JPMorgan Chase Investor Services Asset Manager Sales - Associate in New York, New York
The Investor Services’ Asset Manager Sales team works with the top Asset Managers, many of them large global institutions, to provide new and protect existing, Investor Services product & service solutions that help clients with their strategic objectives. We work closely with our partners in Markets, Investor Client Management and Global Corporate Banking – providing holistic client coverage that our key competitors can’t replicate.
For this role within the Investor Services Asset Manager Sales organization, you will work closely with senior sales coverage to help grow new business and maintain existing business with one of Investor Services’ largest global asset manager clients. You will have lead responsibility for building relationships and understanding the client’s private equity business & high net worth business, as well as working with senior sales coverage to cover the other parts of the client’s business.
Develop an in-depth understanding of client (currentneeds and future strategy, decision makers, key contacts) and identify howInvestor Services can provide them with solutions
Gain and maintain solid understanding of IS productsand acquire strong knowledge of platform
Build relationships with key client contacts: be ableto have commercial discussions with decision makers, help maximize revenue withexisting clients, and resolve issues
oMeet or exceed sales targets and defend existingclient revenue
o Growbusiness by gaining additional or incremental products & services
Defend / Save business - minimize impact of lost /repriced business
Analyze & understand clients’ financials & revenuedrivers. Explain variances on a monthly basis and report trends to globalRelationship Management team and segment head
Interact directly with clients to address requests andinquiries, coordinate and participate in client meetings bringing in firm-widesubject matter experts as needed, and lead/drive discussions when appropriate.
Work with implementations, product, risk, kyc, credit,new business approval forum,to acquire approval on incremental or new business;own kyc process; work with legal for reviews of ACA’s and other agreementsassociated with existing or new business.
Work closely with client service, product, andrelationship colleagues to recommend and promote client solutions while workingwithin established risk parameters
Create and/or execute marketing materials, update RFPsand presentations for clients or internal use as needed. Ensure allmaterials meet brand and marketing standards
Keep up with client & industry news & researchand report key items to global relationship team
Strategic planning (e.g. relationship plans) and administrativetasks (e.g. internal reporting, approval requests)
Master all sales, pipeline and analytical tools
Ensure all deals and significant client calls are upto date in internal pipeline system (decision dates, revenue, close dates,etc). Adhere to new business approval procedures.
Drive and/or support ad hoc projects for clients andinternal partners
Maintain constructive engagement with controlfunctions, knowing your risk parameters, guidelines and responsibilities,proactive engagement with management on noteworthy risk events; escalation andresolution of potential control issues.
Understand KYC process and adhere to all KYCrequirements & responsibilities
Strong quantitativeskills as well as proficiency in Excel, PowerPoint , Word
Self-starter,resourceful, intellectually curious, proactive, excellent work ethic
Solidunderstanding of financial markets and knowledge of the financialindustry, regulation and credit risk.
8 +years Custody & Fund Services experience, preferably with AssetManagers in a client or product management function. Prime Servicesexperience a plus.
Exceptionalwritten and verbal communication skills
Superiorpartnership skills, and ability to work with teams across functions andregions
Abilityto successfully project manage internal and client initiatives, track andensure execution upon follow ups
Attentionto detail, effective time management and multi-tasking abilityrequired
Abilityto help identify innovative solutions to best serve customers and managerisk
CurrentFINRA License (7/63) or ability to obtain within a reasonable time.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.