JOB DESCRIPTION
FX and global payments are critical drivers of the international growth agenda for the global Payments business and J.P. Morgan Payments Brazil is looking for an associate to join the Product Sales Specialist (PSS) team to support the execution of the FX Payments growth strategy in Latin America.
The Cross Currency Solutions PSS associate will play a key role in the growth acceleration of the regional and cross-regional FX P&L through a full range of sales activities:
- Joint planning with Payments Sales, Bankers and FX Marketers across LATAM to ensure solutioning alignment for clients
- Prospecting of clients that do not use the Cross Currency Solutions suite
- Mining the existing Payments portfolio for business development opportunities
- Managing attrition, pursuing portfolio growth with existing clients as well as generating new business
- Supporting other members of the team with client pitches, opportunity analysis and presentations to key stakeholders
The Cross Currency Solutions PSS associate will be part of a larger global team that develops business across regions as well as within the region.
This role requires an understanding of FX, corporate workflow, the payments landscape in addition to the role that cash management related FX plays in AP/AR processes. This is an ideal role for someone who wants to work with a dynamic, markets-oriented product set and directly drive growth of a key strategic solution for JPMorgan.
Key Responsibilities
- Work alongside Senior Cross Currency Solutions PSS supporting the execution of the strategy for growing the Latin America P&L
- Pipeline management and target list development, execution from pre-sales to winning mandates and closing deals, senior management reporting
- Opportunity analysis by leveraging internal data
- Conduct Portfolio Reviews across Banking and Payments stakeholders, and measure progress against identified opportunities
- Client presentations and presales activities - Coordinate with Payments Sales, JPM Bankers and FX Sales for proactive and targeted client calling; develop and present client relevant and thoughtful solution presentations
- Close coordination with Payments sales, product management and RFP team to coordinate RFP responses and pricing decisions
Qualifications
- BA, Economy or Engineering from a top-tier program or equivalent graduate level education preferred
- Strong knowledge of transaction banking, Payments FX, cross-border payments
- Payments or FX oriented sales experience and excellent client facing skills.
- Able to work under direct portfolio growth targets, in a competitive environment
- Exceptional writing, verbal communication and client facing skills
- Ability to develop collaborative relationships with key internal partners – sales, product management, client service, and Global Bankers
- Advanced Power Point and Excel
- Fluent English and Advanced or Fluent Spanish
- Availability for International Travel
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
JOB DESCRIPTION
When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.
As a Transition Specialist within J.P. Morgan Advisors, you will be a crucial part of a newly recruited Financial Advisor(s) team. Your role will involve actively transitioning their clients and business from their previous firm. You will be extensively involved with the Financial Advisor and client contact and will be involved in all activities that touch prospective or existing clients of the newly recruited Advisor and support team. You will be a day-to-day training resource to the new Financial Advisors and their existing support staff around J.P. Morgan Advisors procedures, systems, and best practices. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team.
Job Responsibilities:
- Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
- Partner with Client Onboarding Group on account opening process for all new clients (brokerage, managed, credit, and deposits). Includes managing, and tracking, the flow of outgoing and incoming client account opening documentation, reviewing client documentation for accuracy and completeness, and other collection of account-specific information, while operating within compliance with regulatory procedures.
- Review client account activity on a daily basis to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
- Train new support team to perform account maintenance including money transfer requests, address changes, etc.
- Complete ad hoc, Financial Advisor and client-related projects as needed.
- Potentially serve as informal “team lead” for an onboarding effort, responsible for reporting, executive summaries, etc.
Required qualifications, capabilities, and skills:
- Series 7, 66 and SIE licenses required within 120 days from start
- Ability to travel domestically, up to 75%, and for extended periods of time is required
- Proven ability to be a self-starter and work independently in a high-pressure environment
- Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
- Demonstrate proactive follow-up and follow through on a task from start to finish
- Ability to communicate effectively with clients and provide financial solutions
- Highly proficient user of Outlook, Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
- Bachelor's degree or equivalent experience preferred
- 10 plus years of financial services experience preferred
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.