Head of Next-Gen Strategy & Engagement — Private Bank

J.P. Morgan; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Head of Next Generation Strategy and Engagement for the Private Advisory and Family Office team.

You will lead the development and execution of strategies to engage next-generation clients and family members across the US, shaping a multi-year roadmap and differentiated offerings. You will coordinate cross-functional councils, design educational curriculums, and position the firm externally as a leader in family office advisory and wealth transfer.

Qualifications

• 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.

Responsibilities

• Define and lead the private bank-wide strategy for next generation client engagement across the private bank ecosystem.
• Build and lead cross-functional advisory council within the Private Bank to coordinate efforts and scale next gen initiatives.
• Identify emerging trends shaping next gen client priorities and advise senior leadership.
• 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 and educational forums.

Skills

Wealth management

Private banking

Strategy development

Client engagement

Cross-functional leadership

Executive presence

Communication skills

Job description

JPMorgan Chase & Co. is seeking a Head of Next Generation Strategy and Engagement for the Private Advisory and Family Office team.

You will lead the development and execution of strategies to engage next-generation clients and family members across the US, shaping a multi-year roadmap and differentiated offerings. You will coordinate cross-functional councils, design educational curriculums, and position the firm externally as a leader in family office advisory and wealth transfer.