Securities Services Sales – Asset Owners – Executive Director

JPMorgan Chase & Co.; Boston (MA); On-site; USD 180,000 - 280,000; Full time

Job summary

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

You will drive new client acquisition and expand strategic relationships with existing clients. You will collaborate with internal partners across product, service and operations to deliver best-in-class service, develop market insights, and shape account strategies with senior

Qualifications

• At least twelve years in asset servicing or securities services sales or related roles.
• Strong ability to interact with client stakeholders at multiple levels.
• Strategic, creative problem solving and executive communication skills.
• Demonstrated leadership with ability to provide market color to drive growth.
• Familiarity with financial markets and investment products across asset classes.
• Proficient in quantitative analysis and common tools (Excel, PowerPoint).
• Excellent time management and cross-functional collaboration skills.

Responsibilities

• Identify and win new institutional business across Insurance, Pension, Treasury, E&F, and GSE segments in the US.
• Manage and expand relationships with key clients, including commercial strategy and contract negotiations.
• Create marketing materials, RFPs, and presentations that meet brand standards.
• Coordinate with product, service, and operations teams to deliver best-in-class service.
• Develop market insights and partner with coverage teams to identify opportunities.
• Support strategic opportunities by understanding client business and risk.

Skills

Client facing

Strategic thinking

Leadership

Executive communication

Financial markets

Time management

Industry knowledge

Education

Bachelor's degree in Finance/Business/related

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 salesexecutives 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 andcross-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 leasttwelve 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.