Vice President, Institutional Advisor Channel Marketing

Posted 7 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead creation and execution of targeted marketing campaigns for Institutional Advisor clients. Manage cross-channel initiatives (digital, social, events), design client journeys and communications, apply data-driven testing and BI tools to measure ROI, and collaborate with sales and Centers of Excellence to drive engagement and business growth.
Summary Generated by Built In

At J.P. Morgan Asset Management, we leverage the power of perspective to guide our clients toward achieving their objectives. The Head of IA Marketing (VP) is a member of the U.S. Advisor Marketing team, which focuses on understanding client needs and building integrated marketing strategies with Sales teams and National Accounts, leveraging the firm’s Centers of Excellence.

As a Vice President of Institutional Advisor Channel Marketing within Asset & Wealth Management, you will create and execute marketing initiatives for the Institutional Investor (IA) client segment. Reporting to the Head of U.S. Advisor Marketing, you will collaborate with cross-functional teams to drive engagement and business success.

Job Responsibilities

  • Spearhead the creation and launch of dynamic, targeted marketing campaigns for IA clients and prospects that highlight J.P. Morgan investment solutions and demonstrate how they can enhance advisors’ portfolios and drive business growth.
  • Manage high‑impact, cross‑channel initiatives spanning web, social media, industry conferences, digital platforms, and events, ensuring seamless execution.
  • Apply an experimental mindset to continuously refine marketing strategies for financial advisors; utilize technology platforms and business intelligence tools to measure and enhance marketing ROI; and apply a comprehensive data‑reporting framework to track progress and support business objectives.
  • Design and oversee engaging digital client journeys that align with strategic engagement objectives. Manage the rollout of compelling digital communications across email, web, and social media platforms, ensuring cohesive messaging and maximum reach.
  • Build trust and foster collaboration with colleagues across business lines, regions, and Centers of Excellence, ensuring alignment and shared success.

Required Qualifications, Capabilities, and Skills

  • At least 5 years of marketing experience in asset management or wealth management.
  • Innovative mindset with the ability to develop competitive marketing programs.
  • Ability to develop relationships and lead through influence.
  • An effective collaborator who can also work independently.
  • Strong project‑management skills with attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Word, PowerPoint, and Excel.

Preferred Qualifications, Capabilities, and Skills

  • Strong relationship‑building skills across Sales, Marketing, and other functional partners.
  • Proven track record of building credibility and trust in a matrixed organization.
  • Ability to work across multiple locations and partner with people at all levels.
  • Ability to employ an experimental mindset to test and scale marketing enhancements.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Skills Required

  • At least 5 years of marketing experience in asset management or wealth management
  • Innovative mindset with ability to develop competitive marketing programs
  • Ability to develop relationships and lead through influence
  • Ability to work independently and collaboratively
  • Strong project-management skills with attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Word, PowerPoint, and Excel
  • Strong relationship-building skills across Sales, Marketing, and other functional partners
  • Proven track record of building credibility and trust in a matrixed organization
  • Ability to work across multiple locations and partner with people at all levels
  • Ability to employ an experimental mindset to test and scale marketing enhancements

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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