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About the Role
This role will lead the vision, development, and execution of the firm’s strategy to engage and serve next generation clients and family members. The individual will shape the long-term strategic agenda for next gen engagement, including developing differentiated solutions, client engagement programs, strategic partnerships, and go-to-market execution.
Responsibilities
- Define and lead the private bank-wide strategy for next generation client engagement.
- Build and lead a cross-functional advisory council to coordinate efforts and scale initiatives.
- Identify emerging trends shaping next gen client priorities and advise senior leadership.
- Develop and drive a multi-year roadmap for next gen capabilities, experiences, and client solutions.
- Lead the strategy and execution of differentiated next gen engagement programs.
- Create thematic content and financial education curriculums.
- Partner with internal and external subject matter experts to deliver compelling programming.
- Build scalable engagement models across in-person, digital, and hybrid channels.
- Evaluate strategic partnerships and external providers.
- Establish measurement frameworks to track adoption, engagement, and commercial impact.
- Design and execute the go-to-market strategy.
- Position the firm externally as a leader serving next generation wealth holders.
- Support strategic client opportunities and key family relationships.
Requirements
- 8+ years of experience in wealth management, private banking, family office, strategy, client engagement, or related fields.
- Strong understanding of investment products, financial planning, wealth transfer and taxation.
- Demonstrated experience building strategic initiatives, platforms, programs, or client offerings from concept through execution.
- Strong executive presence and ability to engage credibly with clients, advisors, senior executives, and external partners.
- Experience leading complex cross-functional initiatives in matrixed organizations.
- Exceptional communication, presentation, and relationship management skills.
- Strategic thinker with strong commercial instincts and execution orientation.
- Experience working with family offices, UHNW clients, or private bank advisory teams preferred.
- Familiarity with next generation themes including investment fundamentals, entrepreneurship, governance, philanthropy, and digital engagement preferred.
- Experience developing client events, educational programming, or curated peer communities preferred.
Skills
- Wealth management
- Private banking
- Family office
- Strategy
- Client engagement
- Investment products
- Financial planning
- Wealth transfer
- Taxation
- Executive presence
- Cross-functional initiative leadership
- Communication
- Presentation
- Relationship management
- Strategic thinking
- Commercial instincts
- Execution orientation
- Content strategy
- Digital engagement
Experience Level
- 8+ years
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
- Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
- Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
- JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
- Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Equal Opportunity
- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
- We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
- JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans