Job Description

You are a strategic thinker passionate about driving solutions using sales experience . You have found the right team.

As the Business advisor Professional in our Sales Support Team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

• Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients\' portfolios
• Assist with the preparation of material for strategy meets / business reviews / sales conferences and gain an understanding of the sales process to better align requirements to the changing business scenarios
• Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
• Create and manage presentations for sales pitches across JPMAM\'s investment platforms
• Coordinate the Request for Proposal process covering breadth of investment and solutions platforms and partner with marketing teams on new product launch initiatives, client events and market research communications
• Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
• On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules and maintenance of client /internal information in CRM tool, various databases, systems

Required qualifications, capabilities, and skills:

• Relevant industry experience and knowledge of sales process, MBA/CFA is a plus
• Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
• Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required

Preferred qualifications, capabilities, and skills:

• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
• Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
• Coordinate various data and information into effective messaging that resonates with internal and external clients

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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.