Job ref no.: CT3114386-01#6468

CIB V Investor Services, Sales Enablement - Knowledge Specialists V Associate

JP Morgan Chase

Our main objective is to support Investor Services to lead the industry with evolved, innovative sales collateral by:

  • Helping the firm win business by putting the best in class sales collateral in the hands of our prospects and clients. We leverage time and reduce demand on sales, product and other subject matter experts.
  • Representing the firm by selling Investor Services in the same way around the world - while flexing to meet the local needs of our regions and markets. We do this with singularly content, messaging, branding, information and data points.
  • Creating high quality sales documents using a consistent execution and project management plan. We help customize our sales documents to speak directly to our clients’ needs, values and decision making criteria
  • Centralizing content management & delivery by building and actively managing a centralized knowledge base, which is the starting point for the team in the creation of our final products. We create and deliver a Sales Enablement Desktop to provide the selling organization with an “only what you need" and “always up to date" source of sales materials and tools.
  • Provide trend analytics and reference management by managing, tracking, analyzing and delivering deal related trending over time across multiple data points internally (Grid) and externally (Chatham).
Position Summary
The group’s core objective is to help the firm win business…by building the best sales collateral, in the shortest amount of time, with the smallest time involved from Investor Services stakeholders. This position is both accountable and responsible for actively project managing, creating and delivering best in class projects, as well as capturing and leveraging material for future use.
Knowledge Specialists reports into the Global Knowledge Manager in New York. The knowledge team has 12 people working together to continually enhance & maintain three platforms:
  • a knowledge base system – QPA (used by the Sales Enablement Group and a small number of approved product and subject matter experts)
  • a sales material delivery platform - the Sales Enablement Desktop, which is available to the firm globally and has over 3,500 users
  • a team project management, resourcing & reporting system – The Grid (delivered through Salesforce).
The Knowledge Specialist will maintain, update and enhance content of databases (statistical and written content). The databases are used for a number of sales functions, including building proposals, pitch books, marketing & industry publications and general day to day business decision making.
The individual must be self-motivated, have excellent project / time management skills, and focus to drive projects to completion within set deadlines.
Position requires interaction with all levels of staff, including sales officers, relationship management, product managers, business managers and line staff around the world. They are required to write, edit or customize database responses to address specific client/prospect requirements or feedback from subject matter experts.
Key responsibilities include:
  • Ensure that information in database(s) is current, accurate and consistent through database drafts and regular content reviews.
  • Coordinate with subject matter experts to update database with new responses as products are enhanced.
  • Ensure database works effectively by maintaining records, including folder structure, keywords, reviewer assignments and other relevant fields.
  • Look for ways to provide additional value to our stakeholders, enhance efficiency within our team and strive for continuous improvement
  • Reporting, regular and ad-hoc on asset usage and user activity
  • Maintenance of users
  • Co-ordination and compilation of SOPs for the Sales Enablement Group
  • Adhoc projects
  • 3 - 8 years’ experience with proposals, presentations and / or Knowledge-Base management (QPA strongly preferred)
  • Strong team player skills. Must be able to work within a remote team / manager environment
  • Strong & effective communication skills, verbal & written, and ability to set and manage expectations
  • Self-motivated, with excellent project management skills & ability to drive projects through to completion
  • A proven ability to engage stakeholders from across the business and form effective working relationships; requires strong communication and relationship building skills
  • Ability to work well and effectively under pressure and tight deadlines.
  • Strong organisation skills and the ability to continually re-assess priorities
  • Excellent business writing, organizational and project management skills are essential.
  • An understanding of securities services industry and products
  • Excellent written English, including a understand of both British & American English
  • Advanced proficiency with MS Word, Excel, PowerPoint required
  • College degree (BA or BS), course work in finance or marketing preferred
  • Experience with Sales force desired but not required
Interested parties please click Apply Now to apply job.

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More job information
Job ref no. CT3114386-01#6468
  • N/A
Job Function
Employment Term
  • Full-time
  • 3 years - 13 years
Career Level
  • Non-management level
  • N/A