Workplace Solutions, Proposals Manager, Vice President

Job Summary:

J.P.

Morgan Workplace Solutions is seeking a dynamic and strategic Vice President, Proposals to drive the growth of our equity compensation and financial wellness offerings.

This role requires a player/coach who can lead a high-performing team while actively contributing to RFPs, decks, and sales enablement initiatives.

The ideal candidate is process-oriented yet flexible, highly organized, and adept at project management.

As part of the Marketing organization, this position serves as a vital link between Marketing, Sales, Product, and Client Solutions to enhance tools, processes, and content that fuel revenue growth.

Key Responsibilities:


* Lead and manage the sales enablement team to ensure seamless coordination, high performance, and execution excellence.


* Develop and own the sales enablement strategy aligned with business objectives, focusing on tools, training, and content that empower the sales team.


* Oversee the RFP process for prospective and existing clients-including strategy, writing, coordination, and delivery-ensuring proposals are compelling, accurate, and tailored to client needs.


* Collaborate with stakeholders across Sales, Product, Legal, and Compliance to ensure consistent messaging and value proposition across all materials.


* Drive continuous improvement in sales enablement operations, content management systems, and performance analytics.


* Build frameworks for measuring the effectiveness of enablement tools, training programs, and proposal success rates.


* Serve as a trusted advisor to senior leadership on sales strategy, client engagement trends, and field readiness.


* Stay current with trends in fintech, equity compensation, and financial wellness to inform strategy and competitive positioning.

Qualifications:


* 7+ years of experience in sales enablement, marketing, proposal management, or business development-preferably in financial services, fintech, or enterprise SaaS.


* 2+ years of experience managing a team in a matrixed environment.


* Strong understanding of RFP and proposal management processes, tools (e.g., Loopio, RFPIO), and best practices.


* Proven track record of collaborating across departments to deliver business-aligned solutions.


* Excellent written and verbal communication skills; experience developing high-impact sales content and messaging frameworks.


* Experience in equity compensation, retirement services, or financial wellness solutions is highly preferred.


* Strong project management and organizational skills with the ability to juggle multiple priorities in a fast-paced environment.


* Bachelor's degree required; advanced degree or industry certifications a plus.

Location & Travel:


* This role is based in Nashville, TN or Jersey City, NJ with full-time in-office presence required 5 days/week.


* Occasional travel (

JPMorganChase, one of the oldest financial institutions, offers innovative ...