Sales Strategy Support Analyst, Senior Associate

Location: Columbus, OH, United States

Job Family: Sales Support

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping our clients achieve their most important financial goals. As a Sales Strategy Support Analyst, Senior Associate in the Private Client team, you will play a pivotal role in crafting innovative sales strategies that deliver exceptional client experiences for high-net-worth individuals. Based in Columbus, OH, this position within our Sales Support category offers the opportunity to contribute to a dynamic team focused on wealth management solutions, leveraging JPMorgan's vast resources and expertise in investment banking, asset management, and private banking. Your work will directly impact client satisfaction and business growth in a competitive financial landscape. In this senior associate role, you will analyze complex data sets to inform sales tactics, support the development of personalized financial products, and ensure alignment with JPMorgan's rigorous compliance standards. You will partner closely with relationship managers and sales leaders to identify market opportunities, optimize performance metrics, and enhance client engagement strategies. From forecasting sales trends using advanced analytics to preparing compelling presentations for client meetings, your contributions will drive measurable results while upholding the integrity and trust that define JPMorgan Chase. We value professionals who thrive in collaborative environments and bring a passion for financial innovation. Joining our Private Client team means access to cutting-edge tools, ongoing professional development, and the chance to advance within one of the world's most respected institutions. If you are analytical, client-focused, and eager to make a difference in wealth management, this role at JPMorgan Chase in Columbus, OH, is an ideal fit to advance your career in financial services.

Key Responsibilities

• Collaborate with the JPMorgan Chase Private Client team to develop and implement sales strategies that enhance client experiences and drive revenue growth
• Analyze market trends, client data, and performance metrics to provide actionable insights for sales optimization
• Support the creation of tailored financial solutions and investment recommendations for high-net-worth clients
• Assist in preparing sales presentations, reports, and materials that align with JPMorgan's brand and compliance standards
• Monitor and track sales performance, identifying opportunities for improvement and risk mitigation
• Coordinate with cross-functional teams, including compliance, product specialists, and relationship managers, to ensure seamless client support
• Contribute to the development of training programs and resources for sales associates to elevate service quality
• Leverage data analytics to forecast sales trends and support strategic planning initiatives
• Ensure all sales support activities adhere to regulatory guidelines and JPMorgan's internal policies
• Participate in client meetings and events to gather feedback and refine sales approaches

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in sales support, financial services, or related analytical roles
• Strong understanding of financial products, investment strategies, and regulatory requirements in the wealth management sector
• Proficiency in data analysis tools and financial modeling
• Excellent communication and interpersonal skills for collaborating with sales teams and clients
• Ability to work in a fast-paced, high-stakes environment with attention to detail
• Series 7 and/or Series 66 licenses or willingness to obtain them

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFA or CFP
• Experience in private banking or wealth management at a major financial institution
• Familiarity with JPMorgan Chase systems and processes
• Proven track record in supporting sales strategies that drive client acquisition and retention
• Knowledge of CRM platforms like Salesforce in a financial services context

Required Skills

• Data analysis and financial modeling
• Proficiency in Excel, Tableau, or similar analytics tools
• Knowledge of financial regulations (e.g., SEC, FINRA)
• Sales strategy development
• Client relationship management
• Problem-solving and critical thinking
• Attention to detail and accuracy
• Effective verbal and written communication
• Team collaboration and stakeholder management
• Time management in a deadline-driven environment
• Adaptability to market changes
• CRM software experience (e.g., Salesforce)
• Quantitative analysis skills
• Presentation and reporting capabilities
• Ethical decision-making in high-pressure situations

Benefits

• Competitive base salary and performance-based bonuses aligned with financial services industry standards
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 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 JPMorgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.