Workplace Solutions, Proposals Manager, Vice President
JP Morgan
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 with full-time in-office presence required 5 days/week.Occasional travel (<10%) may be required for key meetings and events.
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