**Field Marketing Associate** at JPMorgan Chase Wealth Management brings advisors' stories to life via tailored marketing. This role manages advisor coverage, coordinates marketing materials, and provides data-driven insights. Successful candidates have a bachelor's degree and at least one year of marketing experience, with a knack for managing multiple workstreams and communicating effectively with various stakeholders. Familiarity with wealth management marketing and AI-enabled productivity tools are preferred.
Full Job Description
Location: New York, NY, United States
Join JPMorgan Chase Wealth Managements Field Marketing team and help bring advisors stories to life through high-quality, personalized marketing. Youll partner with advisors and internal marketing teams to deliver materials that support client engagement and business growth. Well value your organization, curiosity, and ability to balance day-to-day service with longer-term projects. If you enjoy working with people, details, and data, this role offers hands-on learning in wealth management marketing.
As a Field Marketing Associate in JPMorgan Chase Wealth Management, you support advisors and their teams by coordinating personalized marketing materials and providing data-informed insights that improve the advisor experience. You work closely with partners across marketing (including digital, social, content, and communications) to deliver timely, accurate materials and reporting. You balance recurring advisor support with project work that helps the team improve programs and processes.
Job responsibilities
Manage assigned advisor coverage within one or more advisor channels, supporting a consistent service modelPartner with advisors to conduct marketing consultations, share resources, and provide tool and material guidanceCompile advisor business statistics and marketing history to prepare for meetings and follow-upsMaintain intake records, regional files, and supporting documentation to keep information organized and accessibleTrack advisor and team marketing assets (e.g., biographies, headshots, websites, pitchbooks, brochures) and support timely updates and recertificationsSupport measurement and reporting by collecting, organizing, and validating metrics used in dashboards and management updatesAssist with audits, data quality checks, and recordkeeping to improve accuracy and readinessCoordinate collateral workflows by tracking items in process through completion, including inventory and order managementContribute to team projects that improve processes, programs, and advisor experienceRequired qualifications, capabilities, and skills
Bachelors degreeAt least 1 year of marketing experience (including internships or entry-level roles)Experience managing multiple workstreams with attention to detail and clear follow-throughAbility to communicate effectively with advisors, support staff, business partners, and marketing stakeholdersAbility to prepare meeting materials and organize information in a structured, consistent wayComfort working with metrics and operational reporting (e.g., trackers, dashboards, recurring updates)Openness to feedback and ability to incorporate input into future workPreferred qualifications, capabilities, and skills
Experience supporting an advisor channel and/or wealth management marketingFamiliarity with creating or coordinating personalized marketing collateral (bios, pitchbooks, brochures, websites)Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communicationsSound judgment in applying AIknowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fitExperience working with agency or vendor partners and coordinating deliverables across timelinesStrong working knowledge of reporting and documentation practices that support audits and recertification cycles Support advisors with personalized marketing and reporting that helps grow client relationships and the business. 
