At a Glance
- Tasks: Lead training programs to enhance client and sales effectiveness across the EMEA region.
- Company: Join a leading asset management firm focused on innovation and client success.
- Benefits: Competitive salary, diverse work culture, and opportunities for professional growth.
- Other info: Dynamic role with regional travel and a focus on collaboration and innovation.
- Why this job: Make a real impact by developing skills that drive business growth and client satisfaction.
- Qualifications: 10 years of experience in asset management with strong leadership and training skills.
The predicted salary is between 80000 - 100000 £ per year.
The Asset Management Client Skills Training Team (CST) is dedicated to designing, developing, and delivering consistent skills and knowledge-based training programs for internal stakeholders and external clients. The CST team works closely with the Asset Management Operating Committee to ensure these teams have the skills necessary to improve our client outcomes and experiences. This role is ideal for someone looking to develop a connection to the entire Asset Management business.
As the Head of Client & Sales Effectiveness, EMEA, you will play a key role in leading the EMEA region by partnering with regional and global leaders to determine strategic priorities that are aligned with training programs, individual coaching, and client-facing programs such as Consultative Selling, Negotiation Skills, and Presentation Skills, along with adoption of our innovative technology platform for both investors and distribution teams. This role will require the skills to manage a team who will train and coach our Client and Investor teams. A focus area of the role will be to deliver external training to our strategic partnerships and large asset owners, to support the upskilling of our clients as part of the holistic JPMorgan Asset Management Client Experience. This role will require relationship and influencing skills and the ability to collaborate with external clients to develop bespoke training. This role will be key to the business growth of asset management.
Job Responsibilities
- Engage with leadership, business stakeholders and subject matter experts to determine training and coaching priorities and further shape exercises and workshops, in close coordination with design and participant experience partners.
- Help support the team in the activation & adoption of strategy for client facing & investor teams as we leverage our proprietary tech tools.
- Act as a facilitator and coach to execute training programs, building relationships with stakeholders across our business and partners on our team.
- Champion a culture of innovation and a client centric mindset.
- Facilitate the delivery of content that not only reinforces foundational programs but also seamlessly transitions to more advanced material, empowering client and investment teams to drive positive outcomes.
- Partner with large asset owner clients to develop the training programs, which will include the design, development, and delivery of training material for clients in on-site regional locations.
- Partner with team members to design new content and refresh existing content.
- Regional travel will be required ~20% of the time.
Required Qualifications, Capabilities and Skills
- 10 years industry experience inclusive of people management experience.
- Extensive client-facing experience in asset management, with a proven ability to build credibility and influence both internal sales teams and external clients or investors.
- Demonstrated success in training, coaching, and developing professionals within the asset management industry, using strong interpersonal and consultative skills to drive sales effectiveness and client engagement.
- Bachelor's degree in a relevant field (such as Finance, Business, or Economics).
- Solution-oriented approach with outstanding communication, presentation, and facilitation skills, able to deliver compelling messages to clients, investors, and sales teams.
- Strategic and creative thinker with experience designing and implementing initiatives that support asset gathering, client retention, and business growth.
- Proven ability to establish and maintain strong relationships with business leaders, sales professionals, and key stakeholders across the asset management landscape.
- Leadership presence and credibility to interact confidently with senior executives, institutional clients, and investors, influencing outcomes and supporting business objectives.
- Have a commercial mindset with the focus on the opportunity for business growth within the region.
- Excellent verbal and written communication skills; Ability to manage competing priorities in a flexible manner.
E‑EO Statement
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.
Asset Management, Head of Client & Sales Effectiveness, EMEA employer: JPMorganChase
At JPMorgan Asset Management, we pride ourselves on being an exceptional employer that fosters a culture of innovation and client-centricity. Our commitment to employee growth is evident through our comprehensive training programmes and collaborative work environment, where you will have the opportunity to lead impactful initiatives across the EMEA region. With a focus on diversity and inclusion, we ensure that every team member's unique talents contribute to our collective success, making this a truly rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management, Head of Client & Sales Effectiveness, EMEA
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like JPMorganChase, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like JPMorganChase.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like JPMorganChase.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including JPMorganChase, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Asset Management, Head of Client & Sales Effectiveness, EMEA
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like JPMorganChase want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to JPMorganChase.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at JPMorganChase will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to JPMorganChase. Numbers speak louder than words!
How to prepare for a job interview at JPMorganChase
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like JPMorganChase want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJPMorganChase.