Immediately Require J.P. Morgan Wealth Management - Executive Director, Online Investing Growth and Business Strategy in New York
Posted 2025-03-14Job title: J.P. Morgan Wealth Management - Executive Director, Online Investing Growth and Business Strategy
Company: JPMorgan Chase
Job description: You will be a key member of the Online Investing Product Strategy team whose remit is to create growth for the business. You will need deep experience within the self-directed industry, which paired with forward thinking and strong analytical skills will help develop and prioritize strategies to grow the Online Investing business
JPMWM sits within CCB and is focused on helping investors achieve their long-term financial goals. There are four major channels: Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Online Investing, our digital investing platform, and J.P. Morgan Personal Advisors, our newly built remote advice channel. The business operates in a highly dynamic environment, given the rapid evolution of client behavior, regulatory changes and tight partnership with other CCB businesses.
In this role you will be responsible for growth & business strategy of the JP Morgan Online Investing business, comprised of Self-Directed Investing and Automated Investing products and which reports through the J.P. Morgan Wealth Management CEO. As a client-oriented leader you will help define, prioritize and execute non-marketing strategies for client acquisition across new and existing channels and sources. Success requires collaboration with key partners across WM Marketing, Chase Consumer Bank, Client Servicing, Retirement and Finance. They will also be responsible for tracking progress and communicating to senior audiences across the organization.
Job responsibilities
- Responsible for Online Investing acquisition of new accounts and new assets
- Build and maintain strong internal relationships with various teams spanning Marketing, WM Product, Channels, and many more to bring the value of the firm to our clients
- Monitor the online investing industry, customer research and behavioral data to anticipate future shifts and trends
- Coordinate with cross-functional partners to identify and prioritize acquisition strategies
- Partner with enterprise lines of business to execute acquisition strategies (i.e., regional Consumer Bank leaders to increase branch engagement)
- Partner with Finance & Analytics to establish metrics to track success of individual acquisition sources and tactics
- Develop senior presentations and business reviews to display success
- Bachelor's Degree or higher with 10+ years of experience in financial services, with experience in wealth management, online brokerage and robo-advisor industry
- Strong product and strategy background with experience influencing partners across a large, diverse, global organization
- Self-starter with natural curiosity for the wealth management product, digital solutions, markets and investing
- Proven success delivering business results for a self-directed business (a strong plus)
- Experience engaging front-line employees to incentivize and influence desired behaviors
- Proven ability with product marketing to create awareness and adoption
- Excellent attention to detail with strong communication skills (written and verbal)
- Strong interpersonal skills and demonstrated experience as an influential change agent
- Excellent quantitative and analytical problem-solving skills
- Licensing strongly recommended
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $180,000.00 - $280,000.00 / year
Expected salary:
Location: New York