Senior Investment Associate
Fairygodboss
The Acquisition & Lifecycle Marketing team partners across Asset Management channels to build more connected, insight-led marketing-bringing together strategy, data, and technology to improve outcomes and execution speed. We are hiring a digital-first marketer to help activate a new acquisition strategy focused on financial advisors, while also strengthening integrated marketing planning and implementation across channels. This is an individual contributor role requiring strong cross-functional leadership, comfort operating in ambiguity, and a passion for continuous learning. As the Digital Acquisition Senior Associate (US Advisor) within Asset & Wealth Management, you will launch and optimize a new advisor acquisition approach across key touchpoints-websites/landing pages, advisor/platform communications, webinars/events, and email-using a disciplined test-and-learn approach tied to measurable growth in new producers. You will drive acquisition activation, integrated communications, and marketing enablement initiatives across AM channels. Job Responsibilities Activate the new financial advisor acquisition strategy end-to-end (plan, launch, measure, optimize) across priority channels and platforms. Partner with channel stakeholders to develop segmentation, messaging, and journey approaches aligned to advisor needs and actions throughout the funnel. Improve website and landing page performance (with web/product partners) through testing roadmaps, content/messaging recommendations, and conversion insights. Lead advisor/platform communications and webinar/event marketing workflows in collaboration with internal partners-ensuring coordinated messaging and strong execution. Collaborate with marketing directors, copywriters, and stakeholders to create messaging that promotes investment solutions and thought leadership, and clearly articulates outcomes. Identify and manage initiatives that scale, drive efficiencies, and improve speed-to-market; implement best-practice protocols that raise execution quality. Own performance measurement for acquisition initiatives and related KPIs; translate data into insights and clear recommendations for stakeholders. Leverage marketing technology to improve processes and productivity, including automation and personalization opportunities; represent the marketer's perspective in tech initiatives. Required Qualifications, Capabilities, and Skills 5+ years of relevant marketing experience (flexible depending on demonstrated scope and impact). Demonstrated acquisition marketing and/or lifecycle marketing capability, with comfort driving performance through testing and optimization. Strong analytical orientation: able to define KPIs, interpret performance, and turn insights into actions. Strong project management and operating rigor: exceptional attention to detail, ability to manage multiple workstreams, and comfort shifting priorities quickly. Excellent written and verbal communication skills; able to build credibility and influence across a matrixed organization. Experience with MarTech and marketing workflow tools, including Salesforce Marketing Cloud and Workfront. Strong risk and controls mindset. Preferred Qualifications, Capabilities, and Skills Experience marketing to financial advisors and/or working in intermediary distribution contexts. Familiarity with website testing and personalization tools (e.g., Adobe Target). Exposure to marketing automation and/or AI-enabled workflows (e.g., journey automation, experimentation acceleration, content operations automation). Consumer marketing background a plus. ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
$77k - $214k
...way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and...SeniorFull timeH1b$120k - $150k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates... ...in the U.S., Europe and Asia. This Associate role will support the development and implementation... ...and status update materials for senior managementRepresent the firm in selected...SeniorTemporary workLocal areaWorldwide- Elevate seeks a Senior Associate, Investments to join its NYC-area investments team. You will own the development and maintenance of complex financial models, support project and corporate financing efforts, and manage due diligence for banks and investors. The role demands...Senior
- Company Ventures in New York is seeking a senior investment professional to specialize at the frontier of AI. You will source, diligence, model, and help make investment decisions with AI as your area of depth. You will be embedded with the full investment team from day...Senior
- Fiduciary Trust International seeks a Sr. Investment Associate to support Portfolio Managers in delivering investment management solutions and maintaining high-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting...Senior
- Alexander Chapman, a global insurance group, seeks two investment professionals in New York—one senior in Fixed Income and one in Alternative Investments. You will shape asset allocation, portfolio construction, and investment strategy within insurance portfolios, collaborating...Senior
- 1823 Partners New York, NY is seeking a Sr Associate on the Real Estate Investing team to support underwriting, financial modeling and due diligence across U.S. commercial real estate debt investments. The role offers broad exposure to opportunistic real estate credit...Senior
- Prime Finance, a premier CRE credit investment platform, seeks a Sr. Associate for CMBS Investments to lead underwriting, structuring and asset management activities. You will review loan summaries, analyze cash flows, and coordinate due diligence with lenders and service...Senior
- Goldman Sachs, based in New York, seeks an Investment professional for the Sustainable Investing Group to source, evaluate and structure investments in climate transition and inclusive growth opportunities. You will lead due diligence, develop investment theses, perform...Senior
$225k
