The role involves creating and managing tailored proposal documents for prospective clients within the Sales Enablement Group. The analyst or associate will collaborate with senior management and various stakeholders to ensure proposals meet client needs while enhancing the firm's sales collateral and knowledge base for future use.
Job Description
Job summary
Reporting to the Regional Team Leader, you will be responsible for the development and creation of customized, compelling and persuasive proposals for prospective and existing clients' in-region.
As an Analyst or Associate in our Sales Enablement Group, you'll manage, create, and deliver top-tier proposal documents, while enhancing knowledge content for future use. Our team aids in Platform Sales by producing sales collateral, managing assets, and designing marketing materials. We collaborate closely with experts from various fields, including sales, marketing, client service, product management, and more. Our group, spread across five countries (United States, United Kingdom, India, Philippines and Hong Kong), aims to help the firm secure business by creating superior sales collateral efficiently and effectively.
The group's core objective is to help the firm win business...by building the best sales collateral, in the shortest amount of time, with the smallest time involved from Sales, Product and other subject matter experts.
You will work with senior management, sales, client management and subject matter experts to collaborate in the writing and customizing of proposals. In this role you will utilize and contribute to a centrally managed database of component material whereby metrics and narrative are captured and leveraged globally, develop an understanding of the proposed solution, and incorporate bid strategy, organizational positioning and supporting messages and benefits into the proposals.
Job Responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Job summary
Reporting to the Regional Team Leader, you will be responsible for the development and creation of customized, compelling and persuasive proposals for prospective and existing clients' in-region.
As an Analyst or Associate in our Sales Enablement Group, you'll manage, create, and deliver top-tier proposal documents, while enhancing knowledge content for future use. Our team aids in Platform Sales by producing sales collateral, managing assets, and designing marketing materials. We collaborate closely with experts from various fields, including sales, marketing, client service, product management, and more. Our group, spread across five countries (United States, United Kingdom, India, Philippines and Hong Kong), aims to help the firm secure business by creating superior sales collateral efficiently and effectively.
The group's core objective is to help the firm win business...by building the best sales collateral, in the shortest amount of time, with the smallest time involved from Sales, Product and other subject matter experts.
You will work with senior management, sales, client management and subject matter experts to collaborate in the writing and customizing of proposals. In this role you will utilize and contribute to a centrally managed database of component material whereby metrics and narrative are captured and leveraged globally, develop an understanding of the proposed solution, and incorporate bid strategy, organizational positioning and supporting messages and benefits into the proposals.
Job Responsibilities
- Create best in class proposals for Europe, Middle East and Africa (EMEA) region as a main focus and other regions as and when required.
- Collaborate with senior management and sales staff to ensure that proposals meet client/prospect requirements and reflect bid strategy
- Manage project proposals and relationship documents, utilizing excellent written communication. Review and analyze proposal needs, to determine key project requirements and construct tailored materials which correspond to the client's needs
- Leverage all information from multiple stakeholders and synthesize it into a presentable, professional, and competitive proposal aligned with firm branding. Also subsequently help to update central knowledge base as responses are created, developed and enhanced
- Build and maintain relationships with internal clients over a widespread geographic region, understand cultural nuances, including language requirements
Required qualifications, capabilities, and skills
- Relevant experience with proposals, sales support background, presentations and/or business writing/communications or marketing
- Solid background in writing sales documents, understanding importance of key messages or USP (unique selling points)
- Demonstrate understanding of securities services industry and products
- Experience / understanding of regional cultural nuances (such as language or cultural considerations)
- Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders
- Advanced proficiency with MS Word, Excel, PowerPoint, required
Preferred qualifications, capabilities, and skills
- Advanced degree or post-graduate diploma, preferred but not required
- Knowledge and experience with SalesForce and Qvidian preferred
- Strong project management skills and stakeholder management with the ability to manage tight schedules
- Ability to collaborate with cross-functional teams and build relationship with team members across the globe on various tasks and special projects
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Similar Jobs at JPMorganChase
Financial Services
Lead the Trade & Working Capital Sales team to drive growth in payments solutions, manage client relationships and develop complex products for large corporations.
Top Skills:
Financial AnalysisPayments SolutionsSupply Chain FinanceTrade FinanceWorking Capital Lending
2 Days Ago
Financial Services
The Sales Associate supports client relationships in Asset Management, manages proposals, and collaborates across teams to enhance service delivery.
Top Skills:
Crm Tools
Financial Services
Assist in cash equity sales, manage accounts, support senior team members, enhance client relationships, and develop tailored solutions for clients.
Top Skills:
BloombergCodingMachine LearningExcelPowerPoint
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering