Product Marketer – Commercial & Investment Bank jobs at Jpmorgan in United States, New York

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a USD Treasury Payments Sr Product Associate within Global Clearing, you will have responsibilities across Payments products, specifically responsibilities for Clearing House Settlement and CLS USD Nostro Services.

Job responsibilities

• Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries
• Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance, legal and other groups to ensure proper due diligence and review prior to presenting to stakeholders
• Ensuring client-facing materials, agreements and internal job aids are accurate, up-to-date and position/protect appropriately
• Identifying and implementing the technical and business requirements to support additional clearinghouses
• Deepening relationships with clearinghouses, CCPs and CLS Bank to ensure information exchange and alignment with strategic initiatives
• Partner with the Product Managers to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes the requirements, epics, and user stories to support product development

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in product management or a relevant domain area
• Proficient knowledge of the product development life cycle
• Experience in product life cycle activities including discovery and requirements definition
• Developing knowledge of data analytics and data literacy
• Experience in High Value (wire) transfers, Fedwire, ISO 20022
• Experience with Clearinghouse Settlement & CLS
• Knowledge of securities services including custody, transfer agency and other funds services

Preferred qualifications, capabilities, and skills

• Experience in client-facing roles
• Proven track record in risk identification and management
• Demonstrated prior experience working in a highly matrixed, complex organization
• Blend of critical and creative thinking, outstanding communication skills, and ability to inspire and work well with others

Job Responsibilities:

• Review and report daily P&L and risk.
• Validate and understand daily P&L explains, including Volcker attributions and residual amounts.
• Identify, design, and implement new controls and processes for P&L/risk production.
• Provide daily/weekly/monthly P&L commentaries to senior management.
• Liaise with Financial Control to investigate and resolve MTD P&L breaks.
• Partner with the business to implement robust controls and new initiatives.
• Coordinate across front and back office support functions to resolve control and reporting issues.

Required Qualifications, Capabilities, and Skills:

• Work experience in Product Control, Financial Control, Accounting, or related area.
• Experience with P&L and month-end close processes.
• Bachelor’s degree in Accounting, Finance, Business, or related area.
• Strong analytical skills and attention to detail.
• Excellent communication skills and ability to build strong relationships.
• Team player with the ability to work effectively across diverse functions and locations.

Preferred Qualifications, Capabilities, and Skills:

• Proven experience as a self-starter.

Job Responsibilities

• Develop a product strategy and product vision that delivers value to customers
• Manage discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
• Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
• Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives
• Partner across Design, Data, and Technology teams to deliver large-scale initiatives and collaborate with Risk, Controls, Compliance and Legal to ensure a strong risk and control environment
• Manage production support, issue and defect resolution, and prioritization
• Publish regular executive reports summarizing the overall health of the product, industry and competitive trends and the voice of the customer

Required qualifications, capabilities, and skills

• 7+ years of experience or equivalent expertise in product management or a relevant domain area
• Proven ability to lead product life cycle activities, including discovery, ideation, strategic development, requirements definition, and value management
• Advanced knowledge of digital payments and the product development life cycle, design, and data analytics
• Excellent communication, analytical and problem-solving skills
• Proficient with JIRA, Microsoft Office tools, and Confluence
• Ability to thrive in a cross-functional environment while balancing multiple responsibilities, scoping projects, evaluating priorities, and effectively working well within a team

Preferred qualifications, capabilities, and skills

• Thorough understanding of small business customers and their needs
• Demonstrated prior experience working in a highly matrixed, complex organization