JPMorgan Payments combines our Treasury Services, Trade, Commercial Card and Merchant Services capabilities to pay anyone, in any currency, anywhere in the world.
The Global Payments Proposal & Solutions Group within JPMorgan Payments supports multiple teams within the Banks, NBFI and Corporate Segments including GCB (U.S. and European headquartered multinational clients), Commercial Banking as well as Trade & Working Capital (Traditional Trade and Supply Trade Finance).
As a Proposal Manager within the Global Proposal Team in the NAMR region, you will support Merchant Services, Treasury Services, Trade & Working Capital, and Commercial Card sales activity by generating customized, compelling and persuasive sales proposals in response to RFP/RFI or proactive requests from prospective and existing clients. You will be responsible for the lifecycle of each proposal document, from creation, through development to final version.
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Job description:
- Manage and control the RFP process end-to-end. Partner with sales managers, subject matter experts, senior management/stakeholders as well as other proposal team members where applicable, to collaborate in the writing and customization and delivery of our sales proposals.
- Develop an understanding of the proposed solution to complete projects and customize responses.
- Populate the initial and subsequent drafts using our global repository and ensure responsiveness to all the client's/prospect's stated requirements/questions.
- Prepare, maintain, and manage the proposal project matrix outlining all deliverables and milestones, seek and coordinate timely input from relevant subject matter experts, and escalate any issues to the regional manager.
- Conduct regular review meetings to ensure adherence to action items and target dates by all members of the deal team.
- Ensure that proposals submitted are of a high quality, correctly reflect J.P. Morgan products and services, incorporating all information into a professional and competitive proposal adhering to Global Proposal team brand and style guide.
- Coordinate with subject matter experts and the knowledge manager to update the global repository as responses are created, developed, and enhanced.
- Participate and lead internal initiatives to promote best practices and process improvement.
- Attend meetings and appropriate bank training as required to continue development and to enhance knowledge of cash management, trade, and merchant services products globally.
Required qualifications, capabilities, and skills:
- Bachelors' degree graduate - Accounting, Finance, Management, or Business
- Minimum of 7 years of experience in the Financial Industry
- Experience in product knowledge of Corporate & Investment Banking services
- Experience in project management and organizational skills
- Ability to work in a team environment
- Strong verbal communication skills
- High attention to detail and customization
- Excellent English writing skills
- Excellent desktop publishing skills, including a strong working knowledge of Word, Excel and other MS-Office applications.
- Experience in Proposal writing an advantage
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.