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Asset Management - Marketing - Training and Documentation Manager - Vice President

Req #: 170109337
Location: New York, NY, US
Job Category: Asset Management
Job Description:
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra- high net worth, high net worth and retail clients through its Global Asset Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.7 trillion, we are one of the largest asset and wealth managers in the world.
Throughout its long and distinguished history, Asset Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset Management business is also guided by its strategic objective and business priorities.
Asset Management
J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
Job Description:
As a member of our Global Tools and Capabilities team within Digital Marketing, the ideal candidate will be responsible for developing a curriculum that educates the wider organization (ie Marketing, Sales, Product Strategy) on how to use digital applications/tools and understand a product’s full capabilities including integration points with other systems. Key focus will be on documenting workflow and identifying gaps, new product releases, release notes, and providing training as needed for users so they are well-equipped with knowledge of available resources necessary to effectively utilize our digital tools.  This individual leads the design, development and execution of training programs associated with new digital tools and seeks ways to evolve and refine based on stakeholder feedback.  This role will ultimately ensure that regional marketing, channel, sales and product strategy partners have the information and training required to successfully utilize digital solutions.  The candidate will collaborate with various internal/external stakeholders including vendor and internal technology teams, product owners, and technical writers to develop the documentation and integration of required information.
Key responsibilities:
    • Lead live, in-person training sessions relating to materials and use of applications
    • Ensure that all information is easily and readily accessible at point of need (best delivery technology employed)
    • Identify global product subject matter experts (SME) and training-content experts and proactively develop a global training network
    • Facilitate and conduct presentations and webinars as a vehicle for training and education
    • Conduct reviews of training effectiveness and share results with management-- - i.e. define, track and report on key metrics that indicate sales effectiveness improvements and skill development traction
    • Train Asset Management organization on best use of digital marketing tools
    • Collaborate with Product Owners and Global Marketing teams to plan and develop an up-to-date and vibrant library of overarching  content related to usage of the digital tools
    • Document workflow steps and highlight pain points/process gaps
    • Create and maintain user story templates and promote best practices for Agile development

  • Bachelor’s degree and 7+ years of technical writing and/or related experience
  • Demonstrated experience in the development and delivery of product training programs required
  • Experience effectively working in a team environment
  • Experience delivering high-quality training documents within tight deadlines
  • Demonstrated experience successfully working in a fast-paced, agile environment
  • Excellent interpersonal, verbal, and written communication skills
  • Experience within a financial services environment/staff is a plus
  • Experience with Atlassian products (JIRA, Confluence, etc.) is a plus
  • Proficiency with MS Office Products (Word, Excel, Visio, & PowerPoint)
  • Software troubleshooting; Excellent attention to detail

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