Securities Services Americas Proposals Writer – Associate jobs in United States
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Chase · 3 months ago

Securities Services Americas Proposals Writer – Associate

Chase is seeking a Proposal Writer to join their Americas proposal team in the Securities Services Sales Enablement Group. In this role, you will collaborate with various stakeholders to develop persuasive proposals and sales materials, manage multiple projects, and ensure that the materials reflect client needs and firm strategy.

BankingFinancial Services

Responsibilities

Create best-in-class proposals for the Americas region and other regions as needed
Manage proposals and relationship documents, utilizing excellent written communication
Project manage multiple documents with different stakeholders and tight deadlines
Review and analyze proposal needs to determine key project requirements and construct tailored materials
Generate initial drafts using content knowledge base and other sources
Organize teams of subject matter experts and coordinate their timely input
Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
Drive the deal process and provide consultative input and direction toward completion
Proactively identify risks and red flags that may derail projects
Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
Coordinate with subject matter experts and content manager to update central knowledge base
Build and maintain relationships with internal clients across regions, understanding cultural nuances
Communicate effectively with the Regional Proposal Manager regarding activity in the region
Represent the best interests of Securities Services and the Sales Enablement Group in all interactions

Qualification

Proposal writingSecurities services knowledgeProject managementMS Word proficiencyMS Excel proficiencyMS PowerPoint proficiencyStakeholder managementVerbal communicationWritten communicationCross-functional collaborationSelf-starter

Required

Solid background in writing sales documents, understanding key messages and unique selling points
Demonstrated understanding of the securities services industry and associated products
Strong project management and stakeholder management skills, with the ability to manage tight schedules
Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
Advanced degree or post-graduate diploma preferred but not required
Advanced proficiency with MS Word, Excel, and PowerPoint

Preferred

Knowledge and experience with Qvidian and Salesforce preferred
Ability to collaborate with cross-functional teams and build relationships globally
Self-starter with sound judgment and ability to operate independently and apply initiative

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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