Job responsibilities
- Collaborates on consulting engagements to understand clients’ current processes, challenges, and priorities
- Collaborates with deal teams and management, including Banking and Treasury Officers, to create industry-modified solutions for our clients
- Assists with the development of client and prospect presentations and collateral for both internal and external audiences, while taking ownership of post-client meeting activities
- Researches and analyzes client and industry data to identify process improvement opportunities
- Support the Treasury Consultant in engagement and client delivery with the vetting, scoping, and execution of the client engagement through note taking, producing consulting output, and client presentations.
- Assist with the development of case studies, white papers, thought leadership pieces, and internal team materials for sales enablement purposes
- Help guide the generation of ideas to develop and build new tools for internal and client use that improve the client experience
- Be responsible for internal initiatives and strategy (e.g., team learning & development, new segment support strategies, stakeholder management approaches, etc.)
- Develop strong treasury acumen via structured and self-paced training focused on treasury thought leadership, understanding trends in treasury, banking and payments, and JPMorgan’s core cash / Treasury services product suite
Required qualifications, capabilities, and skills
- 3+ years of experience in supporting product solution development and sales within the industry
- Experience transforming data into actionable insights for internal and external client-facing use
- Proven ability to think strategically and transform abstract ideas into an action plan
- Strong focus on delivering product value through effective, iterative cycles of product development
- Advanced/Strong Microsoft office skills needed, particularly PowerPoint and Excel
- Familiarity with Treasury process familiarity and knowledge of the order to cash, and the procure to pay processes, daily cash processes, bank account and relationship management.
- Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables; ability to work independently on multiple projects simultaneously
- Effective verbal and written communication, strong interpersonal skills, resourcefulness, technical, team player, strong work ethic
- Travel Requirements: 25% - 50%
Preferred qualifications, capabilities, and skills
- Experience working in a large corporate treasury or cash operations (accounts payable and accounts receivable) team or in a treasury consulting capacity
- Familiarity and recent user experience with Treasury Management Systems, Enterprise Resource Programs, and other technology solutions that support Treasury, accounts payable and accounts receivable processes.
- Knowledge of J.P. Morgan Treasury Services products
- Bachelor's Degree preferred