Proposal Coordinator jobs in United States, New York, New York

As a
VP, Product Marketing

You thrive working in tribes and squads that focus on specific products and projects – and depending on your strengths and interests, you'll have the opportunity to move between them.

Job responsibilities:

• Partner closely with Product to develop a deep understanding of what they are building and how it works to deliver differentiated value to customers.
• Craft compelling pitch decks and assets with customer centric narratives and positioning for API B2B products
• Act as a voice of the customer and market, keeping your finger on the pulse to understand our competitive advantage and provide a feedback loop to Product stakeholders.
• Collaborate cross functionally to name, bundle and package new product offerings in a way that makes commercial sense to prospective buyers
• Co-ordinate and execute on cohesive launch strategy, ensuring stakeholders are aligned and working towards launch campaign objectives.
• Develop marketing assets, such as demos working with designers and/or vendors.
• Strategically identify opportunities to engage target segments, through comms or campaigns.

Required qualifications, capabilities and skills

• Experienced B2B Product Marketer based in London that is comfortable hitting the ground whether rolling up sleeves to create sales enablement materials, pitches or battlecards for different audiences, or driving launch plans.
• Proactive self-starter with an inquisitive mindset, who is able to ask the right questions and understand how things work in order to translate the value for different audiences.
• Customer centric; you act as the voice of the customer and bring an informed point of view, applying a customer centric lens to everything you work on.
• A storyteller, able to extract signal from noise, synthesise vast amounts of information from a myriad of sources to create narratives that are authentic, inspiring and differentiated.
• A strong communicator that is able to translate technical detail into customer value without getting lost in complexity, or losing specificity.
• Analytical; comfortable working with qualitative and quantitative data to inform strategy and better understand our market opportunity.
• A planner, who is highly organised and able to add structure around GTM projects to manage expectations with stakeholders.
• A people person that is able to work with a range of technical and non technical cross functional stakeholders and different personalities to achieve results.

Preferred qualifications, capabilities and skills

• Experience working in Financial Services, Fintech or B2B SaaS strongly preferred
• Familiarity of enterprise sales and selling within regulated industries
• Confident positioning and creating narratives on technical products
• Experience working in both a start up environment as well a more mature company a plus

The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events. Experienced self-starter that can quickly begin to contribute and manage events independently. Access events can include investor tours, conference meetings and non-deal roadshows.

Job Responsibilities:

• Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
• Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
• Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
• Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
• Manage communications with corporate and investor clients to organize investor meetings.
• Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Liaise with company management teams, research, and institutional sales to develop and execute corporate access events.
• Effectively market Corporate Access events internally to research sales and sales trading.
• Work closely with research sales and sales trading to monetize Corporate Access events.
• Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
• Ensure all events follow J.P. Morgan legal, compliance and expense policies.
• On-site staffing of events to ensure seamless execution and manage client inquiries and requests.

Require qualifications, capabilities, and skills:

• Experience in meeting management at an investment bank required.
• Strong front office experience and knowledge across markets business preferred.
• Detail oriented and self-motivated.
• Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs.
• Microsoft Excel, PowerPoint and MS Word proficiency
• Demonstrate good judgment - decision-making is your strongpoint.
• Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning.

Preferred qualifications, capabilities, and skills:

• Experience with event management platforms such as BTS is ideal.
• Ability to travel as needed for site visits and event execution.
• Flexibility to work evenings and weekends as required by event calendar.

Job Responsibilities:

• Develop and implement strategic event plans that enhance client relationships and promote J.P. Morgan's brand.
• Partner with JPMorgan event hosts/sponsors to define objectives, requirements, and budgets, ensuring alignment with business goals.
• Research and select venues, negotiate high-value contracts, and manage strategic relationships with vendors.
• Develop and oversee event budgets, ensuring cost-effectiveness and adherence to financial constraints, while optimizing resource allocation.
• Direct communications with corporate and investor clients to organize investor meetings, ensuring high-level engagement and satisfaction.
• Manage all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Collaborate with company management teams, research, and institutional sales to design and execute innovative corporate access events.
• Strategically market Corporate Access events internally to research sales and sales trading, driving participation and engagement.
• Work closely with research sales and sales trading to monetize Corporate Access events, identifying opportunities for revenue generation.
• Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events.
• Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity.
• Provide on-site support during events to ensure seamless execution and address client inquiries and requests.

Required Qualifications, Capabilities, and Skills:

• Substantial experience in meeting management at an investment bank, with a proven track record of strategic planning.
• Strong front office experience and knowledge across markets business
• Exceptional communication skills, both verbal and written, with the ability to engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures, with a focus on strategic client engagement.
• Proficiency in Microsoft Excel, PowerPoint and the ability to leverage technology for strategic planning.
• Demonstrate excellent judgment and decision-making skills, with a focus on strategic outcomes.
• Strong interpersonal skills, with the ability to listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

• Experience with event management platforms such as BTS, with the ability to leverage technology for strategic advantage.
• Ability to travel as needed for site visits and event execution, with a focus on strategic client engagement.
• Flexibility to work evenings and weekends as required by event calendar, with a commitment to strategic outcomes.

In this role you will:

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Required Qualifications:

• 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Cash handling experience
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Motivate others to achieve full potential and meet established business objectives

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship

Posting Location:

• 5101 13th Ave. | Brooklyn, NY

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: