Define the strategy and execution of end-to-end insights and leads optimization for J. P. Morgan Private Client. Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication Direct strategic thinking and approach, quickly identifying most critical aspects of problem and most appropriate structure on individual work streams. Collaborate with Private Client Sales Strategy team and colleagues across analytics and ma... more details
J.P. Morgan Private Client is a newly formed business unit that brings together the extraordinary service of First Republic Bank, acquired by J.P. Morgan Chase in 2023, with the breadth of J.P. Morgan expertise and products, all delivered by Relationship Managers.
As a Sales Strategy Support Manager on the JPMorgan Private Client Sales Strategy team, you will be responsible for defining strategic direction and executing initiatives to generate a high-performing sales pipeline and fuel business growth through client acquisition and deepening. You will partner with a cross-functional team to increase funnel volume and quality while also optimizing the sales management process.
If you have an entrepreneurial, agile and detail-oriented mindset with a focus on delivering great employee and client experiences, this is a great opportunity.
Job Responsibilities
Define the strategy and execution of end-to-end insights and leads optimization for J.P. Morgan Private Client
Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication
Direct strategic thinking and approach, quickly identifying most critical aspects of problem and most appropriate structure on individual work streams
Collaborate with Private Client Sales Strategy team and colleagues across analytics and marketing teams to design, develop, validate success with analytics, employee and client feedback and optimize the sales management of leads/insights
Define customer routing and management rules to increase funnel volume and quality
Be exposed to and influence the growth agenda of the Private Client business
Test and learn to improve customer routing logic and send the highest quality insights to the optimal channel, in partnership with Product Owners and Data and Analytics
Operationalize funnel measurement and reporting packages in partnership with Data & Analytics
Required Qualifications, Capabilities and Skills
5 or more years of relevant experience, with a preference for client acquisition, marketing, management consulting, corporate strategy, digital and similar roles
Experience managing delivery across multiple work streams with varying timelines, priorities and complexities
Proven ability to execute via successful internal partnerships with other organizations; Adept at influencing peers with diverse points of view and building consensus
Proficient MS Excel and PowerPoint skills
Strategic ability to connect business results to behaviors and distill complex ideas into consumable and actionable materials
Experience authoring business requirements, defining user stories and leading execution including bringing together cross functional teams within an Agile development framework
Experience analyzing, communicating and executing against complex business initiatives, and the ability to influence and partner effectively across a global organization
Demonstrated track record of adapting to a rapidly changing business environment; ability to quickly assess situations, act decisively and capitalize on change
Excellent presentation skills communication skills, both oral and written
Industry involvement - staying abreast of industry trends and issues; and demonstrated ability to manage tight delivery timelines and calmness under intense pressure
Commitment and self-motivation suitable to a start-up team in a large organization
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