Job Description
You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team.
As a Sales Support Associate 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 the sales, business development, relationship management, and retention process to drive new client acquisition and deepen existing client relationships.
- Research trends within the distribution channel universe and stay informed of industry developments and regulatory changes to assist with market intel and business/product development.
- Assist with the preparation of client memos and materials for strategy meetings, business reviews, and sales conferences.
- Create and update client reports and deliverables, such as DDQs, RFPs, pitch books, and client presentations.
- Respond to client queries and manage communications, including attending client calls and documenting meeting notes.
- Maintain client information in internal databases and document sales activity for tracking and compliance.
- 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 and resolving potential issues.
- Partner with various teams for client events and market research communications.
Required Qualifications, Capabilities, and Skills:
- Relevant industry experience and market knowledge of the sales process.
- Strong quantitative and analytical skills, including data analysis and understanding data flows.
- Understanding of Asset Management business, including Investment Management, Mutual Funds, Managed Accounts, ETFs, and SMAs.
- Strong knowledge of all asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, and Private Equity.
- Excellent communicator with strong interpersonal skills.
- Proficiency in MS Office suite (Excel, Word, Access, and PowerPoint) required.
Preferred Qualifications, Capabilities, and Skills:
- Experience with an industry-recognized CRM platform (Salesforce) is a plus.
- CFA 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.