Lead, Next-Gen Wealth Strategy & Engagement

Aumni; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Competitive base salary

Incentive compensation

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in New York seeks a Head of Next Generation Strategy and Engagement to lead the vision, development, and execution of the firm's strategy to engage and serve next generation clients and family members across the Global Private Bank.

In this role, you will shape the long-term strategic agenda for next gen engagement with differentiated solutions and curated experiences. You will build scalable programs spanning in-person, digital, and hybrid channels, partnering with experts

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.
• Experience leading complex cross-functional initiatives in matrixed organizations.
• Exceptional communication, presentation, and relationship management skills.
• 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.

Responsibilities

• Define and lead the private bank-wide strategy for next generation client engagement.
• Build cross-functional advisory council within the Private Bank to coordinate efforts and scale initiatives.
• Identify emerging trends shaping next gen 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 and events.
• Create thematic content and financial education curriculums across investing, planning, and well-being.
• Partner with internal and external experts to deliver tailored programming for next generation audiences.
• Build scalable engagement models across in-person, digital, and hybrid channels.
• Evaluate partnerships and external providers that enhance the next gen value proposition.
• Establish measurement frameworks to track adoption, engagement, and commercial impact.
• Design and execute go-to-market strategy with advisor enablement tools and playbooks.
• Work with Head of Content Strategy to position the firm externally as a leader for next generation wealth.
• Support strategic client opportunities and key family relationships where next gen engagement is a priority.

Skills

Wealth management experience

Private banking

Strategy development

Client engagement

Cross-functional leadership

Job description

JPMorgan Chase & Co. in New York seeks a Head of Next Generation Strategy and Engagement to lead the vision, development, and execution of the firm's strategy to engage and serve next generation clients and family members across the Global Private Bank.

In this role, you will shape the long-term strategic agenda for next gen engagement with differentiated solutions and curated experiences. You will build scalable programs spanning in-person, digital, and hybrid channels, partnering with experts