPMorgan Chase

| New York City, NY
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Job Description The Wealth Management business is a focused area of growth for the firm, and this role will be responsible for data-led lead generation and new client acquisition marketing programs across our digital and full service wealth management offerings with specific focus on paid channels (including Paid Search, Affiliates and Direct Response Display). In addition, this role will be responsible for cross-channel initiatives in the advice space (including both full service advice and remote advice offerings).
This new client acquisition marketing leader will be responsible for creating and managing end-to-end the acquisition marketing roadmap for paid channels and cross-channel advice offerings. As part of the product team, this role will work side by side with Product, Finance, and Analytics partners. We are looking for self-starters with an entrepreneurial edge. The role will report to the Head of New Client Acquisition Marketing.
Key Responsibilities
  • Develop & maintain deep understanding of the WM business, customer behaviors and competitive product landscape to understand best practices in the offer, lead generation & direct response marketing discipline
  • Partner with segment marketing leaders, product partners on the product value proposition, the customer funnel, and influence the messaging strategy with a view of direct response best practices, while aligning with broader brand guidelines
  • Develop and manage the strategic planning and prioritization process for the offer/lead generation roadmap, including identifying new enhancements, working with Finance, digital, and analytics to estimate value, and continuously re-prioritize investments to maximize NPV
  • Identify and prioritize opportunities
  • Formulate hypotheses and develop, prioritize, and oversee a rigorous test and learn roadmap
  • Build the business case and secure funding as part of the budgeting process
  • Ensure thorough measurement learnings in close collaboration with Analytics and distill key insights
  • Refine priorities and strategy based on learnings to share key updates with senior management
  • Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
  • Develop strategy for investments across paid channels
  • Partner with Analytics and Digital teams to understand end-to-end program performance -across traffic, engagement, conversion and account/customer quality metrics
  • Drive a rigorous, data-driven test and learn work stream, focused on improving the customer experience and conversion funnel in-branch and digital
  • Responsible for monthly performance reviews of the financial investment, including analyses of budget vs forecast, re-investment and re-prioritization recommendations to maximize value; facilitate transparent share-outs with key stakeholders
  • Be a customer advocate - champion consistent and seamless user experiences

The right person for this role:
  • Is data driven and analytical, while also being a creative thinker
  • Is focused on how marketing drives quantifiable business results
  • Is a fantastic partner who leads through strong collaboration
  • Is highly curious and never settles for good enough
  • Is vigorous and thorough in their management of details
  • Has the proven ability to take initiative, influence others, and achieve results
  • Loves testing, learning, and taking calculated risks
  • Constantly pushes boundaries of "what could be" to drive innovation
  • Always focuses on the big picture, considering impacts outside their given initiatives
  • Is a committed team leader, with proven history in managing and nurturing highly

Additional Requirements:
  • 4 year degree in Marketing, Advertising, Analytics, or Finance
  • 10+ years of marketing experience with expertise in digital conversion strategies and innovation, especially within paid channels
  • Wealth Management industry experience
  • Excels at managing multiple initiatives simultaneously within tight deadlines
  • Strong analytical, problem solving and planning skills, with the ability identify and recommend new opportunities is desired
  • Experience in measurement of media channels to understand efficacy and determine incrementality
  • Working knowledge of content management tools and mobile technology
  • Working knowledge of web analytics and ad serving engines
  • Skilled and comfortable at working in a highly matrixed organization
  • Experienced manager of marketing budgets, forecasts, and expected returns
  • Comfortable with continuously changing priorities
  • Excellent written and verbal presentation skills
  • Highly proficient in Microsoft Excel and Power Point

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 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. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm's vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.
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.
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What are JPMorgan Chase Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Game Room
Professional Development Benefits
Tuition Reimbursement
Diversity Program

An Insider's view of JPMorgan Chase

What’s the vibe like in the office?

My favorite thing about JPMorgan Chase is the vast number of problems we solve, and the diversity it takes to do that. Moving money, enabling payments and producing a world class customer experience are just a fraction of what we work on. Because the office is so casual and open, I get to participate in discussions on all of this.

Nick S.

Executive Director, Software Engineering

What projects are you most excited about?

As one of the largest financial institutions in the world, our scope of impact is huge. Knowing that a system we deliver is responsible for things millions do daily such as paying for groceries, withdrawing cash, or getting a loan pushes us toward solutions that scale, which is the most challenging but also the most rewarding part of our projects.

Edwin T.

Executive Director, Site Reliability Engineering

How does the company support your career growth?

JPMorgan has helped me develop as a professional – both as a technologist and as a business leader. I have taken advantage of executive leadership training and development aligned to the firm’s culture of “How We Do Business.” I feel good about working for a firm that invests in its #1 asset – US!

Lupe C.

Executive Director

How do you empower your team to be more creative?

Empowerment for Idea generation, problem solving and innovation is best coming from those who do the work. I engage my technologist in high profile work and foster an environment where ideas are welcome. Empowerment of our technologists is the key to success. Teams dig in, innovate and identify ways to create a better client experience.

Dawn T.

Managing Director, Software Engineering

How does the company support your career growth?

Working at JPMC has been a wonderful experience. I love how much JPMorgan Chase cares about its communities by offering support of technologists to local non-profit organizations through social innovation programs. The company also invests in its employees and provides many learning opportunities to us.

Meng M.

Software Engineer

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