Next-Gen Wealth Strategy & Engagement Leader

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Head of Next Generation Strategy and Engagement to lead vision, development, and execution of the firm’s strategy for next generation clients within the Global Private Bank.

The role shapes long-term strategic goals, differentiated solutions, and go-to-market execution for next gen families. You will build a cross-functional advisory council, develop multi-year roadmaps, and lead programs like JPM Academy, conferences, and curated experiences across in-person,

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.
• 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.

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 within the Private Bank to coordinate existing efforts, identify gaps, and scale next gen initiatives and offerings.
• 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 educational curriculums spanning investing fundamentals, macro and markets, planning and financial well-being, leadership, governance, 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 the go-to-market strategy across advisors, bankers, and regional leadership, including advisor enablement tools and training.
• Work with Head of Content Strategy to position the firm externally as a leader serving next generation wealth holders.
• Support strategic client opportunities and key family relationships where next gen engagement is a priority.

Skills

Wealth management

Strategic thinking

Executive communication

Cross-functional leadership

Client engagement

Relationship management

Presentation skills

Project management

UHNW experience

Job description

JPMorgan Chase & Co. seeks a Head of Next Generation Strategy and Engagement to lead vision, development, and execution of the firm’s strategy for next generation clients within the Global Private Bank.

The role shapes long-term strategic goals, differentiated solutions, and go-to-market execution for next gen families. You will build a cross-functional advisory council, develop multi-year roadmaps, and lead programs like JPM Academy, conferences, and curated experiences across in-person,