Growth Strategy & Partnerships Manager — Personal Advisors

JPMorganChase; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

J.P. Morgan Personal Advisors in New York is seeking a Sales Strategy & Support Manager to accelerate growth by shaping referral partnerships and improving client funnel efficiency.

You will work across US Wealth Management and the broader firm to deliver a best-in-class client experience. The role requires strong strategy, analytics, and stakeholder management, with a track record of driving measurable outcomes in a fast-paced environment.

Qualifications

• 5+ years of directly relevant experience in financial services or sales strategy.
• Ability to design measurable, scalable strategies with governance.
• Strong written and verbal communication across levels.

Responsibilities

• Define and execute a long-term referral partnership strategy for Wealth Management
• Identify and scale referral opportunities across USWM and JPMorganChase ecosystem
• Establish end-to-end referral governance with controls and oversight
• Partner with Product and Tech to enhance referral tools
• Build reporting and measurement capabilities to track success
• Influence senior stakeholders and field leadership with data-informed insights
• Manage multiple initiatives with tight timelines and clear status updates

Skills

Strategy development

Analytics

Stakeholder management

Project management

Sales strategy

Tools

Excel

PowerPoint

Job description

J.P. Morgan Personal Advisors in New York is seeking a Sales Strategy & Support Manager to accelerate growth by shaping referral partnerships and improving client funnel efficiency.

You will work across US Wealth Management and the broader firm to deliver a best-in-class client experience. The role requires strong strategy, analytics, and stakeholder management, with a track record of driving measurable outcomes in a fast-paced environment.