CIB-Investor Services-Relationship Manager Sales Officer - VP-NY
JPMorgan Chase - New York, NY

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130036941

Job Description

About J.P. Morgan Corporate & Investment Bank

J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

As a Relationship Sales Strategy and Support Officer, you will be responsible for partnering with a group of Relationship Managers with various sales related and relationship management activities in an effort to retain and grow the business. The RMs and management team are committed to investing in our talent to help this individual learn our business/products, and get direct exposure to our clients and to other Senior JPM managers. This role could have the potential to either grow into an RM if the individual demonstrates exceptional talent and/or to be well positioned to evolve into a product role after learning the client/sales side of our business.

Key Responsibilities Include:
Support New Product Offerings, Account Openings and Fund Launches

Work with relationship manager (RM), client, internal product partners, implementation team (when applicable), legal, credit risk, ASD, & client service team to ensure successful launch including gathering of all required relationship documentation and final negotiation of all agreements

Work with the RM to complete all basic fund agreement amendments (additional funds, name changes, etc)

Approve & lock account opening forms

Prepare strategic relationship plans and briefing memos

Provide updates for and participate in all internal client activities including but not exclusive of Blueprint meetings and weekly governance calls

Track and analyze client P&L

Interact directly with clients to address ad hoc request and standing deliverables e.g. Monthly Sarbanes Oxley Certification, Quarterly FCM Newsletter. Participate in client meetings as appropriate.

Create and/or support execution of marketing materials, market/regulatory updates, and/or presentations for clients as required. Ensure all Client Facing Materials meet brand and marketing standards.

Provide point of escalation for operational errors and work with RM to ensure resolution

Drive and/or support ad hoc projects for clients and internal partners e.g. contract reviews, event planning

Support document remediation efforts for existing relationships

Take lead in resolving billing issues and serve as escalation point for aged receivables > 60 days

Answer Requests for Proposal/Information as necessary

Manage Sales Analytics/Tools

Manage and maintain Customer Knowledge Center (CKC) data

Manage and maintain all Know Your Client (KYC) Documentation (SKYC & CAS Ids)

Prepare Annual Review (Strategic Relationship Plans) for ERISA clients, as applicable

Assist Sales Managers with general administrative tasks

Qualifications

As a Relationship Sales Strategy and Support Officer, you will be responsible for partnering with a group of Relationship Managers with various sales related and relationship management activities in an effort to retain and grow the business. The RMs and management team are committed to investing in our talent to help this individual learn our business/products, and get direct exposure to our clients and to other Senior JPM managers. This role could have the potential to either grow into an RM if the individual demonstrates exceptional talent and/or to be well positioned to evolve into a product role after learning the client/sales side of our business.

Key Responsibilities Include:
Support New Product Offerings, Account Openings and Fund Launches

Work with relationship manager (RM), client, internal product partners, implementation team (when applicable), legal, credit risk, ASD, & client service team to ensure successful launch including gathering of all required relationship documentation and final negotiation of all agreements

Work with the RM to complete all basic fund agreement amendments (additional funds, name changes, etc)

Approve & lock account opening forms

Prepare strategic relationship plans and briefing memos

Provide updates for and participate in all internal client activities including but not exclusive of Blueprint meetings and weekly governance calls

Track and analyze client P&L

Interact directly with clients to address ad hoc request and standing deliverables e.g. Monthly Sarbanes Oxley Certification, Quarterly FCM Newsletter. Participate in client meetings as appropriate.

Create and/or support execution of marketing materials, market/regulatory updates, and/or presentations for clients as required. Ensure all Client Facing Materials meet brand and marketing standards.

Provide point of escalation for operational errors and work with RM to ensure resolution

Drive and/or support ad hoc projects for clients and internal partners e.g. contract reviews, event planning

Support document remediation efforts for existing relationships

Take lead in resolving billing issues and serve as escalation point for aged receivables > 60 days

Answer Requests for Proposal/Information as necessary

Manage Sales Analytics/Tools

Manage and maintain Customer Knowledge Center (CKC) data

Manage and maintain all Know Your Client (KYC) Documentation (SKYC & CAS Ids)

Prepare Annual Review (Strategic Relationship Plans) for ERISA clients, as applicable

Assist Sales Managers with general administrative tasks

Job

Sales Support

Primary Location

US-NY-New York-1 CMP / 03425

Organization

Treasury & Securities Services

Schedule

Full-time

Job Type

Standard

Shift

Day Job

Employee Status

Regular

Corporate Brand

J.P. Morgan

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