Be part of a dynamic team that helps J.P. Morgan win new business by delivering compelling, customized proposals and sales materials. Your work will directly impact our success in the Americas region and beyond.
Job summary
As a Proposal Writer in the Securities Services Sales Enablement Group, you'll collaborate with sales, product, and subject matter experts to develop persuasive proposals and pitchbooks. You'll manage multiple projects, synthesize input from diverse stakeholders, and ensure our materials reflect client needs and firm strategy. This role is based in New York and reports to the Americas Proposals Manager.
Job responsibilities
- Create best-in-class proposals for the Americas region and other regions as needed
- Manage proposals and relationship documents, utilizing excellent written communication
- Project manage multiple documents with different stakeholders and tight deadlines
- Review and analyze proposal needs to determine key project requirements and construct tailored materials
- Generate initial drafts using content knowledge base and other sources
- Organize teams of subject matter experts and coordinate their timely input
- Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
- Drive the deal process and provide consultative input and direction toward completion
- Proactively identify risks and red flags that may derail projects
- Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
- Coordinate with subject matter experts and content manager to update central knowledge base
- Build and maintain relationships with internal clients across regions, understanding cultural nuances
- Communicate effectively with the Regional Proposal Manager regarding activity in the region
- Represent the best interests of Securities Services and the Sales Enablement Group in all interactions
Required qualifications, capabilities, and skills
- Solid background in writing sales documents, understanding key messages and unique selling points
- Demonstrated understanding of the securities services industry and associated products
- Strong project management and stakeholder management skills, with the ability to manage tight schedules
- Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
- Advanced degree or post-graduate diploma preferred but not required
- Advanced proficiency with MS Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
- Knowledge and experience with Qvidian and Salesforce preferred
- Ability to collaborate with cross-functional teams and build relationships globally
- Self-starter with sound judgment and ability to operate independently and apply initiative
About Us
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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