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Head of Customer Relationship Management (CRM), Product Manager, Asset Management Marketing, Vice President

Chase- Candidate Experience page
Full-time
On-site
Hong Kong

πŸ“Œ Core Information

πŸ”Ή Job Title: Head of Customer Relationship Management (CRM), Product Manager, Asset Management Marketing, Vice President

πŸ”Ή Company: JPMorgan Chase & Co.

πŸ”Ή Location: Hong Kong

πŸ”Ή Job Type: Full time

πŸ”Ή Category: Financial Services

πŸ”Ή Date Posted: April 14, 2025

πŸ”Ή Experience Level: 10+ years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Leading strategic development and implementation of sales enablement platform
  • Collaborating with cross-functional teams to enhance sales effectiveness
  • Driving adoption of sales tools and resources
  • Analyzing sales performance data to identify trends and opportunities
  • Fostering a culture of continuous learning and development

ASSUMPTION: This role requires a high level of strategic thinking, leadership, and data analysis skills to drive sales excellence and innovation within a global powerhouse.

πŸ“‹ Key Responsibilities

βœ… Lead the strategic development and implementation of the sales enablement platform

βœ… Collaborate with sales, marketing, and technology teams to align platform capabilities with business goals

βœ… Drive the adoption and utilization of sales tools and resources to enhance sales effectiveness

βœ… Develop and deliver training programs to equip the sales team with necessary skills and knowledge

βœ… Analyze sales performance data to identify trends and opportunities for improvement

βœ… Foster a culture of continuous learning and development within the sales team

βœ… Ensure seamless integration of the sales enablement platform with existing systems and processes

βœ… Monitor industry trends and best practices to keep the platform competitive and innovative

βœ… Engage with senior leadership to communicate platform impact and strategic direction

βœ… Manage vendor relationships and oversee platform enhancements and updates

βœ… Champion a client-centric approach to sales enablement, ensuring alignment with client needs and expectations

ASSUMPTION: This role involves a high degree of cross-functional collaboration, stakeholder management, and strategic decision-making to drive sales enablement and marketing initiatives.

🎯 Required Qualifications

Education: Bachelor's degree in marketing, business, or a related field (Master's degree preferred)

Experience: Minimum of 10 years of experience in asset management or a related field

Required Skills:

  • Proven track record in leading sales enablement or marketing initiatives
  • Effective leadership and team management skills
  • Excellent communication and presentation abilities
  • In-depth understanding of sales processes and tools
  • Ability to analyze data and derive actionable insights
  • Experience in managing cross-functional projects and teams
  • Proven strategic thinking and problem-solving skills
  • Proficiency in CRM and sales enablement platforms
  • Ability to work effectively in a fast-paced, dynamic environment
  • Commitment to fostering a diverse and inclusive workplace

Preferred Skills:

  • Experience in the Hong Kong or APAC asset management market
  • Familiarity with Salesforce or similar CRM systems
  • Advanced degree in marketing, business, or a related field
  • Experience in digital marketing and client engagement strategies
  • Large network within the asset management industry
  • Ability to influence and drive change across diverse teams
  • Passion for leveraging technology to enhance sales and marketing efforts

ASSUMPTION: Given the global nature of the role, candidates with experience in the Hong Kong or APAC asset management market may have a competitive advantage.

πŸ’° Compensation & Benefits

Salary Range: Industry standard for a Vice President role in asset management marketing in Hong Kong is HKD 800,000 - 1,200,000 per annum. This estimate is based on market research and comparable roles in the region.

Benefits:

  • Competitive benefits package
  • Health, dental, and vision insurance
  • Retirement savings plan with company match
  • Generous time-off policies
  • Employee discounts and perks

Working Hours: Full-time position with standard office hours (Monday to Friday, 9:00 AM to 6:00 PM) and occasional flexibility for project needs.

ASSUMPTION: Salary range is estimated based on market data and comparable roles in the region. Actual compensation may vary based on experience and qualifications.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: JPMorgan Chase & Co. operates in the financial services industry, with a focus on asset management, investment banking, and retail banking services.

Company Size: With over 210,000 employees worldwide, JPMorgan Chase is one of the largest financial institutions globally. This size offers extensive resources and opportunities for career growth.

Founded: JPMorgan Chase & Co. was founded in 2000 through the merger of J.P. Morgan & Co. and Chase Manhattan Corporation, with roots tracing back to 1799.

Company Description:

  • JPMorgan Chase & Co. is a global leader in financial services, offering a wide range of products and services to consumers, corporations, institutions, and governments.
  • The company is committed to responsible business practices, sustainability, and community engagement.
  • JPMorgan Chase & Co. fosters a diverse and inclusive work environment, with a strong focus on employee development and growth.

Company Specialties:

  • Consumer & Community Banking
  • Corporate and Investment Bank
  • Asset Management
  • Private Banking and Commercial Banking

Company Website: http://www.jpmorganchase.com

ASSUMPTION: Working at JPMorgan Chase & Co. offers candidates the opportunity to gain experience in a large, global organization with extensive resources and career growth opportunities.

πŸ“Š Role Analysis

Career Level: This role is at the Vice President level, indicating significant experience and responsibility within the organization.

Reporting Structure: The Head of CRM reports directly to the Chief Marketing Officer (CMO) and works closely with various teams, including sales, marketing, and technology.

Work Arrangement: This is an on-site role based in Hong Kong, with occasional flexibility for project needs.

Growth Opportunities:

  • Potential to expand influence and responsibilities within the marketing function
  • Opportunities to work on cross-functional projects and gain exposure to different areas of the business
  • Access to professional development and training programs to support career growth

ASSUMPTION: Given the global nature of the company, there may be opportunities for international assignments or relocation in the future.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space with state-of-the-art facilities and amenities.

