Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view.

As a knowledge content manager associate in our team, you will be at the forefront of managing and enhancing our content database, ensuring that our sales materials (including RFPs, pitch books and brochures) are compelling, accurate and globally-consistent.  You will collaborate with sales, product, client service and other subject matter experts to ensure content and stats are accurate, consistent and approved.  You will also create materials for sales training, such as case studies, information on product overviews and strategy, and prepare competitor analysis.

Job responsibilities:

Maintain, update and enhance content used for client-facing documentation (proposals, pitchbooks and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business.Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents.Coordinate with subject matter experts to update database with new responses as products are enhanced. Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc. is correctly captured.Utilize Tableau to build dynamic data visualization dashboards, transforming complex data into actionable insights that support strategic sales initiatives.Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally.  Manage the sales experience survey process as the conduit between sales and the third party consultant.Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues.

 

Required qualifications, capabilities and skills:

Minimum 4 years of work experience in financial services industry, within content/database management, pre-sales, business development or marketing. Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide.Confidence, assertiveness, and professionalism to partner closely with all levels of management.Proficiency with MS Word, Excel and PowerPoint required.Strong project management skills with the ability to manage tight schedules.

 

Preferred qualifications, capabilities and skills:

Bachelor's degree (BA or BS) in finance, business preferred, but not required.An understanding of securities services industry and products is a plus.Self-starter with sound judgment and ability to operate independently and apply initiative.Experience with building data visualization dashboards via Tableau.Familiarity with emerging technologies, such as LLMs to bring in efficiencies in content and stats management.