Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Securities Services business to provide a comprehensive view.

As a Knowledge Manager associate in our team, you will be at the forefront of managing and enhancing our content database, ensuring that our sales materials (including proposals, pitch books and brochures) are compelling, accurate and globally-consistent. You will collaborate with sales, product, client service and other subject matter experts to ensure content and stats are accurate, consistent and approved. You will also create materials for sales training, such as case studies, information on product overviews and strategy, oversee client feedback program, and prepare competitor analysis.

Job Responsibilities

• Maintain, update and enhance content used for client-facing documentation (proposals, pitchbooks and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business.
• Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents.
• Coordinate with subject matter experts to update database with new responses as products are enhanced.
• Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc. are correctly captured.
• Leverage AI-enabled workflows, data visualization tools, automation technologies, and emerging capabilities to improve data management, streamline processes, and deliver actionable insights to the business
• Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally.
• Prepare competitor data analysis to support sales initiatives and strategies.
• Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues.

 

Required Qualifications, Capabilities And Skills

• Minimum 4 years of work experience in financial services industry, within content/database management, pre-sales, business development or marketing experience.
• Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide.
• Confidence, assertiveness, and professionalism to partner closely with all levels of management.
• Proficiency with MS Word, Excel, PowerPoint and AI tools required.
• Strong project management skills with the ability to manage tight schedules.
• Ownership and solution-oriented mindset, takes end-to-end responsibility of projects
• Strong analytical and problem-solving skills, including the ability to interpret data, identify trends, and translate findings into actionable business insights.

 

Preferred Qualifications, Capabilities And Skills

• Bachelor's degree (BA or BS) in finance, business preferred, but not required.
• An understanding of custody, fund services, or securities services industry and products is a plus.
• Experience working with structured datasets, relational databases, Python, Alteryx, SQL, Power BI, Tableau, or similar technologies to support reporting, automation, and data management initiatives.
• Self-starter with sound judgment and ability to operate independently and apply initiative.