Bulge Bracket Investment Banks

Posted 5 days ago

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**Senior Marketing Strategy Associate, Affluent Branch Experience**: Lead sales enablement strategies and tools for JPMorgan Private Client, driving account growth. Strategize and build a cutting-edge sales enablement platform, empowering Private Client Bankers with personalized marketing materials and engagement tools. Partner with marketing, product, technology, and sales teams to integrate solutions into the existing CRM and mobile channels. Manage budgets and ROI for marketing initiatives. Requires a bachelor's degree, 4+ years of experience, proven leadership in cross-functional teams, and proficiency in Microsoft Excel and PowerPoint. Strong analytical, problem-solving, and communication skills crucial.

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

Full Job Description

Location: OH, United States

Drive incremental account growth for the Consumer Bank through sales enablement strategies and tools for JPMorgan Private Client. Build strong partnerships across marketing, product, technology, and sales teams.

As a Senior Marketing Strategy Associate within the Affluent Branch Experience team, you will be at the forefront of launching a cutting-edge sales enablement platform designed to empower Private Client Bankers with personalized, data-driven marketing materials and streamlined client engagement tools. You will support the strategy and initial build of this platform, driving adoption, optimization, and continuous innovation on an ongoing basis.

Job Responsibilities

Support the strategy and execution of the sales enablement platform, partnering across marketing, product, technology, and vendor teams to deliver a seamless, integrated experience for Private Client Bankers.

Develop and implement solutions that enable bankers to customize client materials, track engagement, and access insights in real time.

Champion adoption by enabling bankers to efficiently personalize pitchbooks, flyers, and other collateralreducing manual processes and increasing speed to market.

Collaborate with cross-functional stakeholders to gather feedback, analyze platform usage, and drive continuous optimization based on banker and client needs.

Oversee future integration with CRM, email, and mobile channels, ensuring a unified marketing and sales ecosystem.

Monitor industry trends and regulatory requirements to inform product and marketing strategy, ensuring compliance and relevance.

Required Qualifications, Capabilities, and Skills

Bachelors degree in marketing, business, product management, technology, or a related field

4+ years of experience in marketing, product management, or sales enablement, ideally within financial services or technology-driven organizations

Proven track record of leading cross-functional teams and delivering innovative digital solutions

Experience launching and optimizing digital platforms or tools for sales or client engagement

Strong analytical, strategic planning, and problem-solving skills

Demonstrated ability to drive adoption and change management for new technologies or platforms

Expertise in campaign management, customer engagement analytics, and performance measurement

Excellent written and verbal communication skills, including executive-level presentation abilities

High proficiency in Microsoft Excel and PowerPoint

Comfort working in a highly matrixed, fast-paced environment with shifting priorities

Experience managing budgets, forecasts, and ROI for marketing or product initiatives

Private Client Sales Enablement Platform for the Becoming a Customer team.

Full Job Description