Vice President, Advice Acquisition & Lead Strategy

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

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.

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