Relationship Executive - Innovation Economy Technology - Managing Director

J.P. Morgan Chase & Co.

San Francisco (CA)

On-site

USD 350,000 - 700,000

Full time

11 days ago

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Job summary

JPMorgan Chase is seeking a Relationship Executive for the Innovation Economy Technology Banking team in San Francisco. You will focus on growing and retaining profitable relationships with leading software companies, aligning solutions across credit, payments, and advisory services.

You will lead business development, acquire new relationships, deepen existing ones, and collaborate across internal partners to deliver the full firm\'s capabilities.

Qualifications

  • 10+ years of related experience in banking or financial services.
  • Strong understanding of Commercial Banking products and services.
  • Excellent sales management and business development skills.
  • Proficiency in building and maintaining positive client relationships.

Responsibilities

  • Build a brand within your market representing the Leading Innovation Economy bank serving diverse clients.
  • Develop new business by acquiring relationships and deepening existing ones; lead internal strategic discussions across credit and payments.
  • Identify opportunities with diverse founders by leveraging a broad referral network and market activities.
  • Champion a culture of innovation with a customer-centric mindset while managing risk (credit, operational, reputational).
  • Stay up to date with industry trends in innovation, startups, and partnerships to identify opportunities.

Skills

Relationship management
Sales leadership
Client acquisition
Financial advisory
Cross-functional collaboration
Negotiation

Education

Bachelor's degree
Formal credit training (FINRA SIE, Series 79/63)

Job description

Relationship Executive - Innovation Economy Technology - Managing Director
Job Description

You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Relationship Executive on the Technology team in our Innovation Economy business is for you.

As a Relationship Executive on the Innovation Economy – Technology Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Software sector. The team focuses on building relationships with the leading innovators across vertical and horizontal software, infrastructure, cybersecurity and artificial intelligence.

The Technology team is part of J.P. Morgan's Commercial Bank in its Innovation Economy Banking group. In this role you will be the focal point of client acquisition and ongoing relationships with the world’s most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.

Job Responsibilities
  • Ability to build a brand within your market that represents TDC as the “Leading Innovation Economy bank serving the best and most diverse clients”
  • Developing new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
  • Relentless focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
  • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
  • Passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills:
  • 10+ years of related experience
  • Strong understanding of Commercial Banking products and services
  • Excellent sales management and business development skills
  • Proficiency in building and maintaining positive client relationships
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Preferred Qualifications, Capabilities and Skills
  • Bachelor’s degree and formal credit training preferred
  • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
  • Willing to be FINRA licensed (SIE, Series 79, Series 63)
About Us

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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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