Senior Associate - Marketing Strategy

Senior Associate In Wealth Management Acquisitions

Join Wealth Management Acquisition that's responsible for new client acquisition for our growing J.P. Morgan Self-Directed Investing platform. We are seeking a strategic and analytical thinker who can develop innovative marketing strategies to drive growth. This is a highly visible role with significant interaction with cross-functional teams and leaders across the firm. It requires close partnership and integration with product marketing, analytics, product owners, finance, and cross-line-of-business growth teams.

As a Senior Associate in Wealth Management Acquisitions, you will play a pivotal role in shaping the future of our online investing platform by driving new customer growth through innovative marketing strategies. You will be responsible for developing, implementing, analyzing, and reporting on marketing initiatives to acquire new customers for J.P. Morgan Self-Directed Investing. This includes leading strategic initiatives, developing promotional offers and campaigns, managing acquisition budgets, conducting customer analyses, and working cross-functionally to advance growth initiatives through digital channels. You will possess a strong analytical mindset and be an excellent communicator, capable of crafting compelling narratives and delivering high-impact presentations. The role reports to the Head of Acquisition Marketing for J.P. Morgan Self-Directed Investing.

Job Responsibilities

• Lead the development and execution of innovative marketing strategies to acquire new customers for our online investing platform.
• Collaborate cross-functionally with product, analytics, finance, and creative teams to drive strategic initiatives.
• Tackle business problems, formulate hypotheses, and design rigorous test-and-learn roadmaps.
• Champion seamless and consistent customer experiences across digital and in-branch channels.
• Build business cases and secure funding for growth programs.
• Analyze customer behaviors, market trends, and program performance to identify new opportunities.
• Develop and deliver executive-level presentations that distill complex analyses into clear, actionable recommendations.
• Present key findings and strategic updates to senior management and stakeholders.

Required Qualifications, Capabilities and Skills

Preferred Qualifications, Capabilities and Skills