Job Description

Job Description

Be part of a dynamic team that helps J.P. Morgan win new business by delivering compelling, customized proposals and sales materials. Your work will directly impact our success in the Americas region and beyond.

Job summary
As a Proposal Writer in the Securities Services Sales Enablement Group, you’ll collaborate with sales, product, and subject matter experts to develop persuasive proposals and pitchbooks. You’ll manage multiple projects, synthesize input from diverse stakeholders, and ensure our materials reflect client needs and firm strategy. This role is based in New York and reports to the Americas Proposals Manager.

Job responsibilities

• Create best-in-class proposals for the Americas region and other regions as needed
• Manage proposals and relationship documents, utilizing excellent written communication
• Project manage multiple documents with different stakeholders and tight deadlines
• Review and analyze proposal needs to determine key project requirements and construct tailored materials
• Generate initial drafts using content knowledge base and other sources
• Organize teams of subject matter experts and coordinate their timely input
• Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
• Drive the deal process and provide consultative input and direction toward completion
• Proactively identify risks and red flags that may derail projects
• Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
• Coordinate with subject matter experts and content manager to update central knowledge base
• Build and maintain relationships with internal clients across regions, understanding cultural nuances
• Communicate effectively with the Regional Proposal Manager regarding activity in the region
• Represent the best interests of Securities Services and the Sales Enablement Group in all interactions

Required qualifications, capabilities, and skills

• Solid background in writing sales documents, understanding key messages and unique selling points
• Demonstrated understanding of the securities services industry and associated products
• Strong project management and stakeholder management skills, with the ability to manage tight schedules
• Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
• Advanced degree or post-graduate diploma preferred but not required
• Advanced proficiency with MS Word, Excel, and PowerPoint

Preferred qualifications, capabilities, and skills

• Knowledge and experience with Qvidian and Salesforce preferred
• Ability to collaborate with cross-functional teams and build relationships globally
• Self-starter with sound judgment and ability to operate independently and apply initiative

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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, paid in the form of cash and/or forfeitable equity, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Job Tags

Similar Jobs