You are a strategic thinker passionate about driving solutions. You have found the right team.
As an Associate in our UK Intermediary Sales Support Team, you will be a strategic thinker passionate about promoting solutions. You will provide support for all facets of the sales, business development, relationship management, and retention process. This role offers the opportunity to research trends within the distribution channel universe, assist with the preparation of material for strategy meets, and understand current and new client relationships. You will also have the chance to create and update client reports, respond to client queries, and maintain client information in various internal databases. This role requires a comprehensive understanding of various platforms, asset classes, and products, and the ability to take full ownership of the delivery and execution of a pipeline of sales-related tasks.
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Job Responsibilities
- Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory/legal changes and their implications for clients' portfolios
- Assist with the preparation of material for strategy meets / business reviews / sales conferences
- Understand current and new/prospect client relationships, their asset allocation preferences and assist in client review presentations including gathering client intel and preparing client briefing memos
- Create and update client reports/deliverables that are adhoc or periodic in nature: DDQs, RFPs, pitchbooks, client presentations and other meeting materials
- Response to client queries (email) and manage client communications, including in some cases, attend client calls (product reviews, portfolio reviews, business catch up) and document meeting notes
- Maintain client's information in various internal databases like SalesForce, Spectrum, etc. including documentation of sales activity for tracking and compliance purposes
- Partner with sales & marketing teams on new product launch initiatives (Actively managed ETFs, Sustainable strategies, etc.), client events and market research communications
- Understand of the various platforms, asset classes, products and technical expertise to effectively execute & manage assigned BAU tasks and projects and actively drive stakeholder managementby thinking beyond execution of tasks and identifying potential objections/problems coupled with initiative to address and resolve
- Take full ownership on the delivery and execution on a pipeline of sales-related tasks/activities of increasing complexity
- Gain a thorough understanding of the sales process to better align requirements to the ever-evolving business landscape and provide holistic support by partnering with various sales & marketing teams for client events, roadshows and market research communications
Required qualifications, capabilities, and skills
- Relevant industry experience and knowledge of sales process
- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Preferred qualifications, capabilities, and skills
- CFA is a plus
- Experience working with an industry recognized CRM platform (Salesforce) is a plus
- Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and leverage resources to be problem solver). 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, successfully and efficiently. Stakeholder Management is key. Interact and communicate confidently and effectively with all stakeholders
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
- Ability to build relationships across global teams. Possess a partnership mindset and engage with teams across the firm
- Self-motivated, team player with strong work ethic
ABOUT US
JPMorgan Chase & Co., 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.