The U.S. Wealth Management 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 You Invest - our digital 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.
We are in search of a proven, performance marketer responsible for driving our retirement marketing strategy and executing against it. As a leader in Wealth Management, we want to drive awareness, consideration and conversion of all our retirement products and services. We're aiming for high-quality customer growth for the wealth management business through lead generation, customer acquisition, deepening initiatives and retention campaigns.
The Wealth Management business is a focused area of growth for the firm, and this role will be responsible for delivering growth in retirement product awareness, consideration and conversion across all USWM lines of business. In addition, this role will partner with our digital product owners to act as the voice of the customer as new digital products and services are developed.
This Vice President will be responsible for developing, implementing, analyzing and reporting on marketing strategies to drive awareness, acquisition, engagement and retention of clients with a focus on their retirement goals and needs. This includes working across the WM marketing organization to both design and influence marketing plans, collaborating with product owners to inform retirement product and service development and test plans across teams to maximize learnings, and working with our Brand teams to elevate retirement messaging in our paid media efforts.
The ideal candidate will have an extensive background in direct-to-consumer marketing, demonstrated innovation in creating new digital marketing strategies and tactics, strong execution skill and strong collaboration and relationship-building skills.
The role will require close partnership and integration with segment marketing teams, data & analytics, finance, channel/product owners and the Consumer Bank, Card growth teams, and retirement digital product owners. This is a highly-visible strategic role with significant interaction with cross-functional teams and leaders across the firm.
The role will report to the Head of Wealth Management Acquisition and Aspiring Affluent Marketing.
Develop a comprehensive marketing strategy across the spectrum of retirement products and services for USWM (identify the right touch points, messages and cadence by customer/segment)
Own campaigns from end to end - manage targeting and segmentation, messaging, content and design, planning, build, execution and reporting
Collaborate and influence campaigns and testing plans across the USWM Marketing organization
Manage a continuous, meticulously planned and documented testing plan leveraging customer insights
Establish metrics, track results, and report to senior leadership
Support digital product development
Drive data-driven testing discipline and expansion / innovation
Track and review campaign performance and generate recommendations based on learnings, established best practices and competitive landscape
Act as a subject-matter expert with segment marketing teams, product partners and on cross functional projects
Develop & maintain deep understanding of the WM business, customer behaviors and competitive product landscape to understand best practices in the offer, lead generation & direct response marketing discipline
Manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced dynamic environment
Coordinate and execute enhancements and tests with internal Chase teams and third party vendors
Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
Be a customer advocate - champion consistent and seamless user experiences across all assets and channels
The right person for this role:
Is data driven and analytical, while also being a creative thinker
Is focused on how marketing drives quantifiable business results
Is a fantastic partner who leads through strong collaboration
Is highly curious and never settles for good enough
Is vigorous and thorough in their management of details
Has the proven ability to take initiative, influence others, and achieve results
Loves testing, learning, and taking calculated risks
Constantly pushes boundaries of "what could be" to drive innovation
Always focuses on the big picture, considering impacts outside their given initiatives
4 year degree in Marketing, Advertising, Analytics, or Finance
8+ years of marketing experience with expertise in digital conversion strategies and innovation
Financial services industry experience a plus
Excels at managing multiple initiatives simultaneously within tight deadlines
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
Working knowledge of content management tools and mobile technology
Working knowledge of web analytics and ad serving engines
Skilled and comfortable at working in a highly matrixed organization
Experienced manager of marketing budgets, forecasts, and expected returns
Comfortable with continuously changing priorities
Excellent written and verbal presentation skills
Highly proficient in Microsoft Excel and Power Point
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.