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Vice President, Investment Product Marketing - Investment Solutions (Wealth Management)

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Vice President, Investment Product Marketing** | J.P. Morgan Wealth Management, New York, NY - Drive investment solutions' marketing end-to-end, from positioning to go-to-market execution across client and advisor channels. - Collaborate with product leaders, establish annual agendas, and translate research into actionable recommendations. - Develop client-centric value propositions, go-to-market plans, and drive content development and distribution. - Leverage AI tools, manage review requirements, and evaluate campaign performance to refine strategy. - 10+ years in financial services marketing, with 10+ years in investment product marketing, strong commercial & analytical skills. - Bachelor's degree required, advanced degree preferred.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Join J.P. Morgan Wealth Management and help shape how affluent, high net worth, and ultra-high net worth clients discover, understand, and engage with our investment solutions. This is a rare opportunity to sit at the intersection of investment strategy and marketing, where your work directly influences how clients protect, manage, and grow their wealth. You'll bring your expertise to a team that values bold thinking, deep collaboration, and meaningful impact.

As a Vice President, Investment Product Marketing at JPMorganChase within the Wealth Management Product Marketing team, you will own the end-to-end product marketing roadmap for Investment Solutions from positioning and messaging to go-to-market execution across client and advisor channels. You will serve as the strategic marketing partner to investment product leaders, mobilizing cross-functional marketing teams to deliver integrated programs that drive awareness, engagement, adoption, and business growth. Your work will directly shape how advisors and clients experience our investment capabilities and will play a meaningful role in deepening client relationships at scale.

 

Job responsibilities

  • Partner with Investment Solutions stakeholders to establish the annual product marketing agenda, focusing resources on opportunities with the greatest potential to deepen client relationships and accelerate business growth
  • Collaborate with investment product leaders and business-aligned marketing teams to connect product marketing priorities and plans to broader business objectives, product roadmaps, and market opportunities
  • Translate research, competitive intelligence, advisor feedback, and performance data into differentiated positioning, new marketing opportunities, and actionable recommendations for investment product partners
  • Develop the value proposition, narrative architecture, and proof points for investment solutions targeting affluent, high net worth, and ultra-high net worth clients and prospects clear, differentiated, and grounded in client needs
  • Build go-to-market plans for new capabilities, enhancements, and thematic campaigns (e.g., alternatives, income, diversification), defining target segments, key messages, channel strategy, and success metrics
  • Act as the primary marketing relationship for Investment Solutions product owners and senior subject-matter experts, connecting them to the right capabilities across marketing and content teams
  • Produce and oversee development of client-facing and advisor-enablement content across digital and print including toolkits, pitch decks, web journeys, emails, articles, and campaign assets
  • Coordinate across business-aligned marketing, delivery, engagement, field marketing, content, social media, and digital teams to align plans, sequence activity, and deliver cohesive product marketing programs
  • Partner closely with Legal, Compliance, and supervisory stakeholders to deliver compelling, accurate, and timely investment communications while managing review requirements and reputational risk
  • Leverage approved AI tools to accelerate content development and drive efficiencies across the marketing workflow
  • Establish key performance indicators, evaluate campaign and content performance, and use insights to refine strategy and improve measurable business outcomes
  •  

    Required qualifications, capabilities, and skills

  • Formal training or certification on Marketing Strategy & Management concepts and 10+ years applied experience
  • 10 years of marketing experience in financial services, with meaningful time in investment product marketing including wealth management, asset management, brokerage, or investing platforms
  • Demonstrated ability to build positioning, messaging, and go-to-market plans for investment products or platforms
  • Working knowledge of investment products, markets, portfolio construction, and the needs of affluent, high net worth, and ultra-high net worth clients
  • Demonstrated success operating in a complex, matrixed organization influencing without direct authority and building strong partnerships with senior stakeholders and cross-functional teams
  • Excellent writing and editorial judgment, with the ability to translate complex investment concepts into clear, client-ready language
  • Strong commercial judgment and analytical orientation, with the ability to connect marketing activity to client behavior, advisor adoption, and measurable business outcomes
  • Proven project and program management capability in a fast-moving, regulated environment
  • Bachelor's degree required
  •  

    Preferred qualifications, capabilities, and skills

  • Experience marketing alternative investment products to affluent or high net worth client segments
  • Familiarity with digital marketing platforms, marketing automation tools, and data-driven marketing approaches
  • Experience working within a wealth management or asset management environment serving ultra-high net worth clients
  • Advanced degree (MBA or equivalent) in Marketing, Finance, or a related field
  • Shape the future of wealth management lead investment product marketing strategy for affluent and high net worth clients.

