What are the responsibilities and job description for the Workplace Solutions, Sales Solutions Architect position at JPMorganChase?
Job Description
About JPMWS:
JPMWS serves over 2,000 corporate clients, from start-ups to multinational corporations, managing nearly $370 billion in assets for 1.8 million employee participants. Our global team includes 600 professionals across 17 locations.
Role Overview
The Sales Solutions Architect is a key member of the Sales Enablement team, partnering with Field Sales to bridge technical expertise and sales strategy. This role drives successful client engagements, streamlines sales processes, and supports high-performing sales teams.
Key Responsibilities
Enterprise Sales Support
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
About JPMWS:
JPMWS serves over 2,000 corporate clients, from start-ups to multinational corporations, managing nearly $370 billion in assets for 1.8 million employee participants. Our global team includes 600 professionals across 17 locations.
Role Overview
The Sales Solutions Architect is a key member of the Sales Enablement team, partnering with Field Sales to bridge technical expertise and sales strategy. This role drives successful client engagements, streamlines sales processes, and supports high-performing sales teams.
Key Responsibilities
Enterprise Sales Support
- Lead technical product demonstrations and proofs of concept for clients.
- Educate sales teams on industry changes in equity compensation and update related processes.
- Present system functionalities (Admin System, Participant Experience, Reporting) to clients and internal teams.
- Develop and maintain sales resources and training programs to improve sales cycle efficiency.
- Maintain process documentation and coordinate training for new or updated sales processes.
- Collaborate with regional sales teams for consistent process communication.
- Partner with Marketing to update client presentations, proposals, product videos, and event materials.
- Provide consultative expertise to support sales efforts.
- Review new product release notes to assess functionality and client impact.
- Support the Product Review Group (PRG) and contribute to sales process enhancements.
- Work with Product and CRM teams to create client-facing roadmaps and release notes.
- Coordinate training for Sales teams on new product features and sales strategies.
- Communicate market insights to the product team and strategize on product updates.
- Serve as the consultative expert for product demos, helping clients align their plans with product capabilities.
- Act as the financial reporting expert for ASC 718 and IFRS 2 requirements.
- Liaise between RFP and Sales teams, assisting with proposal assessments and crafting tailored solutions.
- Review and ensure proposals meet client requirements.
- Draft specialized responses requiring in-depth sales team knowledge.
- Bachelor’s degree in Business, Finance, or related field.
- Proven experience in sales engineering, sales enablement, or similar roles.
- 5 years of equity compensation experience.
- Expertise in financial reporting (ASC 718, IFRS 2).
- Strong leadership and team management skills.
- Excellent communication and collaboration abilities.
- Deep understanding of sales processes and technical product knowledge.
- Demonstrated ability to drive process improvement and training initiatives.
- Experience with proposal development and client presentations.
- Proficiency in CRM and sales enablement tools.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Salary : $120,000 - $170,000