Seeking a highly motivated mid-level or senior associate with at least 4-7 years of experience to join our private funds practice. The ideal... ...equity and hedge funds, as well as experience with co-investments, secondary transactions, and GP-led liquidity solutions, including...SeniorHourly payPrivate practice- A NYC based Private Equity Firm seeks a highly motivated Senior Analyst/Associate for their Acquisitions Team. This role involves managing transactions, performing financial analysis, and preparing committee reports. Suitable candidates have over a year of relevant experience...Senior
$345k
...Job Description Job Description Investment Funds - Senior Associate or Counsel New York 5 year plus $345,000 plus Market Leading Bonuses Are you an Investment Funds Senior Associate Or Counsel? Do you act as a key member of your deals team and have...SeniorWork at office$110k - $225k
...StatesSalary: $110,000.00 - $225,000.00Category: Banking & International, Investment Banking, Entry LevelCompany: CitiCiti is looking for a driven and analytically minded Investment Banking Senior Analyst or Associate to join its Debt Capital Markets (DCM) team, supporting complex...SeniorFull time- ...Line of Business:TD WealthJob Description:The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager... ...conform to all legal and regulatory requirements and guidelines associated with FINRA, SEC and TD BankEnsures only approved products...SeniorFull timeLocal areaWork from homeFlexible hours
$175k - $225k
...New York, New York, United StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital...SeniorFull time$175k - $225k
...: New York, New York, United StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets...SeniorFull time$175k - $225k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering... ...primary coverage areas. We maintain deep, senior-level relationships with major strategic... ...generation and the execution of M&A transactions.Associates are afforded meaningful responsibility...SeniorFull time$175k - $225k
...New York, New York, United StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiCiti is seeking a Senior Associate to join its Investment Banking team, where you will serve as a strategic advisor to clients across capital...SeniorFull timeWork at officeRemote work$200k
...description:Responsible for providing client relationship management and investment banking services including strategic advisory services to... ...institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate...SeniorFull timePart timeBank staffShift workDay shift$200k - $225k
...99108091264Posted: 2026-08-12Location: New York, New York, United StatesCategory: Investment BankingCompany: CitiCitigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, New York location.Duties: Develop various types of financial models...SeniorFull timeRemote work$225k - $275k
...Investment Banking GII Senior Associate / Vice President New York, NY Pay Range The pay range for this position at commencement of employment is expected to be between $225,000 and $275,000 per year. Responsibilities Deal Execution: Work closely with clients...SeniorRelocation package- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...Senior
- A leading financial services firm is in search of experienced Registered Investment Advisors (RIAs) to manage client assets exceeding $30 million. This commission-based role allows independent advisors to remain in their current location while benefiting from extensive...Senior
- ...managers, investors, operators, and analysts through real deal flow, institutional-grade frameworks, and curated relationships. Senior Investment Advisors represent a top-tier role within the ecosystem—providing high-level investment, capital markets, and strategic...SeniorHourly payFor contractors
- A private capital ecosystem firm seeks experienced Senior Investment Advisors to provide strategic advisory services across investment strategies and deal structures. As independent contractors, advisors will guide fund managers and investors through high-level decision...SeniorFor contractors
- MFS Investment Management seeks a Senior Regional Consultant in New York to drive sales through financial intermediaries across Broker-Dealer, Regional, Independent and Bank channels. You will develop regional strategies, collaborate with Sales, Client Service, Product...Senior
- Location: New YorkDepartment: Investment ProfessionalsExperience Level: Experience ProfessionalsContact: Peter AppelJob ID: REQ8501Job Title: Senior Credit Analyst - High Yield Healthcare (7+ Years Experience)About the Role:We are seeking a seasoned Senior Credit Analyst...Senior
- A private capital advisory firm in New York seeks Senior Investment Advisors to provide strategic guidance and capital advisory support. This independent contractor role offers flexible compensation ranging from $200 to $500 per hour, based on experience and scope. Ideal...SeniorHourly payFor contractorsFlexible hours
- ...managers, investors, operators, and analysts through curated deal flow, institutional frameworks, and networked relationships. Senior Investment Advisors are a top-tier segment of our ecosystem—providing strategic, high-impact guidance to sponsors, funds, and investors,...SeniorHourly payFor contractors
$200k - $250k
...Position Summary Guggenheim Securities (“GS”) is seeking an exceptional Senior Associate or Junior Vice President to join its Power, Utilities and Renewables Investment Banking team in New York. The team engages in M&A and capital‑raising assignments for companies...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Associate. Be the first to apply!
- investment consultant New York, NY
- senior investment advisor New York, NY
- investment operations associate New York, NY
- registered investment advisor New York, NY
- real estate investment associate New York, NY
- investment advisor New York, NY
- senior technical analyst New York, NY
- senior associate attorney New York, NY
- senior developer New York, NY
- senior bridge engineer New York, NY


