Support the strategy and execution of the sales enablement platform, partnering across marketing, product, technology, and vendor teams to deliver a seamless, integrated experience for Private Client Bankers.
Develop and implement solutions that enable bankers to customize client materials, track engagement, and access insights in real time.
Champion adoption by enabling bankers to efficiently personalize pitchbooks, flyers, and other collateral-reducing manual processes and increasing speed to market.
Collaborate with cross-functional stakeholders to gather feedback, analyze platform usage, and drive continuous optimization based on banker and client needs.
Oversee future integration with CRM, email, and mobile channels, ensuring a unified marketing and sales ecosystem.
Monitor industry trends and regulatory requirements to inform product and marketing strategy, ensuring compliance and relevance. Required Qualifications, Capabilities, and Skills
Bachelor's degree in marketing, business, product management, technology, or a related field
4+ years of experience in marketing, product management, or sales enablement, ideally within financial services or technology-driven organizations
Proven track record of leading cross-functional teams and delivering innovative digital solutions
Experience launching and optimizing digital platforms or tools for sales or client engagement
Strong analytical, strategic planning, and problem-solving skills
Demonstrated ability to drive adoption and change management for new technologies or platforms
Expertise in campaign management, customer engagement analytics, and performance measurement
Excellent written and verbal communication skills, including executive-level presentation abilities
High proficiency in Microsoft Excel and PowerPoint
Comfort working in a highly matrixed, fast-paced environment with shifting priorities
Experience managing budgets, forecasts, and ROI for marketing or product initiatives Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

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Senior Marketing Strategy Associate, Affluent Branch Experience