JPMorgan Private Client Sales Strategy Support Analyst, Senior Associate

J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorganChase’s expertise an extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. 

As a Sales Strategy Support Analyst on the J.P. Morgan Private Client Sales Strategy team, you will participate in establishing a new business for J.P. Morgan Chase. You will be responsible for behaviors and sales collateral development on the team, you will play a pivotal role in managing and delivering sales content that enables our Relationship Managers to provide exceptional advice and solutions to our clients, and ensure they are equipped with the tools to deliver a great client experience while growing our business. You will contribute to shaping the vision for the sales resource ecosystem, focusing on platform development, creating purpose-driven content, performance management and collaborating with Field Communications to drive salesforce advocacy. Your responsibilities will include synthesizing complex information and creating Relationship Manager (RM) sales resources such as tip sheets, tools, and behavior guides, to support RMs in acquiring new clients and deepening wallet share with existing clients.

Additionally, you will manage the J.P. Morgan Private Client sales resource site partnering with cross-functional stakeholders to develop monthly engagement collateral and ensure all tip sheets, learning and development material, marketing content, and event information is up-to-date. You will also be responsible for all site controls, managing the Legal review process, and creating and distributing site performance data.  

This is a high exposure role and will have a meaningful contribution to our high growth business goals. If you have an entrepreneurial and detail-oriented mindset with experience in solving complex problems while delivering great employee and client experiences, this role is a great opportunity.

Job Responsibilities

• Collaborate with subject matter experts to create and implement sales resource behavior guides and tip sheets, ensuring alignment with business objectives, best practices, and the RM/Client Experience Specialists (CES) sales cycle.
• Manage the complete inventory of sales resources, identifying opportunities for new content and retiring outdated materials.
• Act as the primary liaison for partner teams (Product, Technology, Servicing, etc.) to channel sales resource requests and establish a priority framework for asset evaluation.
• Develop and oversee the control framework for the J.P. Morgan Private Client sales resources, ensuring all assets are legally approved, document storage complies with guidelines, and annual recertification is completed on schedule with successful audits.
• Analyze sales resource performance and training outcomes to optimize go-forward approach. Provide detailed reports to stakeholders including recommend improvements based on feedback and performance data

Required Qualifications, Capabilities and Skills

• Experienced – bachelor’s degree,  equivalent work experience in sales strategy/business development, combined with 3  years of experience in financial services, corporate strategy, or learning and development.
• Organized – able to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindset
• Strategic – Possess the ability to synthesize complex information and distill in digestible format for the salesforce
• Clear – Strong oral and written communication skills; capable of concision and brevity 
• Technical – Intermediate to advanced Microsoft PowerPoint, Word, and Excel skills are required
• Accountable – Strong sense of responsibility and initiative
• Influential – Strong interpersonal skills with ability to influence without authority leadership approach

• Curious – Demonstrates intellectual curiosity and honesty and grounds decisions in the facts. Comfortable with ambiguity and change in a fast-paced environment. Commitment and self-motivation suitable to a start-up team in a large organization