Job Description
J.P. Morgan Private Client is a newly formed business unit that brings together the extraordinary service of First Republic Bank, acquired by J.P. Morgan Chase in 2023, with the breadth of J.P. Morgan expertise and products, all delivered by Relationship Managers.
As a Sales Strategy Support Manager on the JPMorgan Private Client Sales Strategy team, you will be responsible for defining strategic direction and executing initiatives to generate a high-performing sales pipeline and fuel business growth through client acquisition and deepening. You will partner with a cross-functional team to increase funnel volume and quality while also optimizing the sales management process.
If you have an entrepreneurial, agile and detail-oriented mindset with a focus on delivering great employee and client experiences, this is a great opportunity.
Job Responsibilities

• Define the strategy and execution of end-to-end insights and leads optimization for J.P. Morgan Private Client
• Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication
• Direct strategic thinking and approach, quickly identifying most critical aspects of problem and most appropriate structure on individual work streams
• Collaborate with Private Client Sales Strategy team and colleagues across analytics and marketing teams to design, develop, validate success with analytics, employee and client feedback and optimize the sales management of leads/insights
• Define customer routing and management rules to increase funnel volume and quality
• Be exposed to and influence the growth agenda of the Private Client business
• Test and learn to improve customer routing logic and send the highest quality insights to the optimal channel, in partnership with Product Owners and Data and Analytics
• Operationalize funnel measurement and reporting packages in partnership with Data & Analytics

Required Qualifications, Capabilities and Skills

• 5 or more years of relevant experience, with a preference for client acquisition, marketing, management consulting, corporate strategy, digital and similar roles
• Experience managing delivery across multiple work streams with varying timelines, priorities and complexities
• Proven ability to execute via successful internal partnerships with other organizations; Adept at influencing peers with diverse points of view and building consensus
• Proficient MS Excel and PowerPoint skills
• Strategic ability to connect business results to behaviors and distill complex ideas into consumable and actionable materials
• Experience authoring business requirements, defining user stories and leading execution including bringing together cross functional teams within an Agile development framework
• Experience analyzing, communicating and executing against complex business initiatives, and the ability to influence and partner effectively across a global organization
• Demonstrated track record of adapting to a rapidly changing business environment; ability to quickly assess situations, act decisively and capitalize on change
• Excellent presentation skills communication skills, both oral and written
• Industry involvement - staying abreast of industry trends and issues; and demonstrated ability to manage tight delivery timelines and calmness under intense pressure
• Commitment and self-motivation suitable to a start-up team in a large organization

About Us
Chase 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. For those in eligible roles, discretionary incentive compensation which may be 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 Team
Our 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.