As an Associate in the Advice Acquisition & Lead Strategy team, you will help develop, implement, analyze, and report on strategies that identify, manage, and convert J.P. Morgan Wealth Management prospects through each stage of the sales funnel - from the initial targeting of customers in marketing campaigns, down to the final conversion of prospects into wealth management clients.  

We are seeking a high-performing, strategically-minded team member to accelerate new client acquisition. The ideal candidate will possess a background in performance and digital marketing or lead funnel strategy, and showcase an ability to pair innovative client acquisition ideas with strong analytical skills.

Role Overview:

In this role you will help develop, implement, analyze, and report on strategies that identify, manage, and  convert J.P. Morgan Wealth Management prospects through each stage of the sales funnel - from the initial targeting of customers in marketing campaigns, down to the final conversion of prospects into wealth management clients. 

You will be an excellent communicator, capable of distilling workstream statuses and performance data into high-impact presentations. You will also have demonstrated strong project management skills, capable of balancing multiple initiatives at one time.

This position requires close collaboration with Data & Analytics, Digital, Finance, Channel/Product owners, and Product Marketing teams. It is a visible, strategic role with significant interaction with cross-functional teams and leaders across the firm.

Job Responsibilities:

Managing the prioritization, ideation, go-to-market, and ongoing performance reporting of strategic lead funnel optimization programs across the various J.P. Morgan Wealth Management advisor channels and products.Partner with Data & Analytics teams to understand the end-to-end performance of and learnings from lead programs – including conversion and account/customer quality metrics.Collaborate with Product Marketing, advisor Field Strategy, and Finance partners to develop strategic and tactical plans that align to business priorities.Create executive-level presentations to gain alignment and support from key stakeholders.Tracking of key milestones and outstanding action plans; ensuring timely delivery or escalation where needed. Manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced environment.

Required Qualifications, Capabilities, and Skills:

Bachelor's Degree3+ years of relevant experienceHighly proficient in Microsoft Excel and demonstrated expertise in creating high-quality PowerPoint presentations that effectively communicate complex ideasStrong analytical, problem-solving, and planning skills with the ability to identify and recommend new opportunitiesExcels at managing multiple initiatives simultaneously within tight deadlinesSkilled and comfortable working in a highly matrixed organizationExcellent written and verbal presentation skills

Preferred Qualifications, Capabilities, and Skills:

Preference for experience in performance and digital marketing, strategy and management consulting, or project managementB2C marketing experience Financial services industry experience preferred