Job Description
You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Professional/Lead within our UK Intermediary Sales Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Provide support for all facets of sales, business development, relationship management, and retention processes to drive new client acquisition and deepen existing client relationships.
- Research trends within the distribution channel universe, staying informed of industry developments, regulatory/legal changes, and their implications for clients' portfolios.
- Assist with the preparation of client memos and other materials for strategy meetings, business reviews, and sales conferences.
- Understand current and prospective client relationships, their asset allocation preferences, and assist in client review presentations.
- Create and update client reports and deliverables, including DDQs, RFPs, pitchbooks, client presentations, and other meeting materials.
- Respond to client queries and manage client communications, including attending client calls and documenting meeting notes.
- Maintain client information in various internal databases and document sales activity for tracking and compliance purposes.
- Partner with sales and marketing teams on new product launch initiatives, client events, and market research communications.
- Execute and manage assigned BAU tasks and projects, actively driving stakeholder management by identifying potential objections/problems and resolving them.
- Take full ownership of the delivery and execution of a pipeline of sales-related tasks/activities of increasing complexity.
- Gain a thorough understanding of the sales process to better align requirements with the evolving business landscape.
Required Qualifications, Capabilities, and Skills:
- Relevant industry experience and market knowledge of the sales process;
- Strong quantitative and analytical skillsets, including data analysis and understanding data flows.
- Understanding of the Asset Management business, including Investment Management, Mutual Funds, Managed Accounts, ETFs, and SMAs.
- Strong knowledge of all asset classes, including Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, and Private Equity.
- Excellent communicator with strong interpersonal skills.
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required.
Preferred Qualifications, Capabilities, and Skills:
- Effective planning and time management skills to meet strict deadlines or changing priorities.
- Professional and industrious attitude, possessing energy, ownership, and confidence to complete work with limited supervision.
- Ability to work independently and in a team-based environment.
- Strong stakeholder management skills, with the ability to interact and communicate confidently and effectively with all stakeholders.
- Ability to handle large volumes of work, prioritize appropriately, meet tight deadlines, and possess strong attention to detail.
- Ability to build relationships across global teams, possessing a partnership mindset
- Experience working with an industry-recognized CRM platform (Salesforce) is a plus.
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 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.
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.
