At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care. Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.
We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team. This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs. The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.
The role involves designing and implementing innovative client acquisition tactics and asset gathering techniques through Business-to-Business-to-Consumer strategies. The position requires a candidate with a strong background in wealth management, business development, and product management, along with leadership, strategic thinking, influence, and problem-solving skills. The job offers the opportunity to build new experiences and capabilities and to reengineer processes and technology for delivering services through employer benefits programs.
As an Executive Director on the Acquisitions & Workplace Strategies team , you will drive enterprise transformation, collaborate with senior leaders, and lead initiatives that enable client acquisition and asset gathering from workplace business to business to consumer (B2B2C) products such as equity compensation, retirement, banking and financial wellness. We offer a culture of excellence, opportunities for advancement, and the resources to realize your vision.
Job Responsibilities
- Define and execute a multi-year roadmap for client acquisition and deepening capabilities from existing and emerging workplace products, in an accelerated time frame.
- Lead business analysis, user journey design, and requirements definition across multiple products, stakeholders, and LOBs.
- Collaborate, influence, and negotiate with cross functional teams to define solutions to problems, remove obstacles, manage dependencies, and deliver high-impact user experiences.
- Establish and lead executive leadership forums for prioritization, decision-making, alignment, and risk assessment.
- Analyze data, market trends, user behavior, and emerging technologies to uncover insights and generate ideas for continuous improvement.
- Drive change management efforts, including legal, regulatory, and control assessments, communications, and governance activities.
- Drive go-to-market activities, including testing, pilots, national rollouts, training, and reporting to measure success.
- Build, develop, and lead high-performing teams, fostering collaboration, teamwork, and strong relationships to manage dependencies across other teams and LOBs.
Required Qualifications, Capabilities, and Skills
- 12+ years' experience and deep expertise in wealth management/investments and broker-dealer regulatory landscape.
- Proven product management experience and skills: defining roadmaps, writing requirements, mapping business processes and user journeys, prototyping, prioritizing backlogs, managing complex dependencies, and driving agile delivery (JIRA, Confluence, AI tools).
- Strong knowledge of advisor & banker workflows, CRM platforms (Salesforce), BI/analytics tools (Tableau), and automation technologies.
- Demonstrated ability to influence and communicate with C-suite/senior stakeholders, simplifying complexity, and translating concepts and solutions into business value.
- Exceptional communicator with strong leadership presence, skilled at navigating complex organizations and building consensus among stakeholders with diverse opinions.
- Experience building and developing high-performing teams.
- Highly self-motivated, structured thinker and problem solver, and effective in translating ambiguity into tangible action plans.
- Thrives at operating in a dynamic, fast-paced environment.
- Detailed oriented facts and number based leader with excellent written documentation discipline.
- Bachelor's degree required;
Preferred Qualifications, Capabilities, and Skills:
ABOUT USChase 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMOur 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.
