Securities Services Sales - Strategic Insurance - Vice President

JP Morgan Chase; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Securities Services Sales seeks a Vice President to drive client acquisition and expand strategic insurance client relationships across the US and Canada.

You will lead discussions with senior client stakeholders, negotiate contracts, and collaborate with internal partners to deliver best-in-class services. The role emphasizes strategic, analytical, and leadership skills, with opportunities to shape investment solutions across traditional and alternative products.

Qualifications

• Seven years of experience in securities services sales or related roles.
• Degree in Finance, Business Management, Computer Science, or a related field.
• Experience interacting with senior client stakeholders including C-Suite.

Responsibilities

• Identify and win new institutional insurance clients across US/Canada.
• Manage relationships, negotiate contracts, and cross-sell opportunities.
• Create marketing materials, RFPs, and client presentations.
• Collaborate with product, operations and senior management to deliver best-in-class service.
• Develop market insights and align with Banking, Markets, Asset Management and Payments teams.

Skills

Client-facing

Strategic thinking

Executive communication

Leadership

Financial markets knowledge

Time management

Problem solving

Education

Finance/Business degree

Tools

Excel

PowerPoint

Job description

J.P. Morgan Securities Services combines Custody, Fund Services, Investment Middle Office Solutions, Data & Analytics, Derivatives Collateral Management, Liquidity Solutions and Trading Services 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 Vice President in Securities Services Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on the Insurance client segment – including strategic life insurance companies, affiliated asset managers and private capital sponsors across the US and Canada. 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 segment and sales executives to support strategic opportunities.

Job Responsibilities:

• Identifying, prospecting, leading and winning new business with institutional clients in the Insurance client segment across the US and Canada.
• 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 client 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 senior management and internal Securities Services 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, Asset Management and Payments coverage to identify new opportunities.

Required qualifications, capabilities and skills:

• An ideal candidate has at least seven years’ experience in securities services sales or related business functions with a working knowledge of one or more of the core products and Insurance/Asset Managers/Sponsors. Also open to backgrounds in sales and trading, investment management, consulting 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 inclusive of C-Suite;
• 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

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. J.P. Morgan Securities Services Sales Team!