What are the responsibilities and job description for the Securities Services Sales - Asset Owner - Associate position at JPMorgan Chase?
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 Associate 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:
- An ideal candidate has at least three years’ experience in sales and trading, investment management or similar client management roles. Additionally, candidates should meet the following criteria:
- 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.
