Head of Next-Gen Wealth Strategy & Engagement

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase & Co. seeks a senior leader to head Next Generation Strategy and Engagement for the Private Bank and Family Office. You will shape the long-term agenda, develop differentiated solutions, and drive go-to-market plans across the US private banking ecosystem.

You will build and lead advisory councils, design educational programs, and collaborate with partners to deliver scalable, engaging experiences for next-generation clients and family members.

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, aligned to the firm’s broader priorities.
• Build and lead cross-functional advisory council 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.
• 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 events.
• Create thematic content and financial education curriculums spanning investing fundamentals, macro and markets, planning, and family dynamics.
• Partner with internal and external subject matter experts to deliver programming tailored to next generation audiences.
• Build scalable engagement models across in-person, digital, and hybrid channels.
• Evaluate strategic partnerships and external providers that enhance the next gen value proposition.
• Establish measurement frameworks to track adoption, engagement, and commercial impact of next gen initiatives.
• Design and execute go-to-market strategy across advisors, bankers, and regional leadership.

Skills

Wealth management

Private banking

Strategy

Client engagement

Cross-functional leadership

Executive presence

Communication

Relationship management

Business acumen

Job description

JPMorgan Chase & Co. seeks a senior leader to head Next Generation Strategy and Engagement for the Private Bank and Family Office. You will shape the long-term agenda, develop differentiated solutions, and drive go-to-market plans across the US private banking ecosystem.

You will build and lead advisory councils, design educational programs, and collaborate with partners to deliver scalable, engaging experiences for next-generation clients and family members.