Managing Director, Head of Private Client Segment Marketing

Job Description

Join a marketing team shaping how affluent clients experience Chase Private Client across every touchpoint. You will help define what the program stands for, how it shows up in branches and digital channels, and how clients engage over time. Working closely with partners across marketing, product, analytics, and frontline teams, you will translate insights into clear messaging and coordinated go-to-market plans. If you enjoy building premium experiences that are measurable and customer-centered, this role offers broad scope and visibility.

As a Managing Director, Head of Private Client Segment Marketing in Chase Consumer Bank, you set the end-to-end segment marketing strategy for Chase Private Client and JPMorgan Private Client, including positioning, product marketing, content and social strategy, field enablement, onboarding and lifecycle engagement, and experiential marketing. You partner across lines of business and functions to align priorities, coordinate execution, and improve acquisition, activation, and deepening outcomes. You establish measurement approaches and operating rhythms that help teams learn, iterate, and deliver consistent experiences.

Job responsibilities

• Set and evolve the segment marketing strategy, positioning, value proposition, and messaging architecture for the Private Client membership tiers
• Translate client, competitive, and performance insights into clear strategic choices and a durable brand narrative
• Lead product marketing for membership benefits, features, and experiences, including launch planning and integrated go-to-market execution
• Partner with performance and channel marketing teams to align targeting and acquisition approaches to segment objectives
• Shape the in-branch experience across JPMorgan Financial Centers and affluent Chase branches, including merchandising standards, messaging, and premium materials
• Coordinate cross-functional reviews with legal, compliance, risk, operations, and procurement to support feasible, consistent, and compliant execution
• Set the content and social strategy, including editorial direction, voice and tone, content pillars, and integration with broader media plans
• Design onboarding and ongoing lifecycle engagement strategies across digital and human touchpoints to support activation, retention, and deepening
• Build field marketing and enablement programs (playbooks, toolkits, talking points, local activation support) for bankers and client-facing teams
• Own the experiential and event marketing strategy, including signature moments and integration with invitations, segmentation, follow-up, and measurement
• Define success metrics and reporting with data & analytics, and manage budget planning and ROI discipline across initiatives

Required qualifications, capabilities, and skills 

• 10 years of experience in marketing, including segment marketing, brand strategy, or product marketing in a consumer financial services or similarly regulated environment
• 5 years of experience leading teams and influencing cross-functional stakeholders in a matrixed organization
• Experience building integrated go-to-market plans across channels (digital, branch/field, content, and paid/owned/earned touchpoints)
• Experience developing positioning, messaging, and brand narratives grounded in customer insights and competitive context
• Experience designing or managing lifecycle marketing (onboarding, engagement, retention) with measurable outcomes
• Ability to define success metrics, interpret performance data, and apply test-and-learn practices to improve marketing outcomes
• Bachelor’s degree or equivalent practical experience

Preferred qualifications, capabilities, and skills

• Experience marketing to affluent or wealth segments, including premium service models and relationship-led engagement
• Experience with in-branch merchandising and experience design, including standards and operationalization across locations
• Experience designing experiential or event programs tied to segmentation, follow-up journeys, and measurement
• Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
• Judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit
• Experience building content “systems” (editorial frameworks, reusable assets, governance) that support acquisition and lifecycle engagement
• Experience partnering closely with legal, compliance, and risk teams to support review-ready marketing deliverables

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.