Are you passionate about building relationships, collaborating with sales professionals and senior leaders, and promoting results? Do you thrive in a fast-paced environment where strategic thinking is key? J.P. Morgan Private Client offers an advice-based relationship experience, leveraging J.P. Morgan Chase's expertise in banking, lending, and wealth management through a dedicated Relationship Manager. With its new offering for affluent families and team members, J.P. Morgan Private Client is expanding to bridge Chase Private Client and J.P. Morgan Private Bank.
As a Sales Strategy Business Manager within J.P. Morgan Private Client, you will be responsible for promoting operational efficiency, identifying areas for process improvements, delivering high-quality sales presentations and measuring sales outcomes.
In this role you will collaborate with key stakeholders across the firm at all levels. Strong knowledge of business drivers, excellent communication and execution skills, and experience in financial services/banking and/or sales are essential. The ability to adapt and remain flexible in a constantly evolving business are key attributes for success. You must be detail-oriented and skilled at managing in a fast-paced environment.
Job Responsibilities
- Support the Head of Business Development and all pillar team leads in strategic planning and execution of key sales readiness activities, ensuring clarity and alignment across leadership and functional teams.
- Partner with cross-functional teams, including Finance, Data & Analytics, Operations, Communications, and other Business Managers, to deliver accurate and high-quality progress updates and reporting that informs executive decision-making.
- Develop and design presentations for Sr. Leadership forums to demonstrate core sales strategies, progress updates, and sales roadmap plans.
- Organize information in a strategic and compelling way, demonstrating strong sales acumen and expertise in Excel and PowerPoint techniques.
- Manage and oversee multiple projects simultaneously, ensuring alignment with business priorities and timelines.
- Provide continuous feedback on project status and function as the overall escalation point to ensure projects meet original expectations.
- Promote efficiency by identifying opportunities for process improvements and implementing solutions to enhance operational effectiveness.
- Utilize deep analytical skills to assess sales strategy team performance and identify areas for improvement. Maintain a high level of organization and attention to detail in all aspects of project management and reporting. Apply quantitative and strategic approaches to problem-solving and decision-making.
- Participate in collaborative initiatives with team members and other stakeholders, looking for ways to continually simplify, improve, and add value across all sales strategy pillars.
- Cultivate strong relationships with stakeholders across the firm to influence and align strategic objectives.
- Communicate project updates clearly and transparently to all relevant parties, presenting to senior management and stakeholders as needed. Consolidate bullet points in this section.
Required qualifications, capabilities, and skills
- Bachelor's degree in Business, Finance, or a related field
- Minimum of 5 years of experience in a business management or project management role within the financial services industry
- Proven track record of delivering high-quality presentations and reports for senior leadership
- Strong analytical, organizational, and detail-oriented project management skills
- Excellent communication and interpersonal skills, with the ability to interact with colleagues at all levels
- Self-motivated, tenacious, and able to work with demonstrated ability to work independently and collaboratively in a fast-paced environment
- Excellent written and oral communication skills
- Strong time management and prioritization skills
- Intermediate to advanced level ability expected in all Microsoft Office tools (Excel, PowerPoint)
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
