Associate, Marketing Strategy - Wealth Management Marketing
JPMorgan Chase & Co.
At JPMorganChase, we’re building modern, personalized ways for customers to invest and get advice—meeting them where they are across digital and in-branch experiences. As an Associate on our Consumer Advice growth marketing team, you’ll help accelerate new customer acquisition by turning insights into strategy, strategy into experiments, and experiments into measurable growth. If you’re energized by solving ambiguous problems, partnering across teams, and telling clear, compelling stories with data, this role offers the visibility, ownership, and impact to match. As an Associate on the Consumer Advice growth marketing team, you will help drive new customer acquisition for our digital Advice products through data-driven strategy and disciplined execution. You will develop, implement, measure, and communicate marketing initiatives that accelerate growth across digital channels, partnering closely with Product Marketing, Analytics, Product, Finance, and cross–line-of-business stakeholders. This role requires strong analytical problem-solving, structured project management, and the ability to translate insights into clear recommendations and executive-ready materials. The position is highly visible and involves frequent collaboration with partners and leaders across the firm. Job Responsibilities * Develop and execute customer acquisition strategies and campaigns for our digital investing/advice offerings, aligned to business goals and customer needs * Partner with Product, Product Marketing, Analytics, Finance, and Creative teams to shape and deliver cross-functional growth initiatives * Structure ambiguous business problems into hypotheses and design test-and-learn roadmaps (e.g., A/B testing, channel experimentation, funnel optimization) * Manage performance measurement and reporting, including budget stewardship, KPI tracking, and post-campaign readouts * Analyze customer behavior, acquisition funnels, market dynamics, and program results to identify opportunities and recommend optimizations * Support seamless and consistent customer experiences across digital and in-branch touchpoints, in partnership with channel and experience owners * Build business cases for new growth programs, including sizing, ROI expectations, and investment rationale * Prepare and deliver clear, concise updates and recommendations to senior stakeholders, translating complex analysis into actionable narratives Required Qualifications, Capabilities, and Skills * 3+ years of experience in strategy, management consulting, growth/digital marketing, product strategy, or a related role
- Bachelor’s degree required
- Strong analytical and problem-solving skills, with the ability to define
- MBA or other advanced degree
- Experience in financial services, consumer banking, investing, or fintech
- Experience with digital acquisition channels (e.g., paid media, SEO/SEM,
- ...and in-branch experiences. As an Associate on our Consumer Advice growth marketing team, you’ll help accelerate new... ...acquisition by turning insights into strategy, strategy into experiments, and... ...-solving, structured project management, and the ability to translate insights...Suggested
- Goldman Sachs is exhibiting a Portfolio Strategy Associate role in New York, where you will be supporting asset allocation analysis and investment strategy within the Asset & Wealth Management division. The position will involve quantitative research and collaboration...Suggested
- ...Description J.P. Morgan Asset & Wealth Management delivers industry-leading... ...and institutions with strategies and expertise that span the... ...and planning entry into new markets, to implementing organizational... ...Management Strategy, Associate within the Asset and Wealth...Suggested
- # Asset & Wealth Management, Portfolio Strategy, AssociateGoldman SachsAssociatePrivate EquityOn-siteLocationNew York, United StatesDate PostedJune... ...notifications when new job openings matching "Private Equity / Associate jobs in New York, United States" are published.## About...Suggested
- A leading financial services firm is seeking an Associate for its Asset Wealth Management Strategy team in New York. The successful candidate will be involved in strategic projects, conducting detailed analyses, and collaborating with senior management. A background in...Suggested
$100k - $160k
Asset & Wealth Management, Public Investing, Performance Strategy, Associate - New York New York, NY, United States Job Description Asset & Wealth Management Asset... ...asset management business and focuses on public markets across asset classes. The organization includes...Full timeTemporary workPart timeWork experience placementWork at office- A leading global financial firm is seeking a highly analytical Associate to join its Wealth Management team in New York. This pivotal role involves supporting growth strategies and conducting competitor research to influence business decisions. The ideal candidate has a...
- Goldman Sachs Bank AG is hiring an Associate in New York for the US events team within Private Wealth Management. This role focuses on the strategy and execution of US-based events aimed at high-net-worth individuals. The ideal candidate will have a Bachelor’s degree,...
- ...will provide a curious product marketer with the opportunity to create and take ownership of strategies, apply "big-picture" marketing... ...and clients. As the Senior Associate, Product Marketing Strategy within... ...proof points. Project-manage your book of work and proactively...
$225k
...Wealth Strategy Specialist – Responsibilities The Wealth Strategy Specialist distributes... ...satisfaction and driving growth of assets under management. Represent product distribution... ...Managers, Regional Rep counterparts, marketing, and internal resources to own the...$100k - $170k
...A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...funds, real estate managers, public equity strategies, fixed income strategies and ESG (... ...partnerships, co‑investments, secondary‑market investments and seed‑capital investments...Full timeTemporary workPart time$100k - $170k
...with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...managers, public equity strategies, fixed income strategies and... ..., co‑investments, secondary‑market investments and seed‑capital... ...Identification 170693 Job Category Associate Posting Date 05/18/2026, 05:...Full timeTemporary workPart timeWork at office$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...support Comprehensive Development Program Associates will participate in a robust training... ..., and financial management strategies A focus on client service excellence,...Temporary work$34.5k - $125k
...structured path to becoming a wealth manager through licensing and... ...progress tracking Financial Strategy Development: Understand clients... ...about new Wealth Management Associate jobs in New York, NY . New York... ...Wealth Management, Cross Markets Team, Associate - New York Asset...Full timeWork experience placementWork at officeLocal areaFlexible hours$115k - $125k
...Relationship Management Associate Blue Owl is a leading asset manager that... ...we invest across three multi-strategy platforms: Credit, Real... ...essential part of our Private Wealth team and tasked with accelerating... ...will partner with the Market Team to cultivate relationships...Permanent employmentWork at officeMonday to Friday$75k - $125k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients... ...on assisting in areas such as digital marketing, portfolio holdings and/or proposal... ...market stakeholders such as Practice Strategy Consultants and Branch Management...Temporary workWork experience placementLocal area- Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ, dedicated to building client relationships and developing customized financial strategies. This role emphasizes networking and client engagement within a supportive culture, committed to making...Flexible hours
- As a Managed Solutions Associate within the Managed Solutions Specialist Team, you... ...leverage global economic and market insights, formulate broad... ...(in Private Bank and U.S. Wealth Management) to understand respective... ...assets across all managed strategies. Job Responsibilities You’...Worldwide
$68k - $120k
Portfolio Management Associates provide exceptional service to our clients and... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...plans and investment strategies based on client goals. Leading... ...in depth understanding of market conditions, trends and overall...Temporary work$120k - $166k
Asset & Wealth Management - New York - Associate, Risk Governance - 9730155 New York, NY, United States Job Description... ...‑level risks across public markets within the Firm’s External... ...optimization and linear algebra to investment strategies and risk evaluation. Calculating...- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York GOLDMAN SACHS ALTERNATIVES Goldman Sachs Asset Management... ...significant cross-pollination across strategies - Direct Lending (middle market and large cap performing credit), Hybrid...Flexible hours
$120k - $166k
Asset & Wealth Management - New York - Associate, Risk Governance - 9730155 location_on New York, NY, United States... ...level risks across public markets within the Firm’s External Investing... ...and their application to investment strategies and risk evaluation; understanding...Full timeTemporary workWork at office$86k - $108k
FanDuel is seeking a Campaign Strategy Senior Associate to manage marketing campaigns in New York. You will lead strategy execution, collaborate with various teams, and optimize performance through data-driven insights. The ideal candidate will have 3+ years of marketing...$120k - $150k
Overview Join the Fund Management team within the Wealth Solutions platform as a key contributor... ..., operational strategy, and fund lifecycle management... ...group operating in 30 markets with 57 years of unbroken... ...profitability. Role As an Associate, you will serve as an integral...Temporary workWork from homeFlexible hours$75k - $125k
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial... ...assisting in areas such as digital marketing, portfolio holdings and/or proposal... ...market stakeholders such as Practice Strategy Consultants and Branch Management At...Temporary workWork experience placementLocal area- ...intelligence across the finance, operations and marketing functions. Loop deploys AI agents... ..., ranging from cutting edge big-tech, management consulting, investment banking among... ...Role: As a Product Operations & strategy associate in the Strategy & Operations charter of...
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management...
$118.25k - $162k
Job Duties Associate, Internal Product Specialists with... ...pitch books and other marketing materials focused on... ...field client questions on managers and fund investments,... ...performance, fund strategy, portfolio exposures,... ...distribution channels (Private Wealth Management, Third...- About Asset & Wealth Management Bringing together traditional and alternative investments, we... ...spanning traditional and alternative markets offering products and services Advisors... ...to help provide investment advice and strategies that make sense for their portfolios...
- Goldman Sachs Group, Inc. is looking for an Associate Strategist in Asset & Wealth Management in New York. In this role, you'll leverage your quantitative... ...environment, working with diverse teams to drive investment strategies. Responsibilities include researching and analyzing...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate, Marketing Strategy - Wealth Management Marketing. Be the first to apply!
- fraud associate New York, NY
- front desk associate New York, NY
- wealth strategy associate New York, NY
- associate counsel New York, NY
- process associate New York, NY
- remote associate New York, NY
- publishing associate New York, NY
- seasonal associate New York, NY
- community engagement associate New York, NY
- donor relations associate New York, NY


