Head of Next-Gen Engagement & Strategy

JPMorganChase; New York (NY); Presencial; USD 180.000 - 240.000; Jornada completa

Descripción de la vacante

JPMorganChase in New York seeks a Head of Next Generation Strategy and Engagement to lead vision, development, and execution of the firm’s strategy for next generation clients across Private Advisory and Family Office. You will shape long-term agenda, differentiated solutions, and go-to-market execution.

The role requires building advisory councils, managing multi-year roadmaps, and delivering educational programs and curated experiences for next generation audiences.

Formación

• 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.

Responsabilidades

• Define and lead the private bank-wide strategy for next generation client engagement across the private bank ecosystem, aligned to the firm's broader priorities.
• Build and lead cross-functional advisory council within the Private Bank to coordinate efforts, identify gaps, and scale next gen initiatives.
• Identify emerging trends shaping next gen client priorities and advise senior leadership on evolving expectations and competitive dynamics.
• 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 (e.g., JPM Academy), including conferences/events and curated experiences.
• Create thematic content and financial education curriculums spanning investing fundamentals and planning.
• Partner with internal and external subject matter experts to deliver programming.
• Build scalable engagement models across in-person, digital, and hybrid channels.
• Evaluate strategic partnerships and external providers that enhance next gen value proposition.
• Establish measurement frameworks to track adoption, engagement, and commercial impact.
• Design and execute the go-to-market strategy across advisors, bankers, and regional leadership.
• Work with Head of Content Strategy to position the firm externally as a leader in next generation wealth.
• Support strategic client opportunities and key family relationships where next gen engagement is a priority.

Conocimientos

Wealth management

Strategy development

Executive engagement

Cross-functional leadership

Client education

Presentation & communication

Relationship management

Business strategy execution

Descripción del empleo

JPMorganChase in New York seeks a Head of Next Generation Strategy and Engagement to lead vision, development, and execution of the firm’s strategy for next generation clients across Private Advisory and Family Office. You will shape long-term agenda, differentiated solutions, and go-to-market execution.

The role requires building advisory councils, managing multi-year roadmaps, and delivering educational programs and curated experiences for next generation audiences.