Chase · 3 hours ago
J.P. Morgan Private Client Sales Strategy Business Manager, Vice President
1230 Avenue Of The Americas, New York, NY, 10020, US
Full-time
Onsite
Mid, Senior Level
$100K/yr - $165K/yr
5+ years expChase is a leading financial services firm dedicated to helping nearly half of America’s households achieve their financial goals. As a Sales Strategy Business Manager within J.P. Morgan Private Client, you will be responsible for promoting operational efficiency, identifying areas for process improvements, and delivering high-quality sales presentations while collaborating with key stakeholders across the firm.
BankingFinancial Services
Responsibilities
Support the Head of Sales Strategy and all pillar team leads in strategic planning and execution of key sales readiness activities, ensuring clarity and alignment across leadership and functional teams
Partner with cross-functional teams, including Finance, Data & Analytics, Operations, Communications, and other Business Managers, to deliver accurate and high-quality progress updates and reporting that informs executive decision-making
Develop and design presentations for Sr. Leadership forums to demonstrate core sales strategies, progress updates, and sales roadmap plans
Organize information in a strategic and compelling way, demonstrating strong sales acumen and expertise in Excel and PowerPoint techniques
Manage and oversee multiple projects simultaneously, ensuring alignment with business priorities and timelines
Provide continuous feedback on project status and function as the overall escalation point to ensure projects meet original expectations
Promote efficiency by identifying opportunities for process improvements and implementing solutions to enhance operational effectiveness
Utilize deep analytical skills to assess sales strategy team performance and identify areas for improvement. Maintain a high level of organization and attention to detail in all aspects of project management and reporting. Apply quantitative and strategic approaches to problem-solving and decision-making
Participate in collaborative initiatives with team members and other stakeholders, looking for ways to continually simplify, improve, and add value across all sales strategy pillars
Cultivate strong relationships with stakeholders across the firm to influence and align strategic objectives
Communicate project updates clearly and transparently to all relevant parties, presenting to senior management and stakeholders as needed
Qualification
Required
Bachelor's degree in Business, Finance, or a related field
Minimum of 5 years of experience in a business management or project management role within the financial services industry
Proven track record of delivering high-quality presentations and reports for senior leadership
Strong analytical, organizational, and detail-oriented project management skills
Excellent communication and interpersonal skills, with the ability to interact with colleagues at all levels
Self-motivated, tenacious, and able to work with demonstrated ability to work independently and collaboratively in a fast-paced environment
Excellent written and oral communication skills
Strong time management and prioritization skills
Intermediate to advanced level ability expected in all Microsoft Office tools (Excel, PowerPoint)
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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