J.P. Morgan Wealth Management - Vice President, Sales Strategy Support

JPMorgan Chase & Co. • New York, NY

1d

About The Position

Join a dynamic team within Chase Wealth Management that guides the execution of
national growth priorities for one of the world’s most innovative banks. We
collaborate across the firm to deliver impactful programs, campaigns, and tools
that empower advisors and enhance client engagement. Our work shapes
advisor-facing content featured in national calls, leadership forums, and
business development initiatives. Be part of a group that leads efforts to
support branch-based advisors and drive the success of our wealth management
business.

As Vice President, Sales Strategy Support, you will lead the execution of
business development initiatives that translate national Chase Wealth Management
(CWM) and J.P. Morgan Wealth Management (JPMWM) growth priorities into practical
solutions for advisors and field leaders. You will guide the creation of
advisor-facing content, thematic campaigns, and tools that enhance client
engagement and business growth. Acting as a bridge between firmwide partners and
the advisor field, you will synthesize insights and deliver clear, actionable
guidance used to coach advisors nationwide. Your work will be featured in
national calls, leadership forums, and business development initiatives,
supporting the overall success of our wealth management business

Requirements

• Hold a bachelor’s degree in a relevant field.
• Demonstrate 5 years of experience in financial services, strategy, consulting, sales enablement, communications, or business development.
• Exhibit the ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.
• Manage cross-functional initiatives and coordinate multiple stakeholders in a fast-moving environment.
• Create clear, executive-ready materials for senior leadership and advisor audiences.
• Interpret data and translate insights into actionable recommendations.
• Build compelling visual narratives and structured communications using PowerPoint and Excel.
• Operate independently, manage competing priorities, and execute initiatives with a high degree of ownership.
• Guide the development of advisor-facing content and tools.
• Lead the execution of business development programs and campaigns.
• Build strong relationships across teams to ensure coordinated execution.

Nice To Haves

• Guide the development of innovative business development strategies.
• Lead the creation of advisor engagement programs.
• Execute the alignment of field communications with strategic priorities.
• Build collaborative relationships with senior leaders and stakeholders.
• Lead the synthesis of market insights into actionable guidance.
• Guide the creation of executive presentations and leadership materials.
• Execute the development of tools and resources that enhance advisor productivity.

Responsibilities

• Guide the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with senior leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.
• Lead the creation of impactful presentations for national calls, ensuring content is engaging and aligned with strategic objectives.
• Coordinate and support prep calls with speakers to refine messaging and delivery, manage call logistics to ensure seamless execution, and craft compelling narratives that effectively communicate key insights and lead advisor engagement.
• Execute thematic campaigns by creating field communications, sourcing success stories, contributing to the campaign framework, and collaborating with stakeholders across the business to align content with strategic goals.
• Assist in the preparation and review of business results updates and presentation materials for leadership meetings and executive presentations.
• Gather feedback from advisors and field leaders to refine messaging, improve program design, and identify emerging opportunities for business development initiatives.
• Build strong working relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership to ensure coordinated execution of firm priorities.
• Execute the development of advisor-facing tools and resources that support business growth and client engagement.
• Lead the synthesis of complex information into practical guidance for advisors and field leaders.
• Guide the alignment of business development efforts with JPMWM’s strategic priorities.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees