J.P. Morgan Wealth Management - Executive Director - Workplace Reinvestment Lead

JPMorgan Chase & Co. • New York, NY

12d

About The Position

At J.P. Morgan Wealth Management, we empower clients throughout their wealth
journey, adapting to their evolving needs with precision and care. Our goal is
to deliver the best advice and service across each of our sales channels,
leveraging innovation and deep expertise.

We are seeking a dynamic Executive Director to design and implement innovative
B2B2C client acquisition tactics and asset gathering techniques within our JP
Morgan Wealth Management Workplace Strategies team. This is a unique opportunity
for a proven leader who thrives on building new experiences and capabilities,
and reengineering established processes and technology to deliver services
through employer benefits programs. The ideal candidate will have a deep
background in wealth management, business development, and product management,
with demonstrated leadership, strategic thinking, influence, and complex
problem-solving skills.

The role involves designing and implementing innovative client acquisition
tactics and asset gathering techniques through Business-to-Business-to-Consumer
strategies. The position requires a candidate with a strong background in wealth
management, business development, and product management, along with leadership,
strategic thinking, influence, and problem-solving skills. The job offers the
opportunity to build new experiences and capabilities and to reengineer
processes and technology for delivering services through employer benefits
programs.

As an Executive Director on the Acquisitions & Workplace Strategies team , you
will drive enterprise transformation, collaborate with senior leaders, and lead
initiatives that enable client acquisition and asset gathering from workplace
business to business to consumer (B2B2C) products such as equity compensation,
retirement, banking and financial wellness. We offer a culture of excellence,
opportunities for advancement, and the resources to realize your vision.

Requirements

• 12+ years’ experience and deep expertise in wealth management/investments and broker-dealer regulatory landscape.
• Proven product management experience and skills: defining roadmaps, writing requirements, mapping business processes and user journeys, prototyping, prioritizing backlogs, managing complex dependencies, and driving agile delivery (JIRA, Confluence, AI tools).
• Strong knowledge of advisor & banker workflows, CRM platforms (Salesforce), BI/analytics tools (Tableau), and automation technologies.
• Demonstrated ability to influence and communicate with C-suite/senior stakeholders, simplifying complexity, and translating concepts and solutions into business value.
• Exceptional communicator with strong leadership presence, skilled at navigating complex organizations and building consensus among stakeholders with diverse opinions.
• Experience building and developing high-performing teams.
• Highly self-motivated, structured thinker and problem solver, and effective in translating ambiguity into tangible action plans.
• Thrives at operating in a dynamic, fast-paced environment.
• Detailed oriented facts and number based leader with excellent written documentation discipline.
• Bachelor’s degree required;

Nice To Haves

• MBA preferred.

Responsibilities

• Define and execute a multi-year roadmap for client acquisition and deepening capabilities from existing and emerging workplace products, in an accelerated time frame.
• Lead business analysis, user journey design, and requirements definition across multiple products, stakeholders, and LOBs.
• Collaborate, influence, and negotiate with cross functional teams to define solutions to problems, remove obstacles, manage dependencies, and deliver high-impact user experiences.
• Establish and lead executive leadership forums for prioritization, decision-making, alignment, and risk assessment.
• Analyze data, market trends, user behavior, and emerging technologies to uncover insights and generate ideas for continuous improvement.
• Drive change management efforts, including legal, regulatory, and control assessments, communications, and governance activities.
• Drive go-to-market activities, including testing, pilots, national rollouts, training, and reporting to measure success.
• Build, develop, and lead high-performing teams, fostering collaboration, teamwork, and strong relationships to manage dependencies across other teams and LOBs.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees