Relationship Executive - Insurance Services Discipline - Executive Director

Testing Site - JPMC; Chicago (IL); On-site; USD 142,000 - 265,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago, IL seeks a Relationship Executive within the Insurance Services discipline to drive new client development and deepen existing relationships across the Commercial Banking platform.

The role requires leading advisory activities, coordinating with senior leaders, and partnering with Insurance Services teammates to execute strategy. Travel to top markets will be required.

Qualifications

• Seven plus years direct lending or credit support experience with a focus on business relationships.
• Advanced knowledge of Salesforce CRM system.
• Advanced understanding of Commercial Banking credit and treasury products.
• Strong oral and written communication skills.
• Ability to collaborate with internal partners and resources.
• FINRA Series 79 and 63 licenses required or must obtain within 180 days of hire.

Responsibilities

• Execute established operating rhythms, including data analysis and report distribution.
• Provide guidance to Insurance Services teammates to support discipline objectives.
• Develop and manage a comprehensive Credit Book for the discipline across sub-sectors.
• Manage client and prospect prioritization lists for each sub-sector.
• Stay informed on industry trends to identify strategic partnership opportunities.
• Develop and manage Salesforce Dashboard to monitor discipline activities.
• Travel to top markets for in-person banker training and business development meetings.

Skills

Relationship management

Salesforce

Credit knowledge

Communication

Business development

Lending experience

Financial analysis

Negotiation

Education

Bachelor's degree in finance or related field

FINRA licenses or exam readiness

Tools

Salesforce CRM

Job description

Relationship Executive - Insurance Services Discipline - Executive Director

Chicago, IL, United States and 2 more

Job Information

• Job Identification 210725096
• Job Category Relationship Manager
• Business Unit Commercial & Investment Bank
• Posting Date 03/24/2026, 03:02 PM
• Locations 10 S Dearborn St, Chicago, IL, 60603, US 600 Travis St, Houston, TX, 77002, US 270 Park Ave, New York, NY, 10017, US
• Job Schedule Full time
• Base Pay/Salary Chicago,IL $142,120.00-$253,800.00; New York,NY $154,660.00-$264,600.00

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

Job Description

You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Relationship Executive is for you.

As a Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team, your role is to act as an “individual contributor” to the firm, working with the team’s Managing Director and Insurance Services teammates to grow the business profitably. You will work directly with the Managing Director to evolve the discipline’s strategy and partner with your Insurance Services teammates to execute our strategy. As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Commercial & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers. And you will play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners.

Job Responsibilities:

• Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
• Provide guidance to and partner with Insurance Services teammates to aid in their development and advance discipline objectives
• Development and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sector
• Manage detailed client and prospect prioritization lists for each sub-sector
• Maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firm
• Development and management of Salesforce Dashboard to monitor and report discipline activities
• Travel to top markets for in-person banker training and business development meetings with clients and prospects

Required Qualifications, Capabilities and Skills:

• Advanced knowledge of Insurance Services business model
• Seven plus years direct lending or credit support related experience, with a focus on business relationships
• Advanced knowledge of Salesforce CRM system
• Advanced understanding of Commercial Banking credit and treasury products
• Strong oral and written communication skills
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding goals; proven top individual contributor
• Sales management and business development skills
• FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Master’s degree and formal credit training preferred
• Strong creative solution and problem solving abilities
• Proficiency in building and maintaining positive stakeholder relationships
• Proven ability to self-start and complete complicated projects

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.