JPMorgan Chase Wealth Management, Wealth Planning Marketing Manager, Vice President in New York, New York

Asset & Wealth Management

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2018.)

Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset & Wealth Management business is also guided by its strategic objective and business priorities.

Wealth Management

J.P. Morgan offers expertise across wealth management disciplines to help clients advance towards their goals. By consistently keeping our clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles. J.P. Morgan's wealth management and solutions are provided through the Private Bank and J.P. Morgan Securities Corporation.

  • Provides an exceptional breadth and depth of wealth management solutions, including investing, wealth structuring, capital advisory, philanthropy and banking

  • More than a century of experience helping the world's wealthiest individuals and their families grow, manage and sustain their wealth to ultimately leave a lasting legacy

Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.

J.P. Morgan Private Bank is the marketing name for the private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.

Position Description

The Wealth Planning program is designed to deliver industry leading insights to clients and prospects on the most relevant planning topics. We take an innovative digital-first approach to reaching our clients across all wealth segments. The team, working closely with the business and subject matter experts, is responsible for developing compelling, differentiated and digestible content on key topics across lines of business globally.

We are looking for a creative thinker and marketer to join the Wealth Management Insights & Intellectual Capital team in New York. The role is responsible for the strategy, development and launch of key initiatives as well as the management of existing programs.

Responsibilities include, but are not limited to:

  • Leverage both prior marketing experience and the latest attention grabbing techniques to design compelling and effective content to strengthen the Wealth Management Program brand

  • Identify opportunities to develop digital, print and video content based on strategic priorities, usage data analysis, market conditions using input from various stakeholders

  • Project manage the development of wealth planning thought leadership

  • Work with subject matter experts on the appropriate content strategy for new piece of content

  • Partner with distribution to understand the activation strategy and content needs for each component

  • Work closely with writers, designers, digital partners and compliance to deliver content aligned to the business need within established timeframes

  • Responsible for all quarterly and annual updates to existing planning content

  • Responsible for inventory management and ensuring ongoing compliance of all content

  • Develop relationships with key wealth planning subject matter experts to stay up to date on areas of focus

  • Interact with management and sales teams on the development of new ideas as well ongoing training

  • Maintain editorial calendar

Required Skills/Experience

A successful candidate will be a dedicated, driven professional looking to help develop and promote JP Morgan’s wealth planning thought leadership with a digital-first mindset. The role provides the opportunity to develop deep expertise in the wealth planning space, while gaining broad exposure across JPMC.

Key required skills and experience include:

  • A motivation to push the boundaries of what is possible in Asset and Wealth Management

  • Strong analytical, creative thinking and problem solving skills

  • Extensive experience in all content mediums – web, mobile, audio, video and social media channels

  • Exceptional project management skills

  • Superior writing, editing and presentation creation skills

  • The ability to turn complex topics and analysis into a simple and relatable messages

  • Strong work ethic and ability to drive initiatives independently

  • Willingness and ability to work as a team player and seeks feedback and socialization

  • Exceptional interpersonal and communications skills – ability to interact with senior executives


  • Bachelor’s degree

  • 7 to 10 years of experience in content strategy, development and activation

  • 2 to 5 years of experience in asset or wealth management marketing

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.