Senior Associate, Strategy – J.P. Morgan Self-Directed Investing

JPMorgan Chase & Co. • New York, NY

5d

About The Position

As a Senior Associate, you will play a pivotal role in shaping the future of our online investing platform by driving new customer growth through innovative strategies. You will be responsible for developing, implementing, analyzing, and reporting on marketing initiatives to acquire new customers for J.P. Morgan Self-Directed Investing. This includes leading strategic initiatives, developing promotional offers and campaigns, managing acquisition budgets, conducting customer analyses, and working cross-functionally to advance growth initiatives through digital channels.
The ideal candidate will possess a strong analytical mindset and be an excellent communicator, capable of crafting compelling narratives and delivering high-impact presentations.
This is a highly visible role with significant interaction with cross-functional teams and leaders across the firm. It requires close partnership and integration with product marketing, analytics, product owners, finance, and cross-line-of-business growth teams. The role reports to the Head of Acquisition Marketing for J.P. Morgan Self-Directed Investing.
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Requirements

• 4+ years of experience in strategy, management consulting, digital marketing, or product strategy.
• Bachelor’s degree required; MBA or advanced degree preferred.
• Strong analytical, planning, and project management skills; comfortable managing multiple initiatives simultaneously.
• Highly proficient in Microsoft Excel and PowerPoint, with demonstrated ability to create impactful presentations for senior audiences.
• Excels at managing multiple initiatives simultaneously within tight deadlines.
• Skilled and comfortable working in a highly matrixed organization.
• Excellent written and verbal presentation skills.

Nice To Haves

• Financial services industry experience is a plus.

Responsibilities

• Lead the development and execution of innovative marketing strategies to acquire new customers for our online investing platform.
• Collaborate cross-functionally with product, analytics, finance, and creative teams to drive strategic initiatives.
• Tackle business problems, formulate hypotheses, and design rigorous test-and-learn roadmaps.
• Champion seamless and consistent customer experiences across digital and in-branch channels.
• Build business cases and secure funding for growth programs.
• Analyze customer behaviors, market trends, and program performance to identify new opportunities.
• Develop and deliver executive-level presentations that distill complex analyses into clear, actionable recommendations.
• Present key findings and strategic updates to senior management and stakeholders.

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: Mid Level