Job description

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.

Requirements

Must-haves

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
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
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

Nice-to-haves

Preferred qualifications, capabilities, and skills

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goai

Platform: oracle-cloud
Effort: medium