Payments Treasury Sales - Executive Director - Non-Banking Financial Institutions

J.P. Morgan; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

A leading financial institution seeks a Payments Sales Manager to drive cash management solutions for various clients. This role involves developing new business, understanding client needs, and collaborating with teams to deliver integrated treasury solutions. Ideal candidates will have extensive experience in sales and relationship management within the financial sector.

Qualifications

• 8+ years of cash management, sales, and relationship management experience.
• Strong relationship and problem-solving skills.
• Understanding of Compliance and KYC processes.

Responsibilities

• Develop new profitable business from prospective and existing clients.
• Understand clients' business goals and identify potential new business opportunities.
• Promote sales through frequent client meetings and discussions.

Skills

Treasury services

Payments

Relationship management

Problem solving

Communication

Education

Bachelor’s degree or equivalent

Job description

As a Payments Sales Manager within the Non-Banking Financial Institutions Group, you will be expected to sell cash management solutions, build a strong pipeline of opportunities, as well as manage existing portfolio business for Asset Managers, Insurance Companies, Broker Dealers and Fintechs.To achieve the sales goal, you are expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers. The role will require strong collaboration with client service, operations, technology, risk, credit, legal in order to optimize delivery. Youwill also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.

Job Responsibilities

• Working in partnership with CIB bankers and your Payments colleagues across the globe to develop new profitable business from prospective and existing clients. Meeting sales and financial metrics for the business.
• Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, check clearing, trade, International payments, liquidity.
• Identify and engage clients on the various J.P. Morgan innovation strategies and products.
• Managing client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
• Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
• Engage JPMorgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework

Required Qualifications, Capabilities, and Skills

• Possesses knowledge and understanding of treasury services, payments, check, FX products
• Possesses 8+ yearsof cash management, sales and relationship management experience
• Bachelor’s degree or equivalent
• Strong relationship, creative solutioning and problem solving skills
• Excellent verbal, written communication and time management skills
• Understanding of Compliance and KYC processes
• Demonstrates cultural sensitivity and awareness

Preferred qualifications, skills and capabilities

• Comprehension of the Canada Banks sector, business needs and potential solutions (a plus).
• Experience with Canadian based banks is a plus.
• Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)