Prime Finance Services Sales - Associate

Benefits and culture

As a Prime Finance Services Sales Associate on the Platform Sales team in New York, you will join a role that rewards analytical rigor, collaborative problem solving, and client-focused execution. The compensation package includes a base salary in the USD 135,000 to 150,000 range, along with commission-based pay and discretionary incentive compensation (cash and/or forfeitable equity). You will also gain access to comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. Base salary is determined by role, experience, skill set, and location, reflecting the value you bring to the team.

This position emphasizes teamwork with senior sales and product partners, cross-functional collaboration, and ongoing development across the client lifecycle. It offers a structured path to contribute to pricing, forecasting, and pipeline management while maintaining a quality-driven approach to prospecting and client engagement.

Responsibilities

• Originate new prime brokerage mandates and expand wallet share with existing clients.
• Engage key alternative investment clients, presenting ideas across diverse strategies and structures to sophisticated hedge funds and asset owners.
• Collaborate with senior sales and product teams to study hedge fund dynamics and identify opportunities.
• Support prospecting and pitch workflows, set agendas, tailor materials, and manage follow-ups.
• Develop pricing proposals and contribute to sales forecasting.
• Manage the client lifecycle pipeline, perform segment analyses, and support governance processes.
• Contribute to platform sales initiatives through project-based work across the team.

Requirements

• Creative problem solver who performs well under pressure.
• Solid understanding of prime finance and prime brokerage product fundamentals.
• Clear, logical thinker with strong qualitative abilities.
• Team player who is detail-oriented and committed to disciplined processes and quality control.
• Ability to learn quickly, multitask, and self-manage priorities.
• Effective communicator able to collaborate with internal partners and engage clients.
• Strong proficiency in Microsoft Excel and Microsoft PowerPoint.

Technology

• Microsoft Excel
• Microsoft PowerPoint

About us

JPMorganChase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses, and a broad spectrum of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than 200 years, the firm today leads in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the team

J. P. Morgan's Commercial and Investment Bank operates as a global leader across banking, markets, securities services, and payments. The bank serves corporations, governments, and institutions in more than 100 countries, offering strategic advice, capital formation, risk management, and liquidity solutions.