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Associate: Advisor Marketing Compliance - Channel Marketing - Asset Management

JPMorgan Chase, Bengaluru, Any

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. J.P. Morgan Asset Management is among the world's largest and most respected investment managers. Our experienced professionals operate across the U.S., Europe, Asia, Latin America and other key financial centers worldwide. Together, they deliver a diverse range of investments spanning all major asset classes, market sectors and geographic regions - from mutual funds to separate accounts, traditional strategies to alternatives, single-asset portfolios to packaged solutions. The U.S. Funds business sits within JP Morgan Asset Management and provides retail clients with investment solutions (J.P. Morgan mutual funds, ETFs, separate accounts, subadvised accounts and 529 college-savings plans) through financial intermediaries (wealth management firms, independent broker/dealers, retirement platforms, banks and institutional clearing platforms). Asset Management India Client & Product teams cover functions that span across the entire lifecycle of a client. Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics. The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies. The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services.JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. Team Description: The Channel Marketing team is responsible for driving a strategic marketing plan that leverages marketing touchpoints across email communications, digital properties and tools, in-person and digital events and media to drive awareness and engagement with advisors and support broader business goals. In addition to producing content and managing the production process, the team drives client engagement and business impact through ongoing review of content quality and delivery enabled by digital and data capabilities. Success in this role will demand solid understanding of the industry, products, and client needs, exceptional writing and content marketing skills, and a strong desire to continuously evolve and enhance to create greater positive business impact. Job Description We are seeking a dynamic and highly motivated individual with demonstrated marketing experience and/or a strong foundational understanding of the asset management industry. The Marketing Associate will support initiatives for the Advisor Marketing channel. The role requires working closely with the US Advisor Marketers to manage the pipeline of materials / content required to be submitted to key partner firms in order to do business outside of J.P. Morgan. Amongst others, responsibilities will include managing specific content approvals, submission via 4U platform or email, communicating back approvals / providing a status and tracking approvals. This role requires marketing generalist competencies but offers the exciting opportunity to cultivate experience and specialization based on the individual's interests and talents.Responsibilities Work with internal stakeholders to manage firm approval process for key partner firms (Financial Intermediaries / Platforms) - obtain firm approvals, assess content type and obtain FINRA letter(s) if applicable Liaise with the third party vendor for marketing strategy email approvals, submit marketing materials to Compliance and monitor approval statuses Coordinate with varied members of the US Funds marketing team for ad-hoc request related to marketing approvals Oversee web page experience for improvement and maintain up to date web page content Own the content updates for specific marketing materials i.e. sales flyers, product availability listings, sales coverage maps Ensure schedule visibility by posting information on shared sites in Confluence and Frontpage Manage email creation and distribution using multiple online tools such as Workfront and Nexus, for channel-specific campaigns and ad hoc e-mailsQualifications We are looking for an ambitious candidate that is able to work independently, as well as collaboratively within a team. The ideal candidate will demonstrate an eagerness to learn, ability to effectively manage many complex projects in a fast-paced environment, ideally in financial services marketing. Key qualifications include: Education-Master's degree, preferably in a marketing related discipline Project management- a strong sense of ownership, excellent attention to detail, solid organizational skills and the ability to manage projects to a timeline while accurately managing large volumes of information. Capacity to multi-task-the ability to pivot efficiently from one initiative to another in a fast-paced environment and a keen sense of prioritization Identify best practices and procedure improvements for executing marketing projects Communication ability-outstanding written and verbal communication skills. Grammatical expertise, outstanding written and verbal communication skills, ability to proofread Build relationships with partners across the marketing organization. The ability to develop credibility and trust through consistent delivery of quality outcomes across a matrix within Marketing Risk and control - the ability to identify potential risks and apply appropriate mitigation controls Proficiencies-solid competency in Microsoft applications including Word, PowerPoint and ExcelAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.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 TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/22/2024 10:26 PM

Technical Consultant

Salesforce, Bangalore, Any

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. About Salesforce Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionise companies, careers, and, hopefully, our world.Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being named one of the FORTUNE "100 Best Companies to Work For®" for 12 years in a row.There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.Role Description:Salesforce industries' goal is to deliver rapid, value-driven customer solutions for complex business problems. Our Salesforce Developers are key players in this objective, as they can leverage native Industry Cloud functionality to deliver customer requirements quickly with minimal customisation.You'll be responsible for turning the program design of our Solution Architects and Technical Architects into a configured solution that meets the customer's needs.Working predominantly in Agile scrum teams, you'll be building out complex business processes using Industry Cloud technology and the toolkit of the platform.You'll be involved in all phases of the project lifecycle - from low-level design and development through to deployment and post-production support.You'll acquire a deep product knowledge of the Salesforce Industries vertical applications, and will be able to mentor customer (and system integrator) resources and accelerate knowledge transfer to them.You'll also act as a champion in the wider Salesforce Industries partner ecosystem, sharing best practices, lessons learned, and time-saving techniques.Minimum Requirements:3+ years experience working on deployment teams, ideally using Agile development techniques.Proven track record of successful delivery of customer projects, preferably enterprise CRM implementations.Experience in building solutions in the financial services industry.A self-starter, adept at picking up new skills and technologies, and eager to break new ground.Excellent communication skills, equally comfortable with crafting emails as leading a white-board discussion with customers or delivering a technical presentation.Vision to help us take our company to the next level.Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Technical Requirements:Salesforce (Apex, VisualForce, Lightning)Java, SOAP APIs, REST (JSON, XML)Data modelingProcess modeling tools and best practicesPreferred Requirements:Knowledge of OmniStudio (Integration Procedures, Data Raptors, Omniscripts)Excellent interpersonal and communicationAccommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/22/2024 03:21 PM