Securities Services Sales - Asset Owners - Executive Director

J.P. Morgan; Boston (MA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. seeks an Executive Director for Securities Services Sales to lead client coverage of Asset Owner segments across the US, including insurance, pensions, and endowments.

The role emphasizes acquiring new business and expanding strategic relationships with existing clients, alongside collaboration with senior sales leadership. Ideal candidates bring 12+ years in asset servicing or securities services sales, strong client-facing and leadership skills, and deep knowledge of

Qualifications

• At least twelve years' experience in asset servicing/securities services sales or related functions.
• Strong client-facing skills across client levels.
• Strategic, creative and problem-solving capabilities; able to communicate at executive level.
• Leadership with ability to drive investment and innovation.
• Familiarity with financial markets and traditional/alternative investment products.
• Strong quantitative and analytical skills; proficient in Excel and PowerPoint.
• Degree in Finance, Business Management, or Computer Science or related field.

Responsibilities

• Identify, prospect and win new institutional clients across US insurance, pensions, treasuries, endowments & foundations, and GSE segments.
• Manage client relationships, own commercial strategy, negotiate contracts and cross-sell.
• Create marketing materials, RFPs, or presentations for clients and internal use.
• Collaborate with product, service and operations teams to deliver best-in-class service.
• Develop industry and market expertise to support client business strategy across banking, markets, and asset management.

Skills

Client-facing

Executive communication

Leadership

Strategic thinking

Problem solving

Time management

Team building

Planning

Financial markets literacy

Analytical skills

Education

Finance degree

Business Management

Computer Science

Tools

Excel

PowerPoint

Job description

J.P. Morgan Securities Services combines Custody, Fund Services, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella. These businesses occupy top-tier positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities for our clients.

As an Executive Director in Securities Services Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on the Asset Owner client segment – including insurance, pensions, treasuries, endowments & foundations, and government-sponsored enterprise (GSE) client segments across the US. In this capacity, you will be primarily responsible for growing our business through new client acquisition as well as a component of managing and expanding strategic existing client relationships. You will have direct client coverage responsibilities and also work with senior sales executives to support strategic opportunities.

Job Responsibilities

• Identifying, prospecting, leading and winning new business with institutional clients in the Insurance, Pension, Treasury, E&F, and GSE client segments across the US.
• Manage relationships with existing clients, including ownership of commercial strategy, contractual negotiations and cross-selling incremental business opportunities.
• Create marketing materials, updates, request for proposal (RFPs) or presentations for clients or internal use as needed, ensuring all materials meet brand and marketing standards;
• Managing the client's and J.P. Morgan's mutual interests through in-depth calling and understanding of opportunities.
• Working effectively with internal partners across product, service and operations to deliver a best in class service to our existing clients.
• Developing and maintaining industry and market expertise to maximize the client's business strategy while partnering with banking, markets and asset management coverage to identify opportunities.

Required qualifications, capabilities and skills:

• An ideal candidate has at least twelve years’ experience in asset servicing/securities services sales or related business functions with a working knowledge of one or more of the core products and Asset Owners. Also open to backgrounds in sales and trading, investment management or similar client management roles. Additionally, candidates should meet the following criteria:
• Possess strong client-facing skills able to interact at different levels of a client organization;
• Possess strategic, creative and problem solving skills as well as executive written and verbal communication skills; Ability to help identify innovative solutions to best serve customers and manage risk
• Demonstrated leadership and track record in delivering industry color back to the business to drive investment and innovation
• Familiarity with the financial markets and investment products including traditional asset classes and alternative products;
• Strong quantitative and analytical skills as well as proficiency in Excel, PowerPoint;
• Demonstrate excellent time management, organizational, team building and planning skills
• This role will require a degree in a relevant field (i.e. Finance, Business Management, Computer Science, etc.).

Preferred qualifications, capabilities and skills:

FINRA Series 7 and 63 securities licenses will be required for the role so it is preferred if the candidate already is licensed. If they do not, they will need to obtain the licenses before or soon after they start.

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

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. Join our Securities Services Sales team!