Greg Jones
Head of Investment Solutions and Branch Marketing, U.S. Wealth Management - JP Morgan Chase
- Role
- Head of Investment Solutions and Branch Marketing, U s Wealth Management - J P Morgan at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Greg Jones
Accomplished investment management marketing and sales strategy integration leader with extensive experience driving sales and building brand identity across Intermediary, High-Net-Worth and Institutional distribution channels. Demonstrated success in:• Designing impactful marketing support solutions utilizing strong knowledge of capital markets and deep product knowledge including mutual funds, ETFs, private equity/alternatives, separately managed accounts, and closed-end funds. • Partnering with distribution and investment teams to develop and execute annual marketing plans; aligned with an organization’s strategic priorities, thematic initiatives and sales goals. • Leveraging a comprehensive understanding of sales processes and product set to build successful relationships with distribution management and teams and to deliver impactful solutions that drive sales.• Defining marketing and branding objectives and identifying the appropriate tactics and media to achieve them, including – whitepapers, Digital/Social, collateral, newsletters, webcasts and sponsored webinars.
Experience
Head of Investment Solutions and Branch Marketing, U s Wealth Management - J P Morgan
Oct 2021 — Present · New York, NY, US
Created JPM Wealth Management’s first Business Owner value proposition, grounded in qualitative and quantitative client research; partnered with cross-functional SMEs and scaled nationally as the foundation for advisor training across advisors.• Secured senior Chase and J.P. Morgan stakeholder buy-in to scale Wealth Management advisor signage from 100 to branches, increasing advisor recognition among clients and prospects.• Drove a 52% increase in J.P. Morgan Wealth Management placements by leading stakeholder-aligned in-branch signage and promotional campaigns across Chase branches, helping to lead to an increase to JPM brand unaided awareness.• Served as marketing subject matter expert, translating investment team insights into relevant, aligned messaging.• Owned end-to-end marketing strategy for a 2023 cash-like product launch, delivering ~$25B in flows—the most successful launch in firm history.• Pioneered the firm’s first direct-to-client Securities-Based Lending campaign, unlocking $19M in drawn funds and ~$247K in annual revenue.• Served as team champion for new LLM-powered Excel capabilities, developing use cases and piloting personalized assistants to drive team adoption and efficiency.• Executive Board Member and Head of Marketing & Communications for the JPMorgan Veterans Business Resource Group, helping lead initiatives to grow membership and veteran community engagement across the tri-state area.
Education
SUNY Oneonta
Bachelor of Science (BS), Business/Managerial Economics
Pace University - Lubin School of Business
Master of Business Administration - MBA, Finance & Marketing
Skills
- Wealth Management
- Series 7
- 401k
- Investments
- Series 63
- Series 6
- Investment Management
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Financial Services
- Fixed Income
- Portfolio Management
- Asset Managment
- Asset Management
- Alternative Investments
- Separately Managed Accounts
- Private Equity
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