JPMorgan Chase & Co Hiring for Digital Marketing New Client Acquisition: Online Investing Executive Director at Columbus, NY Full Time

Are you data driven and analytical, while also being a creative thinker and have a passion on how marketing drives quantifiable business results? You have found the right team.

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 online 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 we are in search of a proven, performance marketing leader. As the Digital Marketing New Client Acquisition: Online Investing Executive Director you will be responsible for data-led new client acquisition marketing programs for J.P. Morgan Self-Directed Investing.

In addition, you will be responsible for setting the strategy and creating and managing end-to-end the new client acquisition marketing roadmap (including offer strategy). This is a high-profile role with exposure to the CMO and business leaders across the broader J.P. Morgan Chase organization (working side by side with Product, Finance, Test Design, Analytics and other Marketing partners). We are looking for self-starters with an entrepreneurial edge. The role will to the Head of New Client Acquisition Marketing and lead a team of two direct s.

Job Responsibilities:

• Develop & maintain deep familiarity of the Wealth Management 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
• Ensure thorough measurement learnings in close collaboration with Analytics and distill key insights; Identify and prioritize opportunities; Refine priorities and strategy based on learnings to share key updates with senior management
• Partner with Analytics and Digital teams to understand end‐to‐end program performance –across traffic, engagement, conversion and account/customer quality metrics; Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
• Formulate hypotheses and drive a rigorous, prioritized, data‐driven test and learn work stream, focused on improving the customer experience and conversion funnel in-branch and digital; Be a customer advocate – champion consistent and seamless user experiences
• 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; Build the business case and secure funding as part of the budgeting process

Required qualifications, capabilities, and skills:

• 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 and in the Wealth Management industry
• Excels at managing multiple initiatives simultaneously within tight deadlines and is comfortable with continuously changing priorities
• 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 and working knowledge of content management tools and mobile technology
• Working knowledge of web analytics and ad serving engines, highly proficient in Microsoft Teams, Excel and Power Point and possess excellent written and verbal presentation skills
• Skilled and comfortable at working in a highly matrixed organization
• Experienced manager of marketing budgets, forecasts, and expected returns

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. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM