We are in search of a proven, performance marketer responsible for driving incremental high-quality customer growth for the wealth management business through lead generation, customer acquisition & deepening initiatives.
The Wealth Management business is a focused area of growth for the firm, and this role will be responsible for driving customer acquisition through paid channels and refer-a-friend for all USWM products.
This Vice President will be responsible for developing, implementing, analyzing and reporting on marketing strategies to acquire customers for J. P. Morgan and Chase wealth management offerings. This includes working with product owners to develop growth initiatives through Chase owned properties (Chase.com and Chase mobile app), Email, Display, Paid Search, SEO, Affiliates, and Social Media. The candidate will be responsible for developing and handing off campaign requirements to execution team and creating testing plans to establish learnings to inform offer, universe targeting, creative, conversion funnel improvement testing and understanding how to effectively invest marketing dollars.
The ideal candidate will have an extensive background in digital marketing, have demonstrated innovation in creating new digital marketing strategies and tactics, and have strong execution skills.
The role will require close partnership and integration with segment marketing teams, data & analytics, finance, channel/product owners and the consumer bank and card portfolio growth teams. This is a highly-visible strategic role with significant interaction with cross-functional teams and leaders across the firm.
The role will report to the Head of Wealth Management Acquisition and Digital Sales.
Key Responsibilities
Collaborate with segment marketing teams and finance partners to establish marketing goals and develop strategic and tactical plans to achieve them
Drive data-driven testing discipline and expansion / innovation
Track and review campaign performance and generate recommendations based on learnings, established best practices and competitive landscape
Act as a subject-matter expert with segment marketing teams, product partners and on cross functional projects
Develop & maintain deep understanding of the WM business, customer behaviors and competitive product landscape to understand best practices in the offer, lead generation & direct response marketing discipline
Manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced dynamic environment
Develop and maintain testing and optimization roadmaps for acquisition marketing across segments and channels
Coordinate and execute enhancements and tests with internal Chase teams and third party vendors
Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
Develop strategy for channel investment across owned, paid, digital and print channels - building the business case, and optimizing/scaling based on key learnings
Responsible for performance reviews of the financial investment, including analyses of budget vs forecast
Be a customer advocate - champion consistent and seamless user experiences across all assets and channels
Qualifications
The right person for this role:
Is data driven and analytical, while also being a creative thinker
Is focused on how marketing drives quantifiable business results
Is a fantastic partner who leads through strong collaboration
Is highly curious and never settles for good enough
Is vigorous and thorough in their management of details
Has the proven ability to take initiative, influence others, and achieve results
Loves testing, learning, and taking calculated risks
Constantly pushes boundaries of "what could be" to drive innovation
Always focuses on the big picture, considering impacts outside their given initiatives
Additional Requirements:
4 year degree in Marketing, Advertising, Analytics, or Finance
8+ years of marketing experience with expertise in digital conversion strategies and innovation
Financial services industry experience a plus
Excels at managing multiple initiatives simultaneously within tight deadlines
Strong analytical, problem solving and planning skills, with the ability identify and recommend new opportunities is desired
Experience in measurement of media channels to understand efficacy and determine incrementality
Working knowledge of content management tools and mobile technology
Working knowledge of web analytics and ad serving engines
Skilled and comfortable at working in a highly matrixed organization
Experienced manager of marketing budgets, forecasts, and expected returns
Comfortable with continuously changing priorities
Excellent written and verbal presentation skills
Highly proficient in Microsoft Excel and Power Point
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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.