Client Engagement Marketing Strategy, Senior Associate
JPMorganChase, New York, NY, United States
You're customer obsessed and thrive in a fast paced environment with a start‑up feel, but benefit from the resources and strong brand reputation of a large stable company. You're looking for a highly‑collaborative team with an entrepreneurial spirit. The mission? Empower Wealth Management clients to achieve their goals—fostering loyalty, expanding share of wallet, and ensuring satisfaction by making investing accessible and supporting clients throughout their investing journey.
Job Summary As a Senior Associate of Client Engagement Marketing Strategy on the Wealth Management Client Engagement marketing team, you will help drive ongoing engagement with existing clients. You will curate thoughtful and strategic multi‑channel touch points rooted in insights. Your team mentality will help you build strong partnerships across the organization, yet you have a proactive and innovative mindset that will shine as you navigate challenges and seize opportunities to break new ground. You are driven by curiosity and have a passion for continuous improvement, with a proven track record of delivering results.
Job Responsibilities
Develop and implement ongoing lifecycle triggers, engaging with clients during the most critical moments
Optimize how to engage with clients digitally on an ongoing basis
Uncover new insights and hypotheses to test and iterate on existing strategies
Collaborate closely with the Communications team to effectively engage clients during periods of market volatility or significant market events
Partner across product marketing, product and campaign delivery to launch key initiatives across multiple lines of businesses
Develop strategic briefs and champion the creative—ensuring your campaigns launch flawlessly
Synthesize ongoing analytic insights that inform optimizations of marketing tactics
Commission research and strategize with creative experts to execute high‑quality campaign creative, working with both internal teams and external agencies
Collaborate with diverse cross‑functional teams including creatives, content, product, technology, analytics, field strategy, and the Advisors
Create executive‑level presentations to gain alignment and support of key stakeholders
Implement streamlined and automated processes to improve efficiency in how we work
Required Qualifications, Capabilities, And Skills
Bachelor's Degree
4+ years of professional marketing experience
Highly organized with strong project management skills and attention to detail
Proven problem‑solving, analytical and critical thinking skills
Strong communication and presentation skills—highly proficient in PowerPoint
B2C marketing, preferably in Financial Services
Experience in strategy: engagement, customer loyalty, retention or product marketing
Delivering real‑time personalized & dynamic content with proven business results
Preferred Qualifications, Capabilities And Skills
B2C marketing, preferably in Financial Services
Experience in strategy: engagement, customer loyalty, retention or product marketing
Delivering real‑time personalized & dynamic content with proven business results
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 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.
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—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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Job Summary As a Senior Associate of Client Engagement Marketing Strategy on the Wealth Management Client Engagement marketing team, you will help drive ongoing engagement with existing clients. You will curate thoughtful and strategic multi‑channel touch points rooted in insights. Your team mentality will help you build strong partnerships across the organization, yet you have a proactive and innovative mindset that will shine as you navigate challenges and seize opportunities to break new ground. You are driven by curiosity and have a passion for continuous improvement, with a proven track record of delivering results.
Job Responsibilities
Develop and implement ongoing lifecycle triggers, engaging with clients during the most critical moments
Optimize how to engage with clients digitally on an ongoing basis
Uncover new insights and hypotheses to test and iterate on existing strategies
Collaborate closely with the Communications team to effectively engage clients during periods of market volatility or significant market events
Partner across product marketing, product and campaign delivery to launch key initiatives across multiple lines of businesses
Develop strategic briefs and champion the creative—ensuring your campaigns launch flawlessly
Synthesize ongoing analytic insights that inform optimizations of marketing tactics
Commission research and strategize with creative experts to execute high‑quality campaign creative, working with both internal teams and external agencies
Collaborate with diverse cross‑functional teams including creatives, content, product, technology, analytics, field strategy, and the Advisors
Create executive‑level presentations to gain alignment and support of key stakeholders
Implement streamlined and automated processes to improve efficiency in how we work
Required Qualifications, Capabilities, And Skills
Bachelor's Degree
4+ years of professional marketing experience
Highly organized with strong project management skills and attention to detail
Proven problem‑solving, analytical and critical thinking skills
Strong communication and presentation skills—highly proficient in PowerPoint
B2C marketing, preferably in Financial Services
Experience in strategy: engagement, customer loyalty, retention or product marketing
Delivering real‑time personalized & dynamic content with proven business results
Preferred Qualifications, Capabilities And Skills
B2C marketing, preferably in Financial Services
Experience in strategy: engagement, customer loyalty, retention or product marketing
Delivering real‑time personalized & dynamic content with proven business results
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 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.
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—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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