    Vice President, Investment Product Marketing - Investment Solutions (Wealth Management)

    Compensation

    Not specified

    City: New York City

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    7 days ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    **Vice President, Investment Product Marketing** | J.P. Morgan Wealth Management, New York, NY - Drive investment solutions' marketing end-to-end, from positioning to go-to-market execution across client and advisor channels. - Collaborate with product leaders, establish annual agendas, and translate research into actionable recommendations. - Develop client-centric value propositions, go-to-market plans, and drive content development and distribution. - Leverage AI tools, manage review requirements, and evaluate campaign performance to refine strategy. - 10+ years in financial services marketing, with 10+ years in investment product marketing, strong commercial & analytical skills. - Bachelor's degree required, advanced degree preferred.

    Full Job Description

    Location: New York, NY, United States

    Join J.P. Morgan Wealth Management and help shape how affluent, high net worth, and ultra-high net worth clients discover, understand, and engage with our investment solutions. This is a rare opportunity to sit at the intersection of investment strategy and marketing, where your work directly influences how clients protect, manage, and grow their wealth. You'll bring your expertise to a team that values bold thinking, deep collaboration, and meaningful impact.

    As a Vice President, Investment Product Marketing at JPMorganChase within the Wealth Management Product Marketing team, you will own the end-to-end product marketing roadmap for Investment Solutions from positioning and messaging to go-to-market execution across client and advisor channels. You will serve as the strategic marketing partner to investment product leaders, mobilizing cross-functional marketing teams to deliver integrated programs that drive awareness, engagement, adoption, and business growth. Your work will directly shape how advisors and clients experience our investment capabilities and will play a meaningful role in deepening client relationships at scale.

     

    Job responsibilities

  • Partner with Investment Solutions stakeholders to establish the annual product marketing agenda, focusing resources on opportunities with the greatest potential to deepen client relationships and accelerate business growth
  • Collaborate with investment product leaders and business-aligned marketing teams to connect product marketing priorities and plans to broader business objectives, product roadmaps, and market opportunities
  • Translate research, competitive intelligence, advisor feedback, and performance data into differentiated positioning, new marketing opportunities, and actionable recommendations for investment product partners
  • Develop the value proposition, narrative architecture, and proof points for investment solutions targeting affluent, high net worth, and ultra-high net worth clients and prospects clear, differentiated, and grounded in client needs
  • Build go-to-market plans for new capabilities, enhancements, and thematic campaigns (e.g., alternatives, income, diversification), defining target segments, key messages, channel strategy, and success metrics
  • Act as the primary marketing relationship for Investment Solutions product owners and senior subject-matter experts, connecting them to the right capabilities across marketing and content teams
  • Produce and oversee development of client-facing and advisor-enablement content across digital and print including toolkits, pitch decks, web journeys, emails, articles, and campaign assets
  • Coordinate across business-aligned marketing, delivery, engagement, field marketing, content, social media, and digital teams to align plans, sequence activity, and deliver cohesive product marketing programs
  • Partner closely with Legal, Compliance, and supervisory stakeholders to deliver compelling, accurate, and timely investment communications while managing review requirements and reputational risk
  • Leverage approved AI tools to accelerate content development and drive efficiencies across the marketing workflow
  • Establish key performance indicators, evaluate campaign and content performance, and use insights to refine strategy and improve measurable business outcomes
  •  

    Required qualifications, capabilities, and skills

  • Formal training or certification on Marketing Strategy & Management concepts and 10+ years applied experience
  • 10 years of marketing experience in financial services, with meaningful time in investment product marketing including wealth management, asset management, brokerage, or investing platforms
  • Demonstrated ability to build positioning, messaging, and go-to-market plans for investment products or platforms
  • Working knowledge of investment products, markets, portfolio construction, and the needs of affluent, high net worth, and ultra-high net worth clients
  • Demonstrated success operating in a complex, matrixed organization influencing without direct authority and building strong partnerships with senior stakeholders and cross-functional teams
  • Excellent writing and editorial judgment, with the ability to translate complex investment concepts into clear, client-ready language
  • Strong commercial judgment and analytical orientation, with the ability to connect marketing activity to client behavior, advisor adoption, and measurable business outcomes
  • Proven project and program management capability in a fast-moving, regulated environment
  • Bachelor's degree required
  •  

    Preferred qualifications, capabilities, and skills

  • Experience marketing alternative investment products to affluent or high net worth client segments
  • Familiarity with digital marketing platforms, marketing automation tools, and data-driven marketing approaches
  • Experience working within a wealth management or asset management environment serving ultra-high net worth clients
  • Advanced degree (MBA or equivalent) in Marketing, Finance, or a related field
  • Shape the future of wealth management lead investment product marketing strategy for affluent and high net worth clients.