Assessment Manager Jobs Near Me

Are you passionate about analyzing RFP documentation to identify risks and maintain established guidelines, while playing a key role in shaping the bank's strategic client relationships? Your expertise will be crucial in managing complex proposals and delivering customized solutions that fuel business growth. If this excites you, join our team!

As a RFP Risk Assessment Manager within the Commercial Bank (CB) Sales organization in the Commercial and Investment Banking business, you will be essential in managing the intake, screening, and review of CB RFPs managed by the CB Proposals team. Serving as the first point of contact for bankers and treasury management officers, you will assist them with responding to RFPs. Your role is crucial in fostering relationships with the sales organization and ensuring that proposal managers are well-prepared to develop client-focused, concise, compelling, and compliant proposals.

• Act as the primary liaison between the sales team and the CB Proposals team for RFP submissions, ensuring smooth communication and coordination
• Review and evaluate RFP submissions to confirm they meet the necessary criteria for bidding, ensuring only qualified proposals are pursued
• Secure approval to proceed with exceptions if an RFP does not meet the qualifications
• Leverage standardized emails to ensure clear and consistent communication with both the sales team and proposal team members, minimizing misunderstandings
• Manage resources to ensure that service level agreements (SLAs) and deadlines are met, maintaining efficiency and timeliness in the proposal process.
• Analyze RFPs and clearly communicate:
  • Any issues or exceptions related to RFPs to the relevant team members, ensuring transparency and preparedness
  • Identified non-standard elements to ensure the necessary approvals are obtained, maintaining compliance and alignment with contract terms and company policies
• Research requirements; gather and analyze information and background materials; consult with subject matter experts to clarify details and revise or develop responses, as needed by conducting thorough research and consulting with experts to ensure accurate and comprehensive proposal responses.
• Ensure proposals undergo necessary compliance reviews (legal, insurance, HR, etc.), adhering to risk, legal, and audit guidelines
• Provide strategic advice to enhance proposal solutions and help position the company advantageously in the market

• Experience with sales, implementation, or support of TS or Commercial Card services
• Technical, business, or proposal writing experience is crucial
• Excellent business writing and grammar skills are essential
• Proficiency in Microsoft Word and Adobe Professional at an intermediate to advanced level is required
• Proven ability as a self-starter, detail-oriented, well-organized and able to multi-task effectively
• Demonstrate a high level of independence, energy and integrity, as well as respect for a diversity of opinions and styles
• Accept accountability and responsibility
• Exceptional communication and interpersonal skills
• Ability to work effectively and efficiently as a team member in a fast-paced environment with tight deadlines
• Flexibility to work varying hours to meet deadlines during critical project phases
• Ability to develop and maintain a broad knowledge of TS and Commercial Card products, as well as the technology, equipment, operations processes, and systems commonly used

• Understanding of government bidding / corporate procurement requirements and process
• In-depth knowledge of TS or commercial card products and services
• Experience with controls and risk review, and/or legal documentation review

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Innovate and deliver comprehensive solutions to promote client business success. Stand out with our unique platform.