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CIB – EMEA Sales & Marketing – Investor Services – European Technology Sales - Executive Director

Req #: 180012772
Location: London, ENG, UK
Job Category: Relationship Management/Sales
Job Description:
About Investor Services

J.P. Morgan Investor Services (IS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimise efficiency, mitigate risk and enhance revenue. IS leverages the firm’s global scale, leading technology and deep industry expertise to service investments around the world. It has $16.1 trillion in assets under custody and $6.7 trillion in funds under administration.

We provide innovative custody, fund accounting and administration and securities services to the world’s largest institutional investors, alternative asset managers and debt and equity issuers. We leverage our scale and capabilities in 100 markets to help clients optimise efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services. As a strategic partner with a long-standing commitment and proven experience, J.P. Morgan takes a consultative approach to working with clients to assess and address their individual needs.

J.P. Morgan continues to solidify its leadership position by consistently receiving awards and top ranking in industry surveys.

Relationship Management & Sales Team Overview

As a strategic partner with a long-standing commitment and proven experience, J.P. Morgan takes a consultative approach to working with existing clients and target prospects to assess and address their individual needs.

The Relationship Management & Sales Group is responsible for managing all aspects of the overall relationship with customers of Investor Services as well as developing new relationships with key prospects.  The client relationship and sales manager has overall responsibility for creating and implementing relationship strategy and calling plans for a portfolio of existing and new client accounts.  The objective of the role is maintain full referencability and retention for key IS clients, putting plans in place to strengthen and develop existing business relationships and to lead new business development opportunities in line with the existing strategy and policy.  Each Relationship & Sales Manager has responsibility for achieving individual incremental and new growth targets and to cross-sell the broad array of products and services which JPMorgan has to offer into that client base. The team is mainly focused on: protecting the firm, raise commercial awareness, new/incremental business development as well as product delivery.

Team members are entrepreneurial and commercial, working across both Investor Services and Markets businesses to co-ordinate and execute holistic strategies for both clients and prospects. This requires working knowledge of a wholesale banking services and involves exposure to a broad cross section of services, colleagues and senior management.
Key Responsibilities: Sales Technology Consultant
  • Partner with all sales, product and technology teams to support and drive a clear value proposition around our technology investments to our clients
  • Demo capabilities on J.P. Morgan Markets (JPMM) across the full trade lifecycle.
  • Determine an end to end vision of our technology within Investor Services and how this links with the broader wholesale approach of our firm eg. Research.
  • Help lead a change in sales culture and accountability as it relates to sales people owning the technology sale.
  • Develop and lead sales training across a virtual technology sales team to ensure they are proficient in presenting the value proposition and demonstrating J.P. Morgan Markets.
  • Partner with sales leads to tailor our tech presentations in terms of client type (Asset Owner vs Asset Manager) and end-user role (Front Office vs Accounting vs Ops).
  • Continuous engagement with clients at the CIO level to ensure clients are optimal in their usage and are aware of new developments
  • Partner across the globe so we can ensure best practices and a consistent way of messaging.
  • Act as a conduit to the Investor Services salesforce for all firm wide Fintech initiatives.
  • Represent the firm ‘s technology at industry and J.P. Morgan client events.
  • Proven track record in technology sales and financial services with institutional clients  
  • Solid financial services industry knowledge
  • Strong technology acumen related to financial services and infrastructure.
  • Ideally someone who is well versed in Fintech topics (Blockchain, Robotics, Machine Learning, etc.)
  • Ideally someone who is up to speed on Cybersecurity best practices.
  • Ideally a working knowledge of the Investor Services product suite.
About J.P. Morgan’s Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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