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Investment Advisor Salary in India - PayScale

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Client Advisor Support
JPMorgan Chase, Bengaluru, Any
You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis.Job responsibilitie Prepare presentations and materials for client and prospective client meetings Have Thorough knowledge of Asset Classes and characteristics Work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinate with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Provide insights during pre-call meetings and contribute meaningfully Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Update client information periodically and partner with various functional partners to service clientsRequired qualifications, capabilities, and skill Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with minimum 5 to 8 years of experience Excellent stakeholder engagements skills and Fluency in English required Inclination to understand market dynamics and develop expertise and Absolute discretion when dealing with confidential matters Strong understanding of the needs and sensitivities of client management and PowerPoint and Excel expertise requiredPreferred qualifications, capabilities, and skill Able to work under minimal supervision; adaptable to work in demanding environment Detail-oriented and results-focused Excellent interpersonal skills, both written and oral Exceptional follow-up and follow-through skillsAbout 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: 04/03/2024 10:17 PM
Investment Banking Partner (FIG)
Michael Page,
Client Relationship Management:Develops and maintains strong relationships with key clients in the financial services sector, including banks, insurance companies, asset management firms, and other financial institutions.Acts as a trusted advisor to clients, understanding their strategic objectives, and providing tailored solutions to meet their needs.Business Development:Drives business development initiatives to identify and pursue opportunities for growth within the FIG sector.Leads client pitches and presentations, showcasing the company's capabilities and expertise in investment banking services.Collaborates with other practice areas within the firm to cross-sell services and maximize revenue opportunities.Deal Execution:Leads and manages transactions from origination to completion, including M&A advisory, capital raising, and strategic advisory assignments.Oversees due diligence processes, financial analysis, valuation, and deal structuring to ensure successful outcomes for clients.Works closely with internal and external stakeholders to navigate complex regulatory and compliance requirements.Team Leadership and Development:Provides leadership and mentorship to junior team members, fostering a culture of collaboration, excellence, and continuous learning.Promotes knowledge sharing and best practices within the FIG practice, contributing to the professional development of the team.Thought Leadership:Stays abreast of industry trends, market developments, and regulatory changes affecting the FIG sector.Contributes to thought leadership initiatives, including whitepapers, articles, and speaking engagements, to enhance the company's reputation as a leading advisor in the financial services industry.Bachelor's degree in Finance, Business Administration, or related field; MBA or advanced degree preferred.Minimum of 12-15 years of relevant experience in investment banking, corporate finance, or financial advisory services, with a focus on the FIG sector.Proven track record of successfully executing complex transactions, including M&A, capital raising, and strategic advisory assignments.Strong network of relationships within the financial services industry, particularly with C-suite executives and decision-makers.Excellent leadership, communication, and interpersonal skills, with the ability to influence and negotiate effectively at all levels.Sound understanding of regulatory frameworks and compliance requirements relevant to the financial services sector in India.Entrepreneurial mindset with a passion for driving business growth and delivering exceptional client service.Demonstrated ability to work in a fast-paced, dynamic environment, managing multiple priorities and deadlines effectively.
Senior Director, Industry Advisor
Salesforce, Mumbai, 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 SalesJob 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. We have an exciting opportunity for an experienced Customer Advisor to join our Solutions community in the role of Financial Services Advisor - India.The successful candidate will have experience in building trusted relationships with senior leaders in the Financial Services sector and across Salesforce Sales, Product and Solutions organisation to drive customer and business impact.The Industry Advisory will be instrumental in influencing strategy, planning and executing programs to grow Salesforce's Financial Services business in India. The role will involve supporting the success of existing customers and developing new opportunities in this fast moving and key market sector.They will be expected to drive Salesforce's enterprise positioning and solution strategy for Financial Services across the region and drive discussions with customers. To be effective they will need to have a proven and successful track record in Financial Services thought leadership, building transformation business cases and leading enterprise software engagements or implementations.Our Salesforce customer advisory roles are a mix of thought leadership, customer advisory, account strategy, business development, sales execution, and partner engagement. They requires extensive prior industry experience in Financial Services.The candidate would be a natural evangelist with proven leadership experience to drive organisational engagement. They should posses an extensive executive-level network across the Financial Service Industry plus deep partnerships with System Integrators and ISVs.The Industry Advisors drive collaboration with Sales and all other support functions to complete the primary focus of crafting and closing revenue to over-achieve on company quota objectives.Key Responsibilities: Develop a consultative transformation framework that is used to guide sales teams, partners, and customers to:1. Elevate the clarity of Salesforce technology as a digital partner of choice for Financial Services.2. Develop journey maps, deliverable frameworks, and advisory engagement models to overcome culture, business, technology, and political barriers to migrating critical business functions to the Salesforce platformCollaborate with customers and product management to craft the evolution of industry blueprints, investment in industry-specific capabilities, and partnerships to drive the vision for the industryEngage with top customers and prospects to support account planning, provide direct deal support, and provide industry expertise and strategy in key sales opportunities across IndiaInfluence solutions creation to help educate and enable sales, presales, and customer success teamsEngage with key partners on targeted accounts and regional engagement strategiesPresent and lead executive roundtable discussions and industry event presentationsTriaging account strategy requests and categorizing accounts systematically to ensure the accurate resources are being used against the highest priority Annual Contract Value (ACV) targets and accounts identified for industry relevance, use case, and name recognition in the industryDevelop strong relationships with the Product teams to influence the Product Roadmap and bring the full power of the solution to the India region Experience/Skills Required: Minimum 15 years combined Sales, Leadership, Product Marketing, Sales Enablement, Operations and/or similar functions in Fortune 500 enterprise software vendor, credible professional services firm, or iconic and respected Financial Services companiesDeep Wealth/Finance expertise with a point of view of sub-verticalsExperience with deploying or using Salesforce (or other relevant Enterprise software) with a hardworking vision for how we can change the industry in the Age of the CustomerConsistent record of building and running robust teamsStrong executive presence and an ability to quickly establish credibility with senior leadershipOutstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentationsSelf-starter with ability to multitask in the fast-paced and high-pressure work environment of a start-up paced software companyStrong customer orientation and results-driven leaderStrong understanding of Salesforce productsOutstanding problem solving and analytical skills; demonstrated ability to structure complex. problems, develop hypotheses, and present well-supported solutions Experience/Skills Desired: Over 10 years experience specifically within the Financial Service Industry at a senior levelStrong skills in software sales and deal constructsUndergraduate degree, advanced degree preferredHands-on leader, "get it done" operating styleParticipant in Financial Services industry associations Preferred Skills: Validated ability in leading digital transformation and large-scale change management effortsAbility to influence across a broad spectrum of individuals and functionDemonstrated ability to analyze and interpret data for value based discussionsAction-oriented, entrepreneurial, flexible and innovative approach to operational managementAbility to engage and motivate teamsMedia experience and social media presenceAccommodations 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: 04/12/2024 03:09 PM
RE Investment Associate - GIFT City
Michael Page, Ahmedabad
Analyse Real Estate Investment Opportunities* Assist the Investment Management team in analysing, structuring, negotiating, recommending, conducting due diligence, reviewing documentation and closing new deals* Develop financial models to analyse opportunities* Conduct research on the property sector and contribute towards qualitative and quantitative analysisExecute Real Estate Investments* Assist in the underwriting process of real estate investments* Manage specific aspects of the execution of the real estate investment opportunity* Participate in due diligence meetings with partners and external advisors* Coordinate closing activities internally and externally* Contribute in preparation of the investment note for the Investment committeePortfolio Monitoring and Asset Management* Participate in the monitoring and management of investments and perform reviews of existing investments* Conduct quantitative analysis of underwritten project business plans, prepare periodic reports for management and assist in identifying potential issues and in preparation of resolution plans for the issues* Coordinate with Finance & Operations team with respect to monitoring of ongoing investments* Review of project MIS and audit reports and ensure strong financial control and asset management* Review of portfolio health through regular checks on the investments and deviation reporting* Develop and track metrics to measure portfolio performance and assist in reporting to internal and external stakeholdersMin 2 to 5 yrs of RE experience.Experience in RE PE, in-house investments of Developers, IPCStrong communication skills (oral, written, presentation); demonstrated strong interpersonal skillsDisplays a high degree of professionalism, with the ability to manage internal and external relationshipsExtensive working knowledge of MS Office (Word, Excel, PowerPoint, etc.); in particular, ability to financial model with ExcelStrong quantitative, financial and analytical skills; experience compiling data and financial informationFlexibility, adaptability and initiative; are forward-thinking and a motivated self-starterGood judgement and sense of priorities
Client Advisor Support
JPMorgan Chase, Bengaluru, Any
You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team.As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firmJob responsibilitie Preparing presentations and materials for client and prospective client meetings Awareness of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing processRequired qualifications, capabilities, and skill Graduate / Post graduate degree from a reputed institute with 2 to 4 years of experience Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise PowerPoint and Excel expertise required Strong understanding of the needs and sensitivities of client managementPreferred qualifications, capabilities, and skill Private Banking / Asset & Wealth Management knowledge a plus. Able to work under minimal supervision; adaptable to work in demanding environment Proficiency of Mandarin, Russian, Spanish, French, Hebrew would be beneficial About 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: 04/19/2024 10:20 PM
Associate: Private Bank Product Marketing - Investment Content
JPMorgan Chase, Mumbai, Any
JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. AWM Global Product Marketing is a team responsible for strategic marketing & execution of all wealth management investment, banking & trust products to UHNW and Institutional clients. As an Investment Product and Content Marketing professional, you will work closely with Business, subject matter experts (SMEs), and various teams within Marketing to develop content - includes but not limited to markets, thought leadership, investment strategies, and product solutions. Job Description: The Product Marketing Content Manager Associate will be vital to the maintenance and upkeep of collateral on the public website across a variety of business lines. Partner closely with Marketing Business Leads & Line of Business team members to update and refresh collateral assets living on the public website, including, but not limited to articles, biographies, and landing pages. Maintain a project lifecycle system for the implementation of changes required to ensure compliance, legal and risk needs are met on regular cadence as informed by marketing leads. Interact with content owners, legal, risk and compliance to ensure all content features consistent, cohesive messaging aligned to brand positioning. Partner to translate English materials into other target languages as appropriate, including project management with translation agencies, implementing translations into existing templates and publishing to client, in alignment with stated risk & control processes Collaborate with web teams and production to ensure accuracy of updates are implemented and live across all assets. Partner with Analytics team to compile meaningful data for analysis and reporting to facilitate content strategic planning. Gather and analyze engagement metrics for our product marketing collateral and digital content across our website and internal systems Work effectively with a wide range of stakeholders across all levels, regions and channelsRequired qualifications, capabilities and skills: Post Graduate in finance, economics or equivalent preferred with demonstrated experience and success as a writer in the industry Experience in investment/financial writing, with solid understanding of financial, economic and investment concepts, asset management industry, products and customer behavior Superior writing and editorial skills in English Digital and social savvy; solid experience in data-driven approach to content engagement Demonstrates ability to turn complex financial subject matters into compelling stories that effectively promotes the firm's capabilities, engages the target audience, and steers the desired actions. Demonstrated ability to synthesize various viewpoints and translate those views into thoughtful marketing and educational pieces Passionate about creating client engaging content and keen on evaluating content impact for continuous improvement. Displays a reporter-like tenacity to work with senior-level subject matter experts to generate high-quality content under tight deadlines, within hours or next day (for example, when developing content on market response)Preferred qualifications, capabilities and skills: Excellent communicator (written and verbal) with leadership and interpersonal skills to coordinate efforts across teams across markets Excellent time management and project management skills and the ability to coordinate editorial projects with multiple teams. Highly flexible; comfortable working with ambiguity; ability to multi-task, and to enjoy working in a demanding, fast paced environment; ability to adapt quickly and manage multiple, competing priorities and projects with quality output at one time Process-driven, attention to details with proven experience of managing content production processes. Ability to steer process improvements/automations to build efficiencies and to establish best practices across the team High level of independence and positive energy; responsible and accountable; respect for diversity of opinions and styles; flexible in approach. Thrives working both independently and as a team memberAbout usJ.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 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
Associate: Private Banking Marketing - Investment Content and Market Insights Marketing
JPMorgan Chase, Mumbai, Any
JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. The Private Bank's Global Insights program is designed to deliver industry leading insights to Private Bank clients and prospects on the most relevant wealth planning and investments topics. Job Description: The Marketing Content Manager Associate will be vital to the maintenance and upkeep of collateral on the public website across a variety of business lines. With your knowledge of industry & client needs along with exceptional marketing skills, you will steer engagement and business impact through ongoing improvement in delivery quality enabled by digital and data Partner closely with Marketing Business Leads & Line of Business team members to update and refresh collateral assets living on the public website, including, but not limited to articles, biographies, and landing pages. Partner with the Global insights team to prioritize the content that needs to be reviewed, be the point person to compile refresh requests from other teams and work with Insights marketing team to assess if the pieces should be refreshed or set. Maintain a project lifecycle system including timelines for the implementation of changes required to ensure compliance, legal and risk needs are met on regular cadence as informed by marketing leads. Interact with content owners, legal, risk and compliance to ensure all content features consistent, cohesive messaging aligned to brand positioning. Collaborate with web teams and production to ensure accuracy of updates are implemented and live across all assets. Maintain a database and archive of articles and thought leadership that are refreshed and what has expired Work effectively with a wide range of stakeholders across all levels, regions and channels. Required qualifications, capabilities and skills Post Graduate in finance, economics or equivalent preferred with demonstrated experience in the financial services / asset management industry Passionate about insights content impact for continuous improvement Experience in investment / financial writing, with solid understanding of financial, economic and investment concepts, asset management industry, products and customer behavior. Demonstrated ability to synthesize various viewpoints and translate those views into thoughtful marketing and educational pieces Strong attention to detail and ability to work in high pressure environment Solid experience in data-driven approach to content engagement Highly flexible; comfortable working with ambiguity; ability to multi-task, and to enjoy working in a demanding, fast paced environment; ability to adapt quickly and manage multiple, competing priorities and projects with quality output at one time High level of independence and positive energy; responsible and accountable; respect for diversity of opinions and styles; flexible in approach Preferred qualifications, capabilities and skills Editorial skills a plus Prior project, web and events management experience is a significant plus Working knowledge in Adobe Photoshop, PowerPoint, Excel and general online multimedia platforms Strong verbal and written communication skills About usJ.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 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
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