Sales Strategy Senior Associate - Advisor Growth

Fairygodboss; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase Wealth Management is seeking a Senior Associate of Sales Strategy to shape content and experiences advisors rely on, with work featured in national forums and leadership meetings. You will translate strategy into practical guidance that empowers advisors across the country.

Based in New York, you will collaborate with product, marketing, analytics, and field leadership to drive initiatives that enhance advisor productivity, client engagement, and practice growth.

Qualifications

• 3+ years of experience in financial services, strategy, consulting, sales enablement, communications or business development.
• Strong ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.
• Demonstrated experience supporting cross-functional initiatives and coordinating multiple stakeholders in a fast-moving environment.
• Excellent written and presentation skills with the ability to create clear, executive-ready materials for senior leadership and advisor audiences.
• Strong analytical and problem-solving skills, including the ability to interpret data and translate insights into actionable recommendations.
• Advanced proficiency in PowerPoint and Excel, with the ability to build compelling visual narratives and structured communications.
• Ability to operate independently, manage competing priorities, and drive initiatives forward with a high degree of ownership.

Responsibilities

• Help drive execution across the full portfolio of initiatives owned by CWM sales strategy.
• Support the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.
• 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.

Skills

Strategic thinking

Cross-functional

Executive communication

Analytical skills

PowerPoint/Excel

Ownership & initiative

Job description

Chase Wealth Management is seeking a Senior Associate of Sales Strategy to shape content and experiences advisors rely on, with work featured in national forums and leadership meetings. You will translate strategy into practical guidance that empowers advisors across the country.

Based in New York, you will collaborate with product, marketing, analytics, and field leadership to drive initiatives that enhance advisor productivity, client engagement, and practice growth.