Relationship Executive - Mid-Corporate Commercial Banking - Executive Director

JPMorganChase; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Job summary

JPMorganChase in Charlotte is seeking a Relationship Executive focused on sponsor-backed relationships within mid-corporate. You will acquire new clients and expand a portfolio while coordinating with the Financial Sponsors Group and commercial banking teams to deliver strategic financial advice.

You will handle leveraged buyouts, recapitalizations, and add-on acquisitions, structuring credit facilities and coordinating across treasury, capital markets, and investment banking to deliver

Qualifications

• Seven plus years of lending or credit support in corporate banking, investment banking or capital markets.
• Knowledge of debt capital markets including pro rata bank, direct lending/private credit, institutional term loan and high yield.
• Excellent quantitative and analytical skills; ability to synthesize information and develop client solutions.
• Ability to work as a team player with deal members within a financial firm.
• Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior partners.
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire.

Responsibilities

• Serve as the interface between JPM's Financial Sponsors Group and commercial banking team, managing inbound sponsor transactions such as leveraged buyouts, recapitalizations, and add-on acquisitions
• Serve as a client-focused, transaction-oriented banker who partners across a broad stakeholder set to deliver strategic financial advice to businesses backed by financial sponsors.
• Play an integral role in the structuring, underwriting, and negotiation of credit facilities and other financial products for sponsor transaction
• Collaborate with product specialists in treasury, capital markets, and investment banking to deliver comprehensive solutions for portfolio companies
• Acquire new clients and maintain and deepen a portfolio of sponsor-backed relationships in the commercial banking target market
• Drive investment banking opportunities by acting as primary interface between commercial bankers and the mid-cap investment banking team

Skills

Quantitative skills

Analytical skills

Written and verbal communication

Team player

Interpersonal and influencing

Sales goals achievement

Work under pressure / multi-tasking

Knowledge of debt capital markets

Licensing: FINRA 79/63/SIE

Job description

Job Description

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.

You will serve as a client-focused, transaction-oriented banker who partners across a broad stakeholder set to deliver strategic financial advice to businesses backed by financial sponsors.

As a Relationship Executive, Sponsor Portfolio Banker in Mid-Corporate Commercial Banking, you are responsible for acquiring new clients and for maintaining and expanding a portfolio of sponsor-backed relationships. You will operate both independently and in close collaboration with partners to introduce JPM's full suite of capabilities, with particular emphasis on managing inbound transaction activity from financial sponsors and their portfolio companies. You will also serve as the key link between the Financial Sponsor Group and the commercial coverage banker, ensuring aligned communication and efficient execution of sponsor-related transactions. The role is focused on growing and retaining profitable relationships within the commercial banking target segment, generally comprised of companies with approximately $50 million to $2 billion in annual revenue.

Job Responsibilities

• Serve as the interface between JPM's Financial Sponsors Group and commercial banking team, managing inbound sponsor transactions such as leveraged buyouts, recapitalizations, and add-on acquisitions
• Serve as a client-focused, transaction-oriented banker who partners across a broad stakeholder set to deliver strategic financial advice to businesses backed by financial sponsors.
• Play an integral role in the structuring, underwriting, and negotiation of credit facilities and other financial products for sponsor transaction
• Collaborate with product specialists in treasury, capital markets, and investment banking to deliver comprehensive solutions for portfolio companies
• Acquire new clients and maintain and deepen a portfolio of sponsor-backed relationships in the commercial banking target market
• Drive investment banking opportunities by acting as primary interface between commercial bankers and the mid-cap investment banking team

Required Qualifications, Capabilities And Skills

• Seven plus years of lending or credit support in corporate banking, investment banking or capital markets
• Knowledge of debt capital markets including pro rata bank, direct lending/private credit, institutional term loan and high yield
• Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
• Ability to work as a team player interacting with a variety of deal members within a financial firm
• Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm
• Ability to work well under pressure, multi-task, and meet time sensitive deadlines
• Demonstrated experience of meeting or exceeding sales goals
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities And Skills

• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with financial sponsors, direct lending/private credit and capital markets solutions
• Strong creative solution and problem-solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking and self-direction

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.