Securities Services Sales - Asset Owner - Analyst
Aumni
Job Description
J.P. Morgan Securities Services Sales combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella. These businesses occupy top-tier positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities for our clients.
As an Analyst in Securities Services Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on our Asset Owner segment, including Pensions, Treasuries, Endowments, Foundations, Insurers and Government-Sponsored Enterprises (GSE) client segments across the US and Canada. In this capacity, you will be primarily responsible for growing our business through new client acquisition as well as a component of managing and expanding strategic existing client relationships. You will have direct client coverage responsibilities and also work with senior sales executives to support strategic opportunities.
Job Responsibilities:
- Identifying, prospecting, leading and winning new business with institutional clients in the Pensions, Treasuries, Endowments, Foundations, Insurers and Government-Sponsored Enterprises (GSE) client segments across the US and Canada
- Manage relationships with existing clients, including ownership of commercial strategy, contractual negotiations and cross-selling incremental business opportunities.
- Create marketing materials, updates, request for proposal (RFPs) or presentations for clients or internal use as needed, ensuring all materials meet brand and marketing standards;
- Managing the client's and J.P. Morgan's mutual interests through in-depth calling and understanding of opportunities.
- Working effectively with internal partners across product, service and operations to deliver a best in class service to our existing clients.
- Developing and maintaining industry and market expertise to maximize the client's business strategy while partnering with banking, markets and asset management coverage to identify opportunities.
Required qualifications, capabilities and skills:
- 1+ years of experience in sales and trading, investment management or similar client management roles.
- Possess strong client-facing skills able to interact at different levels of a client organization;
- Possess strategic, creative and problem solving skills as well as solid written and verbal communication skills; Ability to help identify innovative solutions to best serve customers and manage risk
- Familiarity with the financial markets and investment products including traditional asset classes and alternative products;
- Strong quantitative and analytical skills as well as proficiency in Excel, PowerPoint;
- Demonstrate excellent time management, organizational, team building and planning skills
- This role will require a degree in a relevant field (i.e. Finance, Business Management, Computer Science, etc.).
Preferred qualifications, capabilities and skills:
- FINRA Series 7 and 63 securities licenses will be required for the role so it is preferred if the candidate already is licensed. If they do not, they will need to obtain the licenses before or soon after they start.
About Us
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 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 is an Equal Opportunity Employer, including Disability/Veterans