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Executive Director, Head of Wealth Management Acquisition & Digital Sales
Chase is the U.S. consumer and commercial banking business of Company Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.4 trillion and operations worldwide. Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, Company Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
We are in search of a proven, performance marketing leader to build a data-led acquisition marketing team responsible for driving incremental high‐quality customer growth for the wealth management business through lead generation, customer acquisition & deepening initiatives.
The Wealth Management business is a focused area of growth for the firm, and this role will be responsible for building and managing a center of excellence for data-led lead generation and customer acquisition programs to grow our digital and full service wealth management offerings.
This leader will work closely with the segment marketing leaders, data & analytics, finance and channel/product owners to develop the targeting strategy, establish a financial performance framework that drives thinking around offers and lead management strategy, and build an extensive test and learn roadmap to determine winning creative as well as channel efficacy across owned and paid channels. This role will also be responsible for managing and guiding the field and digital sales funnel to optimize the conversion and deliver greater scale, while improving account quality.
The role will also require close partnership and integration with the Consumer Bank and Card portfolio growth teams. This is a highly‐visible strategic role with significant interaction with cross‐functional teams and leaders across the firm.
The role will report to the Head of Aspiring Affluent Marketing & Acquisition.
Develop & maintain deep understanding of the WM 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 the offer/lead generation roadmap, including identifying new enhancements, working with Finance, digital, and analytics to estimate value, and continuously re‐prioritize investments to maximize NPV.
Identify and prioritize opportunities
Formulate hypotheses and develop, prioritize, and oversee a rigorous test and learn roadmap
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
Refine priority and strategy based on learning share key updates with senior management
Work with marketing execution partners on the development of creative assets and a robust creative testing roadmap
Develop strategy for channel investment across owned, paid, print & digital channels – building the business case, and optimizing/scaling based on key learning
Partner with Analytics and Digital teams to understand end‐to‐end program performance –across traffic, engagement, conversion and account/customer quality metrics
Drive a rigorous, data‐driven 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, re‐investment and re‐prioritization recommendations to maximize value; facilitate transparent share‐outs with key stakeholders.
Be a customer advocate – champion consistent and seamless user experiences across all assets and channels.
Gradually build a strong team of performance marketers to support the program roadmap
The right person for this role:
Is data driven and analytical, while also being a creative thinker
Is focused on how marketing drives quantifiable business results
Is a fantastic partner who leads through strong collaboration
Is highly curious and never settles for good enough
Is vigorous and thorough in their management of details
Has the proven ability to take initiative, influence others, and achieve results
Loves testing, learning, and taking calculated risks
Constantly pushes boundaries of “what could be” to drive innovation
Always focuses on the big picture, considering impacts outside their given initiatives
Is a committed team leader, with proven history in managing and nurturing highly
4 year degree in Marketing, Advertising, Analytics, or Finance
10+ years of marketing experience with expertise in digital conversion strategies and innovation, especially within mobile channels
Financial services industry experience a plus
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 Excel and Power Point
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