Separately Managed Accounts (SMA) Marketing, Senior Associate

Job Description
Asset Management's U.S. Product Marketing team is responsible for creating an industry-leading product marketing experience across all client touchpoints, media, and distribution channels in the U.S. and Canada. Our Tax-Smart Platform offers SMAs and Model Portfolios that deliver tax-saving and customization benefits to investors and represents one of our firm's top strategic priorities.
As a Separately Managed Accounts (SMA) Marketing Senior Associate within Asset Management, you will work with investment teams and internal business partners to develop Tax-Smart SMA marketing content and promote J.P. Morgan's expertise in this rapidly growing and highly competitive space. You will learn about innovative tax management capabilities and help build a strategically important marketing program. You will bring together various perspectives, believing that this approach will continue to differentiate us in the eyes of our clients, competitors, and each other.
Job responsibilities:

• Develop engaging and client-centric Tax-Smart SMA product content through creative thinking and deep product knowledge, including product collateral, digital content, social media posts, and campaign components.
• Partner across Marketing, Investments, Product Strategy, Sales, and business partners to execute on cross-channel Tax-Smart SMA promotion, including new product launches, and drive financial advisor engagement.
• Build and maintain a collateral system of custom content for partner firms; collaborate with distribution marketing and sales on marketing requirements and promotion opportunities at each individual firm.
• Collaborate across Marketing to participate in a comprehensive Tax Solutions campaign and develop Tax-Smart SMA campaign deliverables.
• Support multiple Tax-Smart SMA projects simultaneously and adhere to deadlines in a fast-moving environment through strong planning, excellent project management, and clear communication.
• Become an expert in our Tax-Smart capabilities, the basics of tax management, client and advisor challenges, industry trends, and key competitors to deliver the most impactful marketing content.
• Leverage engagement metrics and feedback to continuously optimize content for greater impact.

Required qualifications, capabilities, and skills:

• 5+ years of investments-related marketing experience and understanding of investment styles and vehicles, including Separately Managed Accounts.
• Exceptional project management skills - able to manage multiple priorities, communicate progress, and effectively track multiple deliverables to completion. Ability to problem-solve and re-prioritize quickly.
• Experience developing marketing content for print, web, mobile, audio, video, events, and social media platforms that demonstrate creative thinking and innovation.
• Excellent writing skills and the ability to partner with investment writers, proofreaders, and designers.
• Ability to communicate clearly and succinctly to all levels of management and stakeholders through both written communications and presentations.
• Ability to develop relationships and credibility through effective collaboration with marketing, investment teams, sales, and business partners across multiple locations.
• Expertise in PowerPoint presentation development and strong proficiency in Adobe and Microsoft applications, including Acrobat and Excel.
• BA or BS degree.

Preferred qualifications, capabilities, and skills:

• Experience marketing tax-managed investment solutions or tax/estate planning advice.
• Experience tailoring marketing content to the needs of advisors in the Independent Broker Dealer, Wealth Management, and Registered Investment Advisor channels.
• Professional experience using LLM/AI tools to aid in the creation of content and drive efficiencies.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.