Job Description About J.P. Morgan Chase
J.P. Morgan 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.
The U.S. Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and J.P. Morgan Self-directed & Automated Investing - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
Job Description
The Wealth Management business is a focused area of growth for the firm, and this role will be responsible for new client acquisition marketing for online investing offerings. In addition, this role will be responsible for supporting optimization initiatives for Chase-owned channels across offerings.
This Sr. Associate will be responsible for developing, implementing, analyzing and reporting on marketing strategies to acquire customers for J.P. Morgan Self-Directed Investing. This includes working with product owners to develop growth initiatives through digital channels. The candidate will be responsible for developing and handing off campaign requirements to the execution team as well as creating testing plans to establish learnings that inform offer, universe targeting, creative and conversion funnel improvements. This candidate will be an expert in how to effectively invest marketing dollars.
The ideal candidate will have background in digital marketing, have demonstrated innovation in creating new digital marketing strategies and tactics, and have strong end-to-end planning & execution skills.
The role will require close partnership and integration with segment marketing teams, data / analytics, channel / product owners, finance, the consumer bank, and card portfolio growth teams. This is a highly-visible strategic role with significant interaction with cross-functional teams and leaders across the firm. The role will report to the Head of Online Investing Acquisition Marketing.
Key Responsibilities

• Develop and maintain a deep understanding of the Wealth Management business, customer behaviors and competitive product landscape, to inform best practices in the offer, online acquisition & direct response marketing discipline
• Partner with segment marketing leaders and product partners on the product value proposition and the customer funnel to influence the messaging strategy while utilizing best practices and aligning with broader brand guidelines
• Formulate hypotheses and develop, prioritize, and oversee a rigorous test & learn roadmap
• Build the business case and secure funding as part of the budgeting process
• Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
• Partner with Analytics and Digital teams to understand learnings and end-to-end program performance -across traffic, engagement, conversion and account/customer quality metrics
• Drive a rigorous, data-driven testing workstream, focused on improving the customer experience and the in-branch and digital conversion funnel
• Identify and prioritize opportunities across channels, and share key updates with senior management
• Be a customer advocate - champion consistent and seamless user experiences

Qualifications

• 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 bachelor degree preferably in Marketing, Advertising, Analytics, or Finance
• 4+ years of marketing experience with expertise in digital marketing
• Wealth Management industry experience preferred
• Excels at managing multiple initiatives simultaneously within tight deadlines
• Strong analytical, problem solving, and planning skills with the ability identify and recommend new opportunities
• Working knowledge of content management tools and mobile technology
• Working knowledge of web analytics
• Skilled and comfortable at working in a highly matrixed organization
• 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.