Bulge Bracket Investment Banks

Posted 14 days ago

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**Managing Director, Head of Private Client Segment Marketing** - Strategize & execute marketing for Chase Private Client, spanning positioning, product, content, branches, events, & data analytics. - 10+ years in marketing, 5+ years leading cross-functional teams in consumer finance or regulated environments. - Proven expertise in brand strategy, lifecycle marketing, integrated go-to-market plans, & data-driven optimization. - Preferred: Affluent marketing experience, AI-driven productivity, branch merchandising, & event strategy. - Based in New York, NY.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Join a marketing team shaping how affluent clients experience Chase Private Client across every touchpoint. You will help define what the program stands for, how it shows up in branches and digital channels, and how clients engage over time. Working closely with partners across marketing, product, analytics, and frontline teams, you will translate insights into clear messaging and coordinated go-to-market plans. If you enjoy building premium experiences that are measurable and customer-centered, this role offers broad scope and visibility.

As a Managing Director, Head of Private Client Segment Marketing in Chase Consumer Bank, you set the end-to-end segment marketing strategy for Chase Private Client and JPMorgan Private Client, including positioning, product marketing, content and social strategy, field enablement, onboarding and lifecycle engagement, and experiential marketing. You partner across lines of business and functions to align priorities, coordinate execution, and improve acquisition, activation, and deepening outcomes. You establish measurement approaches and operating rhythms that help teams learn, iterate, and deliver consistent experiences.

Job responsibilities

Set and evolve the segment marketing strategy, positioning, value proposition, and messaging architecture for the Private Client membership tiers

Translate client, competitive, and performance insights into clear strategic choices and a durable brand narrative

Lead product marketing for membership benefits, features, and experiences, including launch planning and integrated go-to-market execution

Partner with performance and channel marketing teams to align targeting and acquisition approaches to segment objectives

Shape the in-branch experience across JPMorgan Financial Centers and affluent Chase branches, including merchandising standards, messaging, and premium materials

Coordinate cross-functional reviews with legal, compliance, risk, operations, and procurement to support feasible, consistent, and compliant execution

Set the content and social strategy, including editorial direction, voice and tone, content pillars, and integration with broader media plans

Design onboarding and ongoing lifecycle engagement strategies across digital and human touchpoints to support activation, retention, and deepening

Build field marketing and enablement programs (playbooks, toolkits, talking points, local activation support) for bankers and client-facing teams

Own the experiential and event marketing strategy, including signature moments and integration with invitations, segmentation, follow-up, and measurement

Define success metrics and reporting with data & analytics, and manage budget planning and ROI discipline across initiatives

Required qualifications, capabilities, and skills

10 years of experience in marketing, including segment marketing, brand strategy, or product marketing in a consumer financial services or similarly regulated environment

5 years of experience leading teams and influencing cross-functional stakeholders in a matrixed organization

Experience building integrated go-to-market plans across channels (digital, branch/field, content, and paid/owned/earned touchpoints)

Experience developing positioning, messaging, and brand narratives grounded in customer insights and competitive context

Experience designing or managing lifecycle marketing (onboarding, engagement, retention) with measurable outcomes

Ability to define success metrics, interpret performance data, and apply test-and-learn practices to improve marketing outcomes

Bachelors degree or equivalent practical experience

Preferred qualifications, capabilities, and skills

Experience marketing to affluent or wealth segments, including premium service models and relationship-led engagement

Experience with in-branch merchandising and experience design, including standards and operationalization across locations

Experience designing experiential or event programs tied to segmentation, follow-up journeys, and measurement

Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications

Judgment in applying AIknowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit

Experience building content systems (editorial frameworks, reusable assets, governance) that support acquisition and lifecycle engagement

Experience partnering closely with legal, compliance, and risk teams to support review-ready marketing deliverables

Lead segment marketing strategy for Chase Private Client, shaping brand, content, and client engagement.

Full Job Description