J.P. Morgan Wealth Management - Vice President, Sales Strategy Support

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Chase Wealth Management in New York is seeking a Vice President, Sales Strategy Support to lead national business development initiatives that translate growth priorities into practical solutions for advisors and field leaders. You will guide the creation of advisor-facing content, thematic campaigns, and tools to enhance client engagement and drive business growth.

Collaborating with senior leaders and cross-functional teams, you will synthesize insights and deliver clear guidance used to coach

Qualifications

• Hold a bachelor’s degree in a relevant field.
• Demonstrate 5 years of experience in financial services, strategy, consulting, sales enablement, communications, or business development.
• Exhibit the ability to synthesize complex information quickly and translate insights into clear messaging for field audiences.
• Manage cross-functional initiatives and coordinate multiple stakeholders in a fast-moving environment.
• Create executive-ready materials for senior leadership and advisor audiences.
• Interpret data and translate insights into actionable recommendations.
• Build compelling visual narratives and structured communications using PowerPoint and Excel.
• Operate independently, manage competing priorities, and execute initiatives with ownership.
• Guide the development of advisor-facing content and tools.
• Lead the execution of business development programs and campaigns.

Responsibilities

• Guide the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with senior leaders and cross-functional teams to translate strategic priorities into structured programs and field-ready execution plans.
• Lead the creation of impactful presentations for national calls, ensuring content is engaging and aligned with strategic objectives.
• Coordinate and support prep calls with speakers to refine messaging and delivery, and craft compelling narratives that engage advisors nationwide.
• Execute thematic campaigns by creating field communications, sourcing success stories, and aligning content with strategic goals across the business.
• Prepare and review business results updates and leadership presentation materials.
• Gather feedback from advisors and field leaders to refine messaging and identify opportunities for development initiatives.
• Build relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership for coordinated execution.
• Develop advisor-facing tools and resources that support business growth and client engagement.
• Synthesize complex information into practical guidance for advisors and field leaders.

Skills

Strategic thinking

Cross-functional leadership

Executive communication

Data interpretation

PowerPoint

Excel

Independent execution

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

Join a dynamic team within Chase Wealth Management that guides the execution of national growth priorities for one of the world’s most innovative banks. We collaborate across the firm to deliver impactful programs, campaigns, and tools that empower advisors and enhance client engagement. Our work shapes advisor-facing content featured in national calls, leadership forums, and business development initiatives. Be part of a group that leads efforts to support branch-based advisors and drive the success of our wealth management business.

As Vice President, Sales Strategy Support, you will lead the execution of business development initiatives that translate national Chase Wealth Management (CWM) and J.P. Morgan Wealth Management (JPMWM) growth priorities into practical solutions for advisors and field leaders. You will guide the creation of advisor-facing content, thematic campaigns, and tools that enhance client engagement and business growth. Acting as a bridge between firmwide partners and the advisor field, you will synthesize insights and deliver clear, actionable guidance used to coach advisors nationwide. Your work will be featured in national calls, leadership forums, and business development initiatives, supporting the overall success of our wealth management business.

Job Responsibilities

• Guide the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with senior leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.
• Lead the creation of impactful presentations for national calls, ensuring content is engaging and aligned with strategic objectives.
• Coordinate and support prep calls with speakers to refine messaging and delivery, manage call logistics to ensure seamless execution, and craft compelling narratives that effectively communicate key insights and lead advisor engagement.
• Execute thematic campaigns by creating field communications, sourcing success stories, contributing to the campaign framework, and collaborating with stakeholders across the business to align content with strategic goals.
• Assist in the preparation and review of business results updates and presentation materials for leadership meetings and executive presentations.
• Gather feedback from advisors and field leaders to refine messaging, improve program design, and identify emerging opportunities for business development initiatives.
• Build strong working relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership to ensure coordinated execution of firm priorities.
• Execute the development of advisor-facing tools and resources that support business growth and client engagement.
• Lead the synthesis of complex information into practical guidance for advisors and field leaders.
• Guide the alignment of business development efforts with JPMWM’s strategic priorities.

Required qualifications, capabilities, and skills

• Hold a bachelor’s degree in a relevant field.
• Demonstrate 5 years of experience in financial services, strategy, consulting, sales enablement, communications, or business development.
• Exhibit the ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.
• Manage cross-functional initiatives and coordinate multiple stakeholders in a fast-moving environment.
• Create clear, executive-ready materials for senior leadership and advisor audiences.
• Interpret data and translate insights into actionable recommendations.
• Build compelling visual narratives and structured communications using PowerPoint and Excel.
• Operate independently, manage competing priorities, and execute initiatives with a high degree of ownership.
• Guide the development of advisor-facing content and tools.
• Lead the execution of business development programs and campaigns.
• Build strong relationships across teams to ensure coordinated execution.

Preferred qualifications, capabilities, and skills

• Guide the development of innovative business development strategies.
• Lead the creation of advisor engagement programs.
• Execute the alignment of field communications with strategic priorities.
• Build collaborative relationships with senior leaders and stakeholders.
• Lead the synthesis of market insights into actionable guidance.
• Guide the creation of executive presentations and leadership materials.
• Execute the development of tools and resources that enhance advisor productivity.

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).