U.S. Private Bank - Head of Next Generation Strategy & Engagement - Executive Director

About the role

The Head of Next Generation Strategy and Engagement will join J.P. Morgan Private Advisory and the Family Office team, leading the vision, development, and execution of the firm's strategy to engage and serve next generation clients and family members across the USPB.

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, including conferences/events, peer networking, educational forums, and curated experiences.
• Create thematic content and financial education 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 compelling 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.

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.

Skills

• 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.

Benefits

We offer a competitive total rewards package including base salary, commission-based pay, and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including 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.