Location: NY, United States

Job Description

 

As an Executive Director, Digital Marketing Client Acquisition & Deepening, you will play a pivotal role in accelerating growth for our Wealth Management business by leading data-driven client acquisition and deepening for J.P. Morgan Self-Directed Investing. You will be responsible for setting the strategy and owning end-to-end marketing roadmaps across offers, lead generation, and direct responsedeveloping, executing, measuring, and optimizing programs to improve funnel performance and client quality. This includes building business cases and securing funding, managing budgets and forecasts, driving a rigorous test-and-learn agenda, partnering closely with Product, Finance, Digital, Analytics, and Creative teams, and sharing performance insights with senior leaders across JPMorganChase while leading and coaching a high-performing team.

 

The Wealth Management business is a focused area of growth for the firm, and we are in search of a proven, performance marketing leader. This role will be responsible for data-led new client acquisition and existing client deepening marketing programs for J.P. Morgan Self-Directed Investing.

 

Job Responsibilities

 

• Develop & maintain deep familiarity of the Wealth Management business, customer behaviors and competitive product landscape to understand best practices in the offer, lead generation & direct response marketing discipline
• Partner with segment marketing leaders, product partners on the product value proposition, the customer funnel, and influence the messaging strategy with a view of direct response best practices, while aligning with broader brand guidelines
• Develop and manage the strategic planning and prioritization process for the offer/lead generation roadmap, including identifying new enhancements, working with Finance, Digital, and Analytics to estimate value, and continuously reprioritize investments to maximize profitable growth
• Identify and prioritize opportunities
• Build the business case and secure funding as part of the budgeting process
• Ensure thorough measurement learnings in close collaboration with Analytics and distill key insights
• Refine priorities and strategy based on learnings to share key updates with senior management
• Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
• Partner with Analytics and Digital teams to understand endtoend program performance across traffic, engagement, conversion and account/customer quality metrics
• Formulate hypotheses and drive a rigorous, prioritized, datadriven test and learn work stream, focused on improving the customer experience and conversion funnel in-branch and digital
• Responsible for monthly performance reviews of the financial investment, including analyses of budget vs. forecast, reinvestment and reprioritization recommendations to maximize value; facilitate transparent shareouts with key stakeholders

 

Required qualifications, skills, and capabilities

• 4 year degree in Marketing, Advertising, Analytics, or Finance
• 10+ years of marketing experience with expertise in digital conversion strategies and innovation, especially within paid channels
• Wealth Management industry experience
• 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 Teams, Excel and Power Point

Executive Director, Digital Marketing Client Acquisition & Deepening: Online Investing