Vice President, Advice Acquisition & Lead Strategy

As Vice President, Advice Acquisition & Lead Strategy on JPMorgan Wealth Management Marketing & Acquisitions team, you will lead the development, implementation, and analysis of strategies to identify, manage, and convert prospects through the sales funnel. You will drive sales optimization, support field enablement, and facilitate business development via new client acquisition. You will collaborate closely with Data & Analytics, Digital, Finance, Channel/Product owners, and Product Marketing teams in a highly visible role.
Job Responsibilities:
Lead the prioritization, ideation, and go-to-market execution of lead funnel optimization programs
Analyze end-to-end performance and learnings from lead programs with Data & Analytics teams
Collaborate with Product Marketing, Field Strategy, and Finance to align plans with business priorities
Develop executive-level presentations to secure stakeholder alignment
Forecast annual business and budget, incorporating historical performance and growth targets
Track key milestones and outstanding action plans, ensuring timely delivery or escalation
Manage multiple initiatives to completion under tight deadlines
Optimize sales practices and support field enablement for new client acquisition
Distill workstream statuses and performance data into impactful presentations
Balance multiple strategic initiatives and stakeholder needs simultaneously
Facilitate business development through innovative client acquisition strategies
Required qualifications, capabilities, and skills:
Demonstrate 5+ years of relevant experience in performance marketing, strategy, management consulting, or project management
Communicate and negotiate effectively with experience presenting to senior leaders
Apply advanced analytical, problem-solving, and planning skills to identify new opportunities
Manage multiple complex initiatives concurrently with strong project management skills
Display proficiency in Microsoft Excel and expertise in creating impactful PowerPoint presentations
Operate effectively within a highly matrixed organization
Exhibit excellent written and verbal presentation skills
Preferred qualifications, capabilities, and skills:
Bachelor’s Degree in related field
Bring experience in performance and digital marketing, strategy, management consulting, or project management
Demonstrate B2C marketing experience
Showcase financial services industry experience
Illustrate experience supporting business development in a fast-paced environment
Highlight success in collaborating with cross-functional teams

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