The Associate will develop RFPs and sales documents, collaborate with teams to create impactful sales presentations, and maintain proposal resources.
Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As the Pitch Deck Associate within J.P. Morgan Workplace Solutions, you will play a pivotal role in developing high-quality pitchbooks and sales collateral. You will collaborate with sales and client teams to understand client challenges and needs, synthesize insights into impactful presentation content, and ensure all materials align with brand standards. This role offers the opportunity to contribute strategically to enhance the quality and impact of our sales materials while ensuring adherence to regulatory and compliance standards.
Job Responsibilities:
Required qualifications, capabilities and skills:
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.
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As the Pitch Deck Associate within J.P. Morgan Workplace Solutions, you will play a pivotal role in developing high-quality pitchbooks and sales collateral. You will collaborate with sales and client teams to understand client challenges and needs, synthesize insights into impactful presentation content, and ensure all materials align with brand standards. This role offers the opportunity to contribute strategically to enhance the quality and impact of our sales materials while ensuring adherence to regulatory and compliance standards.
Job Responsibilities:
- Develop and write Request for Proposals (RFPs) and other sales-related documents. Ensure all proposals are tailored to meet client needs and highlight the unique value propositions of J.P. Morgan Workplace Solutions.
- Maintain and update the RFP library, ensuring all documents are organized, accessible, and current. Leverage our proprietary AI-driven technology to enhance the RFP process, including the use of proposal management software and tools to track and manage submissions.
- Work closely with the sales team to develop presentations and pitches that effectively communicate our solutions and services. Provide strategic input and support to enhance the impact of sales presentations.
- Create and maintain a library of sales enablement materials, including templates, case studies, and product information. Ensure all content is up-to-date, accurate, and aligned with our brand messaging.
- Continuously evaluate and improve the RFP and proposal development process to increase efficiency and effectiveness. Implement best practices and tools to streamline workflows and enhance collaboration.
- Partner with internal teams, including marketing, product, and client services, to gather information and insights needed for proposal development. Ensure alignment and consistency across all sales materials.
Required qualifications, capabilities and skills:
- Bachelor's degree in Business, Marketing, Communications, or a related field.
- Proven experience in RFP and proposal writing, within the financial services or technology industry.
- Strong attention to detail and ability to manage multiple projects simultaneously.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel) and familiarity with proposal management software.
- Ability to work collaboratively in a fast-paced, deadline-driven environment.
- Strong organizational and project management skills.
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.
Top Skills
Microsoft Office Suite
Proposal Management Software
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