Corporate Banking Coverage - Investor Client Management - Executive Director

JPMorgan Chase; New York (NY); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is looking for an ICM Corporate Banking & Markets Relationship Executive to manage a diverse portfolio of strategic asset management and insurance clients. In this role, you will oversee critical financial transactions, ensuring compliance with regulations while delivering an extensive range of JPMorgan Chase products and services.

The ideal candidate should possess a Bachelor's degree in Finance and a solid background in corporate finance, coupled with strong analytical and communication skills. A competitive salary and comprehensive benefits package are offered, including health care coverage and wellness support.

Qualifications

• Strong coverage in Corporate Finance, Treasury, and Markets.
• Demonstrated experience in sales and managing financial institution clients.
• Knowledge of KYC, credit documentation, and regulatory environments.

Responsibilities

• Manage a global portfolio of strategic asset management and insurance clients.
• Drive senior-level client engagement across products and services.
• Structure and execute complex credit and financing transactions.

Skills

Corporate Finance coverage

Analytical skills

Transaction execution

Sales and relationship management

Strong communication skills

Microsoft Office (Excel, PowerPoint)

Education

Bachelor's Degree in Finance or related field

Job description

Help shape how strategic asset management and insurance clients engage with JPMorganChase-bringing together corporate finance, lending, markets and payments capabilities to deliver integrated solutions across the platform.

Job Summary

As an ICM Corporate Banking & Markets Relationship Executive, you will manage a global portfolio of strategic asset management and insurance clients, driving relationship coverage and delivering a broad suite of products and services across the JPMorganChase platform. You will oversee a complex credit and financing portfolio, including structuring, underwriting analysis, and transaction execution, while ensuring alignment with regulatory, KYC, legal, risk, and operational requirements for the client segment.

Job Responsibilities

• Oversee a global portfolio of strategic asset management and insurance clients and lead day-to-day relationship coverage.
• Drive senior-level client engagement across a wide array of JPMorganChase products and services, including Corporate Finance, SLF, Lending, Markets, Platform Sales and Global Payments, in partnership with coverage and product teams.
• Partner across regions and product teams to deliver coordinated coverage and high-quality execution for clients.
• Versed on key topics relevant to clients (e.g. market landscape, corporate finance, capital structure, commercial real estate, capital markets, rates and FX, and payments).
• Understand client's business, industry, and relationship with JPM.
• Structure, analyze, and execute complex credit and financing transactions on behalf of the related client base.
• Manage related credit portfolio oversight including underwriting, risk assessment, and ongoing credit monitoring across lending and financing exposures.
• Coordinate regulatory, KYC, compliance, legal, risk, and operational requirements supporting this client segment in partnership with internal stakeholders.
• Analyze, present and manage client profitability.

Required qualifications, capabilities, and skills

• Bachelor's Degree in Finance or related field
• Strong coverage background across Corporate Finance, Treasury, and Markets businesses, with seasoned analytical, structuring, and transaction execution skills.
• Essential credit background and experience across Corporate Finance, DCM, Lending, Global Payments, platform sales, hedging and markets-related activities.
• Demonstrated sales and relationship-management experience with asset management and other financial institutions clients.
• Proven ability to originate, position, and deliver products and solutions across DCM, SLF, lending, hedging, corporate advisory, Global Payments, and platform sales capabilities.
• Strong collaboration and communication skills, including the ability to align cross-functional stakeholders and clearly communicate complex concepts to senior audiences.
• Strong knowledge of loan operations, KYC, credit documentation/agreements, and relevant legal, risk, and regulatory environments.
• Series 79 and 63 licenses required.
• Strong Microsoft Office skills including Excel and PowerPoint.
• Familiarity with and willingness to implement AI tools.

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.

Base Pay / Salary

New York,NY $200,000.00 - $350,000.00 / year

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.

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