Advice Lead Strategy Associate

The Advice Lead Strategy team is a function of J.P. Morgan Wealth Management's Marketing organization. The team is responsible for generating a high-quality sales pipeline for the business.

We are seeking a high-performing, strategically-minded team member to support customer growth through client acquisition and lead generation initiatives. The ideal candidate will possess a background in digital marketing, project management, or lead nurture strategy, and showcase an ability to pair innovative client acquisition ideas with strong execution skills.

Role Overview

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

You will have demonstrated strong project management skills, able to plan end-to-end, execute, and maintain programs. You will be an excellent communicator, capable of distilling program statuses and performance data into high-impact presentations.

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, build, launch, and ongoing performance reporting of lead nurture and 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.

• Bachelor's Degree
• 3+ years of relevant experience
• Highly proficient in Microsoft Excel and demonstrated expertise in creating high-quality PowerPoint presentations that effectively communicate complex ideas
• Strong analytical, problem-solving, and planning skills with the ability to identify and recommend new opportunities
• Excels at managing multiple initiatives simultaneously within tight deadlines
• Skilled and comfortable working in a highly matrixed organization
• Excellent written and verbal presentation skills

• Preference for experience in performance and digital marketing, strategy and management consulting, or project management
• B2C marketing experience
• Financial services industry experience