Develop and execute strategies for client acquisition and engagement in wealth management, optimizing digital experiences and user journeys. Collaborate across teams to enhance omni-channel marketing.
Job Description
Become an integral part of the Wealth Management Digital Marketing team, focusing on public site new client acquisition strategy across chase.com and jpmorgan.com. This role is responsible for developing and executing strategies to acquire new Wealth Management clients and deepen relationships with existing non-Wealth clients from multiple lines of business. The ideal candidate will possess a robust background in digital marketing, showcasing innovation in crafting new digital marketing strategies and tactics.
As an Associate within Wealth Management you will collaborate with product, analytics, UX research, design, and marketing teams to optimize user journeys, drive personalized experiences, and support omni-channel marketing capabilities.
Responsibilities
Required qualifications, capabilities and skills
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
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 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 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.
Become an integral part of the Wealth Management Digital Marketing team, focusing on public site new client acquisition strategy across chase.com and jpmorgan.com. This role is responsible for developing and executing strategies to acquire new Wealth Management clients and deepen relationships with existing non-Wealth clients from multiple lines of business. The ideal candidate will possess a robust background in digital marketing, showcasing innovation in crafting new digital marketing strategies and tactics.
As an Associate within Wealth Management you will collaborate with product, analytics, UX research, design, and marketing teams to optimize user journeys, drive personalized experiences, and support omni-channel marketing capabilities.
Responsibilities
- Develop and manage data-driven acquisition strategies for secure web and mobile app experiences, focusing on account opening and lead generation within authenticated channels.
- Support engagement and deepening initiatives to retain and grow the existing client base, leveraging personalized content and targeted marketing tactics.
- Partner with product, analytics, and UX research teams to identify opportunities for growth and measure the impact of acquisition and engagement initiatives.
- Analyze and map authenticated user journeys to identify friction points and opportunities for improvement, utilizing research, testing, and data analysis.
- Collaborate with the Marketing Experimentation Lead to design, execute, and analyze experiments aimed at improving acquisition, engagement, and retention within secure channels.
- Drive the strategy and execution of personalized experiences, leveraging data and insights to deliver relevant content, offers, and nudges to clients.
- Support the development and optimization of omni-channel marketing capabilities, ensuring seamless integration of messaging and experiences across web, mobile, and other digital touchpoints.
- Passionate about digital strategy, client acquisition, and engagement within secure digital channels.
- Demonstrates strong analytical thinking and curiosity, using data to inform decisions and uncover new opportunities.
- Experience in developing or refining new (experimentation) concepts, learning from and socializing results, and iterating quickly.
- Ability to think through user journeys and is focused on improving authenticated site experiences, always keeping the client at the center of every solution.
Required qualifications, capabilities and skills
- Bachelor's degree in Marketing, Business, Analytics, or a related field.
- Experience in digital marketing, acquisition or engagement strategy, personalization, or user experience optimization within secure web or mobile app environments.
- Strong analytical skills and proficiency in data analysis tools (e.g., Adobe Analytics, Google Analytics, Tableau).
- Excellent executive communication, presentation, and collaboration skills.
- Ability to manage partners, multiple projects, and meet deadlines in a fast-paced environment.
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
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 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 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.
Top Skills
Adobe Analytics
Google Analytics
Tableau
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