Proposal Manager – Global Payments Proposal

JOB DESCRIPTION

Drive the success of J.P. Morgan's Global Payments business by delivering proposals that win clients' trust and business. In this role, you'll transform complex financial solutions into persuasive, client-focused narratives that showcase our global capabilities. Join a collaborative team where precision, creativity, and strategic thinking come together to make a measurable impact.

As a Proposal Manager within the Global Payments Proposal & Solutions Group, you will support Treasury Services, Trade & Working Capital, and Merchant Services sales activity by generating customized, compelling, and persuasive sales proposals. You will manage the proposal process end-to-end, collaborate with sales managers and subject matter experts, and ensure high-quality proposals that reflect J.P. Morgan solutions.

The Global Payments Proposal & Solutions Group (GPPSG) within J.P. Morgan Payments supports multiple teams across Corporate, Financial Institution and Non-Banking Financial Institution segments.

Job Description

This role is for a proposal manager in the EMEA GPPSG team to support Treasury Services, Trade & Working Capital, and Merchant Services sales activity by generating customised, compelling and persuasive sales proposals in response to Request for Proposals (RFPs) / Request for Information (RFI) or proactive requests from prospective and existing clients. Proposal managers are responsible for the lifecycle of each proposal document, from creation, through development to final version.

Job Responsibilities

• Project managing and controlling the proposal process end-to-end. Partnering with sales managers, subject matter experts, senior management/stakeholders as well as other proposal team members where applicable, to collaborate in the creation, customisation and delivery of our sales proposals
• Developing an understanding of the proposed solution to complete projects and customise responses
• Populating the initial and subsequent drafts using our global repository and ensuring responsiveness to all the client's/prospect's stated requirements/questions
• Preparing, maintaining and managing the proposal project matrix outlining all deliverables and milestones, seeking and coordinating timely input from relevant subject matter experts and escalating any issues to the regional manager
• Conducting regular review meetings to ensure adherence to action items and target dates by all members of the deal team
• Ensuring that proposals submitted are of a high quality, correctly reflect J.P. Morgan solutions, incorporating all information into a professional and competitive proposal adhering to the team's standard brand and style guide
• Coordinating with subject matter experts and the knowledge manager to update the global repository as responses are created, developed and enhanced
• Participating and leading internal initiatives to promote best practices and process improvement
• Attend meetings and appropriate bank training as required to continue development and to enhance knowledge of cash management, trade and merchant services products globally.

Required Qualifications, Capabilities and Skills

• Ability to work in a team environment
• Excellent English writing skills
• High attention to detail and customisation
• Strong verbal communication skills
• Project management and organisational skills
• Excellent desktop publishing skills, including a strong working knowledge of Word, Excel and other MS-Office applications

Preferred Qualifications, Capabilities and Skills

• Experience in Proposal writing

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.