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US Wealth Management - Marketing Analytics - Vice President at JPMorgan Chase Bank, N.A. in Jersey City, New Jersey

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

The Data & Analytics team is the engine that powers JPMorgan Chase with insights to create competitive advantages for our business and deliver value for our customers. We have unified data and analytics talent across the firm and encompass a variety of disciplines including data science, reporting, quantitative analytics, and data governance. Within this organization, the Decision Sciences team leverages industry-leading data-driven techniques to convert data into meaningful insights that enable the firm to drive value and an outstanding customer experience.

The wealth management industry is rapidly changing and JPMorgan Chase is transforming our U.S. wealth management business to accelerate growth. We are looking for a talented data scientist to help us better understand consumer behaviors to help shape marketing strategies for the newly formed US Wealth Management (USWM) business unit which includes Chase Wealth Management, JP Morgan Securities, and the You Invest digital platforms. Reporting to the Executive Director of USWM Customer Insights, this role will be central in building a test and learn culture to enable personalized targeting, efficient funnel conversion, and optimized messaging across our continuum of investment solutions.

This is hands-on, technical role so we're looking for exceptionally creative, ambitious, \"data curious\" thinkers and statisticians who can help take our marketing analytics to the next level. A typical day might include:


  • Partnering with key executives and decision makers to define the strategy and approach for a marketing campaign, including potential target audiences, learning objectives and key performance indicators
  • Developing a testing strategy to identify what drives a prospect to respond to self-directed investing, full service wealth management, or a hybrid solution marketing message
  • Performing a cluster analysis to identify natural grouping of customers to target for an upgrade offer
  • Developing dashboards to monitor KPIs, activity metrics, demographics, and campaign outcomes as compared to marketing benchmarks and trends
  • Analyzing activities and behaviors within targeted populations to determine the incremental impact of our marketing channels and messages
  • Integrating valuation and channel insights into an overall perspective on firm marketing effectiveness

You are a strong candidate if you:


  • Possess a unique combination of technical skills, mathematical know-how, storytelling, and intuition in order that allow you to speak the languages of "art" and "science" to develop strong brand, product, and channel marketing strategies and tactics
  • Have experience planning marketing campaigns, forecasting financial impacts of marketing efforts, and analyzing marketing campaign results using tools like R, PYTHON or SAS
  • Are passionate about experimental design and know the best way to test targeting, messaging, and channel mix to improve marketing performance
  • Understand the complexities of marketing attribution and know how to navigate working with campaign specific measurement strategies as well as standardized performance reporting to facilitate investment prioritization
  • Have a demonstrated ability to think both independently and collaboratively to implement creative solutions that solve business problems, being diligent in the detail while maintaining focus on broader purpose and business objectives
  • Are comfortable summarizing complex information to tell a simple story of what happened and why with recommendations to influence senior management

Bonus points if you:

  • Have prior experience working in an insights function at a financial services firm or a marketing/advertising agency
  • Are trained in statistical principles including experimental design and analysis of variance, probability theory, and sampling theory; additional points if you have an advanced degree in Statistics or a related discipline
  • Are proficient with Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards)
  • Have a strong grasp of big data disciplines, Agile (scrum) methodologies, and new technologies
  • Are a lifelong learner and hold a growth mindset; we welcome individuals who geek out on industry podcasts, stay abreast of cutting edge techniques, or participate in KDD and Kaggle competitions for "fun" and love to share what they are learning with the rest of the team
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.

Equal Opportunity Employer/Disability/Veterans





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