Location: New York, NY, United States

 

Leverage your developing treasury and payments expertise to help reshape how clients experience our products and elevate every client interaction.  

 

As an Associate in the Global Advisory team within J.P.Morgan Payments, you will support client-facing coverage teams by providing Treasury and Finance insights, helping to prepare analyses, materials, and coordination needed to advise and solution for large and strategic clients across industries in North America.  You will partner closely with Advisory, Sales, Product, and Marketing to improve client engagement, support pipeline growth, and scale best practices across the region.

Job responsibilities

• Support Global industry and client-facing teams in developing and delivering treasury best practices, industry trends, benchmarking, and compelling market analysis aligned with client priorities
• Assist in solutioning by leveraging J.P.Morgan product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) to support client proposals and engagement plans
• Prepare for and contribute to treasury whiteboarding sessions (e.g., current-state discovery, operating model mapping, opportunity sizing), documenting insights and recommended next steps
• Research and synthesize industry trends and client ecosystem dynamics (including evolving business operating models) to help define/refine payments & treasury solution strategy and engagement approach
• Coordinate with local partners across Advisory, Product, Marketing, Legal/Compliance and Sales to ensure alignment on client needs, solution positioning, and market intelligence; facilitate regular touchpoints and feedback loops
• Collaborate with sales coverage to tailor centrally-produced materials to client priorities and competitive dynamics; ensure final content is appropriately messaged, controlled, and archived per team process
• Manage scorecard and deal tracking follow-ups: ensure Advisory is included in key commercial reporting and track action items to drive accountability and momentum
• Support, organize and execute client-facing events (roundtables, webinars, workshops) to drive engagement and showcase J.P.Morgan thought leadership
• Support systematic reviews by gathering feedback, analyzing outcomes, and translating findings into actionable insights to improve future sales motions

• Assist with delivering enablement sessions and workshops to upskill sales/coverage teams on Advisory materials, industry insights, and best practices

   

• Manage risk with compliance, and adherence to relevant policies and procedures in all client activities and materials

Required qualifications, capabilities, and skills

• Experience in payments, treasury, finance, consulting, or a related corporate function; demonstrated interest in treasury transformation and client problem-solving

   

• Ability to learn and apply concepts relevant to treasury (cash/liquidity, trade/working capital, cross-border payments, merchant acquiring, pay-ins/pay-outs, FX, channels)
• Strong analytical and research skills, with the ability to structure ambiguity and translate findings into clear client-ready outputs
• Strong project management, organization, and follow-through; comfort operating across multiple stakeholders and deadlines
• Excellent verbal and written communication skills; strong collaboration and relationship-building across teams and geographies
• Client-centric mindset, strong business acumen, and a high attention to detail
• Demonstrated integrity and sound judgment with a focus on risk and controls

 

Preferred qualifications, capabilities, and skills

• Working knowledge of the payments landscape and banking infrastructure; familiarity with corporate treasury technology platforms (e.g., TMS, ERPs), data visualization tools and emerging payment rails 

Support pipeline growth and scale best practices.