55ip - Enterprise Business Development Associate

Location: Boston, MA, United States

Job Family: Client Sales

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The 55ip Platform Solutions team, a key innovation arm of J.P. Morgan Asset Management, is seeking a dynamic Enterprise Business Development Associate to join our Boston or New York office. In this role, you will play a pivotal part in expanding the adoption of our cutting-edge 55ip direct indexing platform among enterprise clients, such as large asset managers and institutional investors. This position offers the opportunity to contribute to transformative solutions in personalized investing, leveraging J.P. Morgan's unparalleled resources and expertise in the financial services industry. As an Enterprise Business Development Associate, you will focus on identifying high-value opportunities, engaging with senior stakeholders, and driving revenue growth for 55ip's enterprise offerings. Responsibilities include conducting in-depth market analysis to uncover client pain points in portfolio customization and tax-efficient strategies, developing tailored sales pitches that showcase the platform's advanced analytics and automation capabilities, and collaborating with cross-functional teams to deliver seamless client experiences. You will report to the Business Development Manager and work closely with product specialists to ensure our solutions align with evolving regulatory and market demands in the asset management space. The ideal candidate thrives in a collaborative yet competitive environment, bringing passion for financial innovation and a client-centric approach. At J.P. Morgan, you will have access to world-class mentorship, robust training programs, and the chance to impact the future of investment management. This role not only offers professional growth within a prestigious institution but also the satisfaction of helping clients achieve superior, personalized investment outcomes through 55ip's technology-driven platform.

Key Responsibilities

• Identify and pursue new business opportunities for the 55ip Platform Solutions within enterprise clients, focusing on asset managers and financial advisors
• Conduct market research to understand client needs in direct indexing and portfolio customization solutions
• Develop and execute targeted sales strategies to drive adoption of 55ip's enterprise offerings
• Build and nurture relationships with key decision-makers at prospective and existing clients
• Collaborate with internal teams, including product development and client services, to tailor solutions for enterprise needs
• Prepare and deliver compelling presentations and proposals highlighting the value of JP Morgan's 55ip platform
• Track sales pipeline, forecast revenue, and report on business development metrics to senior leadership
• Represent 55ip at industry conferences, webinars, and networking events to enhance brand visibility
• Support the negotiation and closing of enterprise contracts, ensuring alignment with JP Morgan's risk and compliance standards
• Provide feedback from client interactions to inform product enhancements and platform innovations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• 2-4 years of experience in business development, sales, or client-facing roles within the financial services industry
• Strong understanding of investment management platforms, portfolio optimization, or asset management technologies
• Proven track record of building and maintaining client relationships in a B2B environment
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts
• Willingness to travel up to 25% for client meetings and industry events
• Authorization to work in the United States without sponsorship

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience with enterprise software sales in the fintech or asset management sector
• Familiarity with 55ip's Direct Indexing platform or similar investment technologies
• Prior internship or role at a major financial institution like JP Morgan Chase
• Certifications such as CFA Level I or Series 7 license

Required Skills

• Business development and sales acumen
• Knowledge of financial markets and investment strategies
• Proficiency in CRM tools like Salesforce
• Strong analytical and problem-solving abilities
• Excellent verbal and written communication
• Relationship-building and networking skills
• Presentation and public speaking expertise
• Understanding of fintech and direct indexing technologies
• Project management and organizational skills
• Adaptability in a fast-paced financial services environment
• Data analysis using Excel or similar tools
• Negotiation and contract management
• Team collaboration and cross-functional coordination
• Strategic thinking for market expansion
• Compliance awareness in regulated industries

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid office options in Boston or New York

JP Morgan Chase is an equal opportunity employer.