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CIB-Americas Sales Pitchbook Writer- Associate

Req #: 180025574
Location: New York, NY, US
Job Category: Sales/Trading/Research
Potential Referral Amount: 0 US Dollar (USD)

The Sales Enablement Group is part of the Investor Services sales organisation, reporting to the Head of Sales in New York.  The group contributes to the Investor Services sales result through the creation and production of sales collateral (proposals & pitchbooks) and the management & delivery of (information) assets to the selling organization.  In doing so, the group works in close partnership with subject matter experts from areas including sales, marketing, client service, segment, product management, operations and pricing.  The group is 45 people organised functionally across four teams - Proposals, Pitchbooks, Design and Knowledge Management; and geographically across five countries - United States, United Kingdom, India, Philippines and Hong Kong.

The group’s core objective is to help the firm win business…by building the best sales & marketing collateral in the shortest amount of time, with efficient use of time from Sales, Product and other subject matter experts. 

Reporting to the Global Pitchbooks Manager (based in Hong Kong), The Americas Sales Pitchbooks Writer is accountable and responsible for actively project managing, creating and delivering best in class Pitchbook documents while acting as the onshore lead for the Americas Pitchbook Team. This is achieved as the local presence within a global team of Pitchbooks writers.  The Pitchbooks Writer will work closely with his/her colleagues in the broader Global Pitchbooks team and in partnership with his/her colleagues in the Knowledge, Proposals, and Design teams.


On a daily basis, the Pitchbooks Writer is responsible for overall pitchbook planning & execution - and coordinating all pitchbook activities from controlling the pitchbook development process to preparing compliant, winning pitchbooks.   Within this core objective, the Pitchbooks Writer is responsible for developing a strategic pitch document, translating requirements, sales themes and strategies into pages that meet the customers' needs as provided by the Sales Executive. This requires ensuring that all pitchbook contributors adhere to the pitchbook development process and that the pitchbook speaks to the needs of the client.  The Pitchbooks Writer will need to facilitate strong working relationships with senior partners in the firm across sales, service, markets, product, platform & technology.


As well as delivering sales Pitchbooks, the Pitchbook Writer is expected to contribute to the constant improvement and reengineering of the execution model and process.  Within the strategic framework of the Sales Enablement Group, and in partnership with the Pitchbooks team - the Pitchbooks Writer is expected to conceive, escalate and execute constant development to the methodologies and product of pitchbooks – including transformation of layouts, packaging & electronic delivery mechanisms.

Key Accountabilities/Major Responsibilities:

  • Appropriately project-manage Pitchbook document creation, focusing on the development and execution of excellence in written and visual communications for stakeholders in Americas Sale
  • Project management of multiple documents with tight deadlines (local, regional and global).
  • Manage and monitor workload to ensure an even distribution of workload and that all internal/external deadlines are met.
  • Manage pitchbook documents - developing and executing excellence in written pitch communications for stakeholders.
  • Escalate problems and issues appropriately for resolution in advance of project deadlines. 
  • Building and maintaining meaningful relationships with internal clients in Americas Sales with a view to increased engagement, workflow and profile of the Pitchbooks team.
  • Evaluate pitchbook processes against firm and industry standards to ensure that JPM’s product is competitive.
  • Work in partnership with Proposals, Knowledge, Design including effective engagement and communication to ensure execution of group strategy
  • Ensuring adherence to SOPs detailing step step-by-step processes for BAU activities.
  • Engaging and communicating effectively with the Global Pitchbooks Manager to keep them informed of activity in the region.
  • Act as local onshore point of escalation for queries and issues, resolving them directly wherever possible.
  • Suggest ways to further refine process, systems and methodologies to improve the quality of work completed by the Pitchbooks Team.
  • Behave and operate at all times as a leader in the business.  Represent the best interests of Investor Services Sales and the Sales Enablement Group as your first goal in any interaction.
  • Continually work with stakeholders, contributors and the Knowledge team to gather, maintain and deliver accurate, compliant and up-to-date materials. 
  • Five or more years’ experience in sales, proposals, sales support, Pitchbooks and/or business writing/communications or marketing
  • Experience in writing sales documents, understanding importance of key messages
  • High level of competence working effectively with senior and middle managers - to gain cooperation and collaboration for high-profile business opportunities.
  • A proven ability to engage stakeholders from across the business, and form effective working relationships; requires strong communication and relationship building skills
  • Strong knowledge of financial services and securities industry and/or similar experience
  • Ability to work well and effectively under pressure and tight deadlines and managing multiple projects
  • Ability to provide effective oversight and management of multiple projects, and meet multiple deadlines; to work overtime as required, during critical phases of projects.
  • Strong problem-solving skills, ability to implement process change and quality controls
  • Strong organisation skills, project management skills and the ability to continually re-assess priorities
  • Excellent written English with strong business writing is essential
  • Proficiency with MS Word, Excel, PowerPoint required
  • Bachelors degree, work in finance or marketing preferred

  • Excellent interpersonal skills

  • Strong attention to detail

  • Self starter with sound judgement and ability to operate unsupervised and apply initiative

  • Confidence and assertiveness and an ability to deal with all levels of management within J.P. Morgan

  • Good time management skills

  • Willingness to accept responsibility and accountability for meeting deadlines

  • Professional attitude and ability to respect the confidential nature of information handled

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