JPMorgan Chase & Co.

CIB, U.S. Merchant Services, Marketing, Presentation Associate

Posted on: 5 Feb 2021

Plano, TX

Job Description

This role is for a Presentation Associate on the U.S. Merchant Services Presentation team in Plano, TX or Wilmington, DE. The Presentation Analyst is responsible for providing strategic, technical, and creative expertise to coordinate high-quality, effective presentations that result in either new revenue or the successful retention of existing clients for Merchant Services.
A strong Presentations Analyst is a strategic thinker, creative writer and storyteller with the ability to understand how to address a large number of clients and prospects with content and also customize presentations by gaining an understanding of an individual merchants needs and conveying our companys value proposition in a compelling way without sacrificing compliance and brand requirements. They must be able to effectively project manage, balance multiple projects and prioritize with tight deadlines, leading stakeholders at varying levels across multiple lines of business within the firm.

Responsibilities Include:

Business Results

* Partner with sales and account executive teams to analyze the needs of the client and leverage existing preapproved content or create new content to tell a compelling story that strategically aligns our capabilities with the Merchants needs.
* Develop working knowledge of Merchant Services product suite in order to provide appropriate recommendations for each presentation. Translate technical information into language understood by all levels of clients.
* Research topics, gather information and consult with subject matter experts to clarify details and develop both preapproved and custom presentations.
* Proactively perform needs assessment to identify gaps in preapproved content and create material to fill those gaps.

Client/Customer Focus

* Ability to think strategically across multiple parts of our business and distill a clear and compelling message for clients and prospects, with a focus on strategic initiatives and managing strategic presentations for our most important clients (entails managing a lot of feedback, executive involvement and delivering in tight timeframes.
* Perform discovery calls and project manage multiple presentations simultaneously ensuring all stakeholders actively participate and meet critical deadlines.
* Deliver client surveys to key stakeholders upon presentation completion, achieve satisfactory results, celebrate wins and act on opportunities identified.
* Periodically conduct post mortems to identify opportunities for improvement to our product and process and where necessary, share learnings with team.

Teamwork and Leadership

* Collaborate with peers across Presentation and Proposal teams to support presentation development efforts, share best practices, and increase team efficiency.
* Proactively identify opportunities for improvement and leverage change management discipline to bring ideas to fruition.
* Lead teams efforts to expand support model and other critical projects as needed.

Risk and Controls

* Ensure all materials are compliant with legal and J.P. Morgan brand guidelines prior to publication

Qualifications:

* 2-3 years of hands-on experience writing and creating presentations and/or marketing materials required
* Strong project management and organization skills required
* Exceptional verbal and written communication and editorial skills
* Graphic design experience with a strong portfolio strongly desired
* Ability to tell a compelling story
* Solid understanding of Merchant Services products and services preferred
* Payments industry knowledge desired
* Strong leadership skills and ability to interact, influence and communicate effectively with all levels of the organization
* Proven self-starter, detail oriented, well organized and able to multi-task effectively
* High level of independence, energy and integrity, demonstrates respect for a diversity of opinions and styles, and accepts accountability
* Unwavering integrity
* Ability to work outside of normal business hours, as required, during critical phases of a project
* Ability to work effectively under tight deadlines and pressure
* Proficiency in Microsoft Office, specifically, advanced capabilities using PowerPoint
* Knowledge of Adobe Illustrator, Photoshop and other publishing software preferred
* Bachelor's Degree preferred

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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