Payments Strategic Client Engagement Associate
About the role
Help deepen relationships with strategic clients through targeted engagement strategies and help shape programs that align to business objectives. Equip sales teams with thought leadership to further deepen opportunities and advance conversations. Partnering across a global organization, you will work across sales, product, marketing, and events to drive engagements that strengthen relationships and support growth. Join us to grow your career at the intersection of client strategy, content, and execution.
Responsibilities
- Support planning and execution of strategic client engagement initiatives across corporate and financial institution clients
- Assist in building and reviewing client target lists for strategic engagement opportunities, including pre- and post-engagement target analysis
- Maintain engagement calendars and tracking tools to ensure alignment across functions
- Track client participation, engagement outcomes, and post-event follow-ups and actions
- Support client briefing development, executive meeting preparation, and follow-up activities as needed
- Coordinate and distribute payments thought leadership content
- Manage content calendars and execute weekly sales meeting communications
- Partner with subject matter experts to curate actionable, client-focused content aligned to business priorities
- Identify trends, opportunities, and recommendations to improve engagement effectiveness
Requirements
- 2+ years of experience in financial services, marketing, sales enablement, communications, business management, and/or client strategy
- Demonstrated analytical and problem-solving skills
- Proficiency in PowerPoint and Excel
- Familiarity with artificial intelligence (AI) concepts
- Demonstrated ability to manage multiple projects simultaneously with strong organizational skills
- Demonstrated written and verbal communication skills
- Ability to operate effectively in a fast-paced, evolving environment
Preferred Qualifications
- Bachelor's degree
- Experience supporting sales teams
- Knowledge of payments, treasury management, transaction banking, or corporate banking
- Experience working in a matrixed global organization
- Background in consulting, strategy, or internal transformation environments
About Us
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
About The Team
A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms. Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.