Associate: Advisor Marketing Compliance

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at  

J.P. Morgan Asset Management  is among the world's largest and most respected investment managers. Our experienced professionals operate across the U.S., Europe, Asia, Latin America and other key financial centers worldwide. Together, they deliver a diverse range of investments spanning all major asset classes, market sectors and geographic regions - from mutual funds to separate accounts, traditional strategies to alternatives, single-asset portfolios to packaged solutions. The U.S. Funds business sits within JP Morgan Asset Management and provides retail clients with investment solutions (J.P. Morgan mutual funds, ETFs, separate accounts, subadvised accounts and 529 college-savings plans) through financial intermediaries (wealth management firms, independent broker/dealers, retirement platforms, banks and institutional clearing platforms). 

Asset Management India Client & Product teams cover functions that span across the entire lifecycle of a client. Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics. The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies. The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.

The Channel Marketing team is responsible for driving a strategic marketing plan that leverages marketing touchpoints across email communications, digital properties and tools, in-person and digital events and media to drive awareness and engagement with advisors and support broader business goals. In addition to producing content and managing the production process, the team drives client engagement and business impact through ongoing review of content quality and delivery enabled by digital and data capabilities.  Success in this role will demand solid understanding of the industry, products, and client needs, exceptional writing and content marketing skills, and a strong desire to continuously evolve and enhance to create greater positive business impact.

Job Description  

We are seeking a dynamic and highly motivated individual with demonstrated marketing experience and/or a strong foundational understanding of the asset management industry.  The Marketing Associate will support initiatives for the Advisor Marketing channel.  The role requires working closely with the US Advisor Marketers to manage the pipeline of materials / content required to be submitted to key partner firms in order to do business outside of J.P. Morgan. Amongst others, responsibilities will include managing specific content approvals, submission via 4U platform or email, communicating back approvals / providing a status and tracking approvals. This role requires marketing generalist competencies but offers the exciting opportunity to cultivate experience and specialization based on the individual’s interests and talents. 

Responsibilities

• Work with internal stakeholders to manage firm approval process for key partner firms (Financial Intermediaries / Platforms) - obtain firm approvals, assess content type and obtain FINRA letter(s) if applicable
• Liaise with the third party vendor for marketing strategy email approvals, submit marketing materials to Compliance and monitor approval statuses
• Coordinate with varied members of the US Funds marketing team for ad-hoc request related to marketing approvals
• Oversee web page experience for improvement and maintain up to date web page content 
• Own the content updates for specific marketing materials i.e.  sales flyers, product availability listings, sales coverage maps
• Ensure schedule visibility by posting information on shared sites in Confluence and Frontpage
• Manage email creation and distribution using multiple online tools such as Workfront and Nexus, for channel-specific campaigns and ad hoc e-mails

Qualifications

We are looking for an ambitious candidate that is able to work independently, as well as collaboratively within a team. The ideal candidate will demonstrate an eagerness to learn, ability to effectively manage many complex projects in a fast-paced environment, ideally in financial services marketing. Key qualifications include:

• Education—Master’s degree, preferably in a marketing related discipline
• Project management— a strong sense of ownership,  excellent attention to detail, solid organizational skills and the ability to manage projects to a timeline while accurately managing large volumes of information. Capacity to multi-task—the ability to pivot efficiently from one initiative to another in a fast-paced environment and a keen sense of prioritization
• Identify best practices and procedure improvements for executing marketing projects
• Communication ability—outstanding written and verbal communication skills. Grammatical expertise, outstanding written and verbal communication skills, ability to proofread
• Build relationships with partners across the marketing organization. The ability to develop credibility and trust through consistent delivery of quality outcomes across a matrix within Marketing
• Risk and control – the ability to identify potential risks and apply appropriate mitigation controls  
• Proficiencies—solid competency in Microsoft applications including Word, PowerPoint and Excel

About Us

JPMorgan Chase & Co., 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. 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 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. Visit our  FAQs for more information about requesting an accommodation.

About the Team

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.​