Securities Services Sales - Strategic Insurance - Vice President

JPMorganChase; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorganChase Securities Services Sales is seeking a Vice President to lead client acquisition and relationship growth for the Insurance segment across the US and Canada. You will cover strategic opportunities and work with senior executives to expand our footprint.

You will collaborate with Banking, Markets, Asset Management and Payments coverage to deliver best-in-class service and insights while growing revenue with top-tier clients.

Qualifