Marketing Associate, Advisor & Field Marketing, JP Morgan Wealth Management, JPMA

Job Description Reporting to the Head of Advisor & Field Marketing for J.P. Morgan Advisors (our High Net Worth segment), this is an exciting opportunity for a candidate to join a growing team. This role will work closely with the VP, Advisor & Field Marketing and the Associate, Advisor & Field Marketing.
In this role, you will join a team who serves 450 advisors across the country to develop their marketing strategy. You will work closely with our immediate team, and partner with other colleagues across the Wealth Management Marketing and Wealth Management Content & Communications organizations to deliver value to ongoing programs.
The person in this role should be very organized, data-driven, creative, curious and agile in the ability to concurrently serve advisors while also working on large projects that help the team deliver programs to the business. This is a terrific opportunity for someone who wants to continue learning or learn the wealth management marketing business from the ground up and acquire news skills and abilities to grow their career.
Key Responsibilities

• Help manage marketing email inbox
• Work directly with advisors in a data-driven service model including consultations, demos, and other assistance
• Set up advisor meetings, keep records of outreach scope, plan market visits
• Pull advisor business stats and marketing history in prep for meetings, prepare documents used by team when meeting with advisors
• Help maintain intake form database and files by region and advisor
• Help produce dashboard metrics including inbox, meetings, tools usage
• Help maintain tracking of head/team shots, bios, value props, inv approaches, PB BB
• Assist with various metrics, analytics and data needs for the Advisor & Field Marketing team to create dashboards and reports to management
• Help track collateral usage through record keeping, inventory management, order management
• Help support advisor email, newsletter, content and engagement projects with extended team
• Provide support to team leaders on ongoing business projects
• Become a reliable source of support for measurement, metrics, dashboards, audits and other data-driven needs
• Help track collateral usage through record keeping, inventory management, order management

Qualifications

• 2-3+ years of entry level marketing experience, ideally in an advisor channel wealth management model
• Organization, detail-oriented, ability to manage multiple projects at once
• Agile in the ability to pivot between communicating with advisors and internal marketing colleagues, scheduling work accordingly
• Ability to interface with very senior executive-level advisors appropriately
• Able to give and take feedback in an ongoing manner
• Bachelor's Degree required

Mindset and behaviors

• Curious
• Agile
• Flexible
• Driven
• Success-minded
• Cooperative/collaborative

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 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.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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 - all 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.