Vice President, Advice Acquisition & Lead Strategy

Job Description

As Vice President, Advice Acquisition & Lead Strategy on JPMorgan Wealth Management Marketing & Acquisitions team, you will lead the development, implementation, and analysis of strategies to identify, manage, and convert prospects through the sales funnel. You will drive sales optimization, support field enablement, and facilitate business development via new client acquisition. You will collaborate closely with Data & Analytics, Digital, Finance, Channel/Product owners, and Product Marketing teams in a highly visible role.

Job Responsibilities:

• Lead the prioritization, ideation, and go-to-market execution of lead funnel optimization programs
• Analyze end-to-end performance and learnings from lead programs with Data & Analytics teams
• Collaborate with Product Marketing, Field Strategy, and Finance to align plans with business priorities
• Develop executive-level presentations to secure stakeholder alignment
• Forecast annual business and budget, incorporating historical performance and growth targets
• Track key milestones and outstanding action plans, ensuring timely delivery or escalation
• Manage multiple initiatives to completion under tight deadlines
• Optimize sales practices and support field enablement for new client acquisition
• Distill workstream statuses and performance data into impactful presentations
• Balance multiple strategic initiatives and stakeholder needs simultaneously
• Facilitate business development through innovative client acquisition strategies

Required qualifications, capabilities, and skills:

• Demonstrate 5+ years of relevant experience in performance marketing, strategy, management consulting, or project management
• Communicate and negotiate effectively with experience presenting to senior leaders
• Apply advanced analytical, problem-solving, and planning skills to identify new opportunities
• Manage multiple complex initiatives concurrently with strong project management skills
• Display proficiency in Microsoft Excel and expertise in creating impactful PowerPoint presentations
• Operate effectively within a highly matrixed organization
• Exhibit excellent written and verbal presentation skills

Preferred qualifications, capabilities, and skills:

• Bachelor’s Degree in related field
• Bring experience in performance and digital marketing, strategy, management consulting, or project management
• Demonstrate B2C marketing experience
• Showcase financial services industry experience
• Illustrate experience supporting business development in a fast-paced environment
• Highlight success in collaborating with cross-functional teams

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.