Job Abstract

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.

North America Asset managers and Corporate Mortgage finance team within the Corporate & Investment Bank (CIB) is a strategic sales and relationship management focused group that is responsible for owning and managing relationships with large Asset managers and Corporate Mortgage companies located in North America. The team works to effectively deliver the firm’s Payments products (treasury services, merchant services, liquidity, working capital & trade, commercial card, transactional FX, etc.) to our client base.

We are looking for a Payments Sales Associate to join our Asset managers and Corporate Mortgage finance team. You will be part of our North America team and will play a critical role in helping to manage and grow the Payments relationships with our large Asset managers and Corporate Mortgage finance clients.

As a Payments Sales Associate you will be responsible for supporting Payments Sales Managers (PSM) and Payments Business Development Manager (PBD) with sales efforts on our largest Asset managers and Corporate Mortgage finance clients and the day-to-day relationship support of clients in our segment. This includes supporting proactive client engagement, collaboration with multiple internal partners, and development of solutions to meet strategic and complex needs of our corporate clients. You will also support key programs such as content creation, corporate treasury, interest rate, pricing and billing management, escalated servicing and implementation issues, etc. As such, the role involves working with Merchant Services, Working Capital & Trade, Treasury Services Sales, Corporate Bankers, the Investment Bank and other Product, Service and Implementation Teams to ensure the appropriate coordination and growth of the defined segments.

Job responsibilities

Sales assistance: help grow the portfolio.

• Assist PSM’s with the management of cross-functional/regional deals - support new bids by coordinating with product partners to develop solutions, understand/build pricing and profitability models, support RFP/RFI submissions, prepare client research, pitch materials, etc.
• Gain a firm understanding of clients Treasury and Payments objectives and build a deep understanding of the Asset management and coporate mortgage industries for our clients, including understanding the transition factors, payments models for in- or out-of the flow of funds, and new business models being developed to meet the needs of our clients’ customers
• Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
• Develop strong relationships within client’s Treasury organizations - anticipate client needs/challenges and proactively engage appropriate J.P. Morgan Payments partners to develop comprehensive solutions

Account management assistance: support and maintain existing business through high level of client satisfaction.

• Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
• Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
• Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the client’s objectives

Required qualifications, capabilities, and skills

• 3 + years experience in cash management, transaction banking, merchant acquiring or related field and basic understanding of the Asset management and Corporate Mortgage finance Industry and JPMorgan Payments with a keen focus on Treasury Services a plus
• Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
• Goal oriented with the ability to foster innovation and solve problems creatively
• Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
• Ability to mobilize internal networks and resources
• Must be proficient in Excel, Word and PowerPoint
• BA/BS or equivalent experience

Preferred qualifications, capabilities, and skills

• Investment banking, commercial banking, corporate practioner or management consulting experience
• Ability to create client facing content leveraging PowerPoint or similar design tools