Executive Director, ESOP Capital & Advisory Solutions

Testing Site - JPMC; New York (NY); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

Testing Site - JPMC is seeking an Executive Director in the Capital & Advisory Solutions group with deep ESOP expertise to drive revenue and support clients' needs.

The Senior Commercial Banker will lead ESOP transactions, coordinate with Relationship Executives, and work with underwriters to deliver value and compliant solutions. This role emphasizes business development, market coverage, and strategic advisory capabilities within a collaborative team.

Qualifications

• Bachelor’s degree required.
• 7+ years in corporate or investment banking, with at least 5 years in the ESOP space.
• Experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
• Strong business development and strategic vision.
• Ability to assess credit transaction risks and knowledge of credit policies.
• Series 79, 63, and SIE licenses at hiring or within 120 days.

Responsabilités

• Facilitate ESOP advisory referrals and align with ESOP group workflows.
• Lead meetings to educate clients on ESOP transactions and liquidity strategies.
• Partner with bankers and Credit Officers on ESOP financing, growth financing and debt refinancings.
• Prepare and present financing feasibility and debt capacity studies.
• Review ESOP documents for compliance and accuracy.
• Develop detailed financial models for proposed ESOP transactions.
• Conduct periodic ESOP reviews to support credit exposure.

Connaissances

ESOP transactions

Business development

Credit evaluation

Financial modeling

Collaboration skills

Formation

Bachelor’s degree

Description du poste

Testing Site - JPMC is seeking an Executive Director in the Capital & Advisory Solutions group with deep ESOP expertise to drive revenue and support clients' needs.

The Senior Commercial Banker will lead ESOP transactions, coordinate with Relationship Executives, and work with underwriters to deliver value and compliant solutions. This role emphasizes business development, market coverage, and strategic advisory capabilities within a collaborative team.