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.
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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