Client Engagement Strategy & Optimization, Senior Associate

You're passionate about delivering exceptional client experiences and thrive in a dynamic environment where you can impact the future state vision and have the resources and reputation of a large organization. You're seeking a collaborative team that embraces innovation and strategic thinking, especially in marketing complex products essential to a client's financial wellness. The mission? Partner cross-functionally to elevate existing journeys and transform the way we work to enable greater personalization for your clients—driving loyalty, share of wallet and satisfaction by making investing accessible and seamless.  

As a Client Engagement Marketing Strategy- senior associate, on the Wealth Management Client Engagement marketing team, you will play a key role transforming existing experiences and driving meaningful interactions with aspiring and affluent Wealth Management clients. Your focus will be on leveraging insights to build compelling business cases for high-impact initiatives, optimizing existing processes and campaigns, and acting as an ambassador for client engagement across the business. You will oversee strategic campaigns that prioritize a customer-first approach, ensuring that our clients receive exceptional service and support throughout their wealth management journey. Your visionary mindset and ability to create structure amidst complexity will be key in driving transformation and innovation.

 Job Responsibilities

• Create executive level presentations to gain alignment and support of key stakeholders
• Implement streamlined and automated processes to improve efficiency in how we work
• Commission research and strategize with creative experts to execute high-quality campaign creative, working with both internal teams and external agencies
• Develop strategic briefs and be a champion for the creative—ensuring your campaigns launch flawlessly
• Partner across product marketing, product and campaign delivery to launch key initiatives across multiple lines of businesses 
• Synthesize ongoing analytic insights that inform optimizations of marketing tactics
• Collaborate with diverse cross functional teams including creatives, content, product, technology, analytics, field strategy, and the Advisors

Required Qualifications, capabilities, and skills

• Bachelor's Degree 
• 4 years of professional marketing experience, strategy and/or consulting 
• Highly organized with strong project management skills with attention to detail 
• Proven problem-solving, analytical and critical thinking skills 
• Strong communication and presentation skills – highly proficient in PowerPoint 

Preferred qualifications, capabilities and skills

• B2C marketing, preferably in Financial Services
• Experience in strategy: omnichannel marketing, customer loyalty, retention or product marketing, offers strategy 
• Understands marketing operations and capabilities 
• Proven track record of delivering real-time personalized and dynamic content with measurable business results 

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on di