The Challenge
JPMorgan Asset Management needs you to own institutional advisor channel marketing from strategy to execution. You'll build integrated campaigns across web, social, events, and digital platforms that drive advisor adoption of JPM investment solutions in a complex, matrixed organization.
Your Mission
Map the institutional advisor client journey and identify 3-5 high-impact campaign opportunities aligned with sales priorities
Launch one integrated cross-channel campaign (email, web, social, event) targeting a key advisor segment with baseline metrics established
Build stakeholder relationships across Sales, Centers of Excellence, and regional teams; establish weekly/bi-weekly sync cadence
Audit current marketing tech stack and BI tools; recommend data infrastructure improvements to track ROI and optimize campaigns
Execute 4-6 targeted campaign cycles with documented ROI lift; scale winning approaches across multiple advisor segments
Design and launch 2-3 new digital client journeys with conversion tracking and A/B testing framework in place
Establish quarterly business reviews with sales leadership showing pipeline influenced, engagement metrics, and marketing contribution to revenue
Create experimental testing roadmap; run 8-10 controlled tests on messaging, channels, or offers with clear winner/loser decisions
KPIs You'll Own
Campaign ROI
Track cost per engaged advisor, conversion rates by campaign, and influence on pipeline/closed deals attributed to marketing.
Digital Engagement Rate
Monitor email open/click rates, web session quality, social reach/engagement, and time-on-page across digital touchpoints.
Advisor Adoption/Penetration
Measure percent of target advisor segment engaged with JPM solutions, product awareness lift, and recommendation frequency.
Cross-functional Collaboration Score
Track campaign execution speed, stakeholder feedback sentiment, and alignment on shared KPIs across business lines.
Tools & Stack
Your Team
Your Manager
Head of U.S. Advisor Marketing
Current Team
Part of U.S. Advisor Marketing team; cross-functional collaboration with Sales, National Accounts, and Centers of Excellence
Backfill or new expansion role not specified
The Package
Salary
$180K-$240K base
Variable
Commission-based pay and/or discretionary incentive compensation (amount not disclosed)
Remote
On-site, New York, NY
Benefits & Perks
Company Intelligence
JPMorgan Chase is a 200+ year old global financial institution serving millions of consumers, small businesses, and institutional clients. They're a leader in investment banking, consumer banking, commercial banking, transaction processing, and asset management. JPMorgan Asset Management specifically helps clients achieve investment objectives through strategic perspective and integrated solutions.
Customers
Millions of consumers, small businesses, Fortune 500 corporates, institutional investors, government clients
Is This Role For You?
- You've led B2B marketing campaigns in financial services or asset management and know how to influence advisor/institutional buyer behavior
- You're comfortable owning strategy AND execution-writing the campaign brief, then ensuring the web team ships it on time
- You thrive in matrixed environments and can build credibility with people across regions, sales teams, and business lines who don't report to you
- You're data-obsessed; you run tests, measure ROI ruthlessly, and kill things that don't work
- You've only done consumer marketing or direct-to-advisor content; you need experience in B2B/institutional sales motion and long deal cycles
- You need full autonomy and can't navigate complex stakeholder dynamics or influence without direct authority
- You're not comfortable with 100% on-site work in NYC or you need a startup-like pace-JPMorgan is structured and deliberate
Interview Process
Phone screen with recruiter
Background, motivation, and marketing philosophy discussion
Hiring manager conversation
Deep dive into past campaigns, ROI measurement, and cross-functional collaboration examples
Cross-functional panel
Likely includes Head of U.S. Advisor Marketing, Sales leadership, and Centers of Excellence stakeholder
Case study or presentation
Design a campaign strategy for a specific advisor segment or investment solution (details shared during process)
Ready when you are
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.