Job Description

Join JPMorgan Chase Wealth Management’s Field Marketing team and help bring advisors’ stories to life through high-quality, personalized marketing. You’ll partner with advisors and internal marketing teams to deliver materials that support client engagement and business growth. We’ll value your organization, curiosity, and ability to balance day-to-day service with longer-term projects. If you enjoy working with people, details, and data, this role offers hands-on learning in wealth management marketing.

As a Field Marketing Associate in JPMorgan Chase Wealth Management, you support advisors and their teams by coordinating personalized marketing materials and providing data-informed insights that improve the advisor experience. You work closely with partners across marketing (including digital, social, content, and communications) to deliver timely, accurate materials and reporting. You balance recurring advisor support with project work that helps the team improve programs and processes.

Job responsibilities

• Manage assigned advisor coverage within one or more advisor channels, supporting a consistent service model
• Partner with advisors to conduct marketing consultations, share resources, and provide tool and material guidance
• Compile advisor business statistics and marketing history to prepare for meetings and follow-ups
• Maintain intake records, regional files, and supporting documentation to keep information organized and accessible
• Track advisor and team marketing assets (e.g., biographies, headshots, websites, pitchbooks, brochures) and support timely updates and recertifications
• Support measurement and reporting by collecting, organizing, and validating metrics used in dashboards and management updates
• Assist with audits, data quality checks, and recordkeeping to improve accuracy and readiness
• Coordinate collateral workflows by tracking items in process through completion, including inventory and order management
• Contribute to team projects that improve processes, programs, and advisor experience

Required qualifications, capabilities, and skills

• Bachelor’s degree
• At least 1 year of marketing experience (including internships or entry-level roles)
• Experience managing multiple workstreams with attention to detail and clear follow-through
• Ability to communicate effectively with advisors, support staff, business partners, and marketing stakeholders
• Ability to prepare meeting materials and organize information in a structured, consistent way
• Comfort working with metrics and operational reporting (e.g., trackers, dashboards, recurring updates)
• Openness to feedback and ability to incorporate input into future work

Preferred qualifications, capabilities, and skills

• Experience supporting an advisor channel and/or wealth management marketing
• Familiarity with creating or coordinating personalized marketing collateral (bios, pitchbooks, brochures, websites)
• Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
• Sound judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit
• Experience working with agency or vendor partners and coordinating deliverables across timelines
• Strong working knowledge of reporting and documentation practices that support audits and recertification cycles

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 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.

Equal Opportunity Employer/Disability/Veterans