Office Location(s): 270 Park Avenue, New York, NY 10017-2014, US (Global Headquarters); 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA; 2200 Ross Ave, Dallas, TX 75201, US; Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN; 370 S Cleveland Ave, Westerville, OH 43081, US; 100 N Tampa St, Tampa, FL 33602, US; 4 Metrotech Center, Brooklyn, NY 11201, US; 25 Bank Street, London, England E14 5, GB

Geographic Context:

  • Hong Kong is a major global financial hub with a vibrant and dynamic business environment.
  • The city offers a high standard of living, with excellent infrastructure, education, and healthcare systems.
  • Hong Kong is known for its multicultural atmosphere, with a diverse range of international cuisines and cultural experiences.

Work Schedule: Standard office hours with occasional flexibility for project needs.

ASSUMPTION: Working in Hong Kong offers candidates the opportunity to gain experience in a dynamic, multicultural environment with a strong focus on business and finance.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screen with the hiring manager
  • On-site interviews with cross-functional stakeholders
  • Final round with the Chief Marketing Officer (CMO)

Key Assessment Areas:

  • Strategic thinking and problem-solving skills
  • Leadership and team management abilities
  • Communication and presentation skills
  • Data analysis and interpretation skills
  • Understanding of sales processes and tools
  • Cultural fit and alignment with company values

Application Tips:

  • Tailor your resume and cover letter to highlight relevant experience and skills for this role.
  • Prepare examples of your strategic thinking, leadership, and data analysis skills for the interview.
  • Research JPMorgan Chase & Co. and the asset management industry to demonstrate your knowledge and enthusiasm.

ATS Keywords: Sales enablement, CRM, leadership, data analysis, strategic thinking, problem-solving, cross-functional collaboration, training development, client engagement, sales tools management, continuous learning, market trends monitoring, vendor management, client-centric approach, innovation

ASSUMPTION: The interview process for this role will likely focus on assessing the candidate's strategic thinking, leadership, and data analysis skills, as well as their cultural fit with the organization.

πŸ› οΈ Tools & Technologies

  • Salesforce or similar CRM systems
  • Data analysis and visualization tools (e.g., Tableau, Power BI)
  • Project management software (e.g., Asana, Trello)
  • Microsoft Office Suite (Word, Excel, PowerPoint)

ASSUMPTION: Proficiency in CRM and sales enablement platforms is essential for this role, and candidates should be comfortable using data analysis and visualization tools.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Putting clients first
  • Living our values
  • Fostering a diverse and inclusive workplace
  • Acting with integrity and accountability
  • Collaborating effectively

Work Style:

  • Results-driven and proactive
  • Collaborative and team-oriented
  • Adaptable and resilient
  • Strategic and innovative
  • Data-driven and analytical

Self-Assessment Questions:

  • How do you demonstrate putting clients first in your work?
  • Can you provide an example of a time when you lived one of JPMorgan Chase & Co.'s values?
  • How do you foster a diverse and inclusive workplace, and what steps have you taken to promote this in your previous roles?
  • How do you approach collaborating effectively with cross-functional teams, and can you share an example of a successful collaboration?
  • How do you stay adaptable and resilient in the face of change or challenges, and can you provide an example from your previous experience?

ASSUMPTION: JPMorgan Chase & Co. values candidates who align with their core values and demonstrate a strong work ethic, collaboration, and adaptability.

⚠️ Potential Challenges

  • Managing multiple stakeholders and balancing competing priorities
  • Keeping up with industry trends and best practices in a rapidly evolving market
  • Driving change and adoption of new tools and processes within a large organization
  • Navigating a complex and global organizational structure

ASSUMPTION: Given the size and complexity of the organization, candidates should be prepared to manage multiple stakeholders, navigate a large organizational structure, and drive change in a dynamic environment.

πŸ“ˆ Similar Roles Comparison

  • This role is unique in its focus on sales enablement and marketing within the asset management division of a global financial institution.
  • Compared to other marketing roles, this position requires a strong focus on data analysis, strategic thinking, and cross-functional collaboration.
  • Career progression in this role may lead to senior marketing or leadership positions within the asset management or broader financial services industry.

ASSUMPTION: This role offers a unique opportunity to gain experience in sales enablement and marketing within a global financial institution, with potential for career growth and development.

πŸ“ Sample Projects

  • Developing and implementing a comprehensive sales enablement strategy to drive sales effectiveness and client engagement
  • Analyzing sales performance data to identify trends and opportunities, and developing targeted initiatives to address these findings
  • Collaborating with cross-functional teams to enhance the integration of sales enablement tools and resources with existing systems and processes

ASSUMPTION: These sample projects illustrate the strategic, data-driven, and collaborative nature of the role, highlighting the candidate's ability to drive sales enablement and marketing initiatives within a global organization.

❓ Key Questions to Ask During Interview

  • How does this role fit into the broader marketing strategy for the asset management division?
  • What are the key priorities for this role in the first 90 days?
  • How does JPMorgan Chase & Co. support the professional development and growth of employees in this role?
  • What are the most significant challenges facing the asset management marketing team, and how can this role address them?
  • How does this role collaborate with other marketing and sales teams within the organization?

ASSUMPTION: These interview questions focus on understanding the role's strategic importance, priorities, and opportunities for growth and collaboration within the organization.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume and cover letter to highlight relevant experience and skills for this role.
  • Prepare examples of your strategic thinking, leadership, and data analysis skills for the interview.
  • Research JPMorgan Chase & Co. and the asset management industry to demonstrate your knowledge and enthusiasm.
  • Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.