Business Development Executive - Mid-Corporate Banking - Executive Director

Testing Site - JPMC; San Francisco (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorganChase in Northern California and Nevada seeks a seasoned Business Development Executive to source and grow profitable mid-corporate banking relationships.

You will lead prospecting, client acquisition, and partner coordination, delivering high-impact marketing activities and a premium client experience.

Qualifications

• 10+ years of direct client management and related financial services experience.
• FINRA Series 63, 79 and SIE licenses required or ability to obtain within 180 days.
• Deep knowledge of commercial and investment banking products and services.
• Experience cross-selling products and meeting sales goals.
• Strong written and verbal communication, including proposals and public speaking.

Responsibilities

• Partner with Banking, Credit, Treasury, and partners to introduce prospects to product capabilities.
• Drive top-line revenues while expanding client base and mitigating risk; generate numerous new clients annually.
• Lead the region’s prospecting activities and deepen relationships with existing clients.
• Measure success through marketing activities, proposals, revenue, risk mitigation, and centers of influence.
• Plan and host networking and content-focused events with key centers of influence in the local market.
• Travel regularly to client locations within Northern CA and Northern NV; maintain office presence for collaboration.
• Operate independently while partnering internally and externally to deliver high-impact marketing and client acquisition.

Skills

Client management

Lending/credit

Debt & equity markets

FINRA licenses

Banking products

Cross-selling

Sales goals

Business development

Negotiation

Communication

Education

Bachelor’s degree

CFA

Job description

You are dynamic, customer-centric, and a tenacious marketer with a strong work ethic. You enjoy building C-suite and owner relationships, tailoring financial solutions, and bringing in new clients—this role as a Business Development Executive (BDE) is for you.

As an experienced BDE in the Mid-Corporate Banking team, you will be responsible for sourcing and growing profitable relationships, championing a culture of innovation and a client-advisory mindset, while delivering JPMorganChase’s strategic guidance through a wide breadth of products and services.

Reporting to Regional Leadership, you will lead business development efforts for Mid-Corporate Corporate and Investment Banking in the Northern CA and Northern NV region. The ideal candidate will have a history of business development experience, a strong network in diversified and general industries in the region, and a demonstrated ability to market JPMorganChase’s capabilities with persistence and creativity. This entrepreneurial role requires a creative and strategic thinker to build community and brand awareness in the local market.

Responsibilities include driving and executing prospecting strategy, client acquisition, channel partner management, and strong collaboration with local Bankers in your market. You will leverage your network, market knowledge, and senior experience to deliver a premium client and partner experience. A deep understanding of Commercial Banking products and services is essential, as is working collaboratively with our Bankers, Treasury Management Officers, and other key product partners. The BDE will also plan and host networking and content-focused events with key centers of influence in the local market.

The ideal candidate has a passion for building businesses, is strategic, delivers high-impact marketing activities, can operate independently, partners well internally and externally, is a strong communicator, and an engaging leader. This prominent role will help fuel and grow the business through client acquisition.

Job Responsibilities

• Partner closely with Banking, Credit, Treasury, and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce prospects to our product capabilities
• Propel top-line revenues while maximizing efficiency and mitigating risk; expected to generate numerous new clients on an annual basis
• Serve as a mentor and coach to the banking team and lead the region’s prospecting activities, including deepening relationships with existing clients
• Measure success through marketing activities such as calling, proposal generation, revenue, risk mitigation, C-suite connectivity, and building relationships with centers of influence
• Plan and host networking and content-focused events with key centers of influence in the local market
• Travel regularly to client locations within Northern CA and Northern NV, maintaining a consistent office presence for collaboration and teamwork
• Operate independently while partnering well internally and externally, delivering high-impact marketing activities and client acquisition

Required Qualifications, Capabilities and Skills

• 10+ years of direct client management, lending, credit support, debt and equity capital markets, or similar industry related experience
• FINRA Series 63, 79 and Securities Industry Essentials licenses required, or ability to obtain licenses within 180 days of hire
• Extensive knowledge of commercial and investment banking products and services
• Experience in cross-selling products, and a track record of meeting or exceeding sales goals
• Strong business development skills, including tactical selling and negotiation
• Excellent verbal and written communication skills, including proposal writing and public speaking

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree, with graduate degree and/or CFA a plus
• Formal bank credit training is preferred
• Strong creative solution and problem-solving skills
• Demonstrated ability to build successful relationships with centers of influence
• Financial Sponsor experience contributes to a well-rounded candidate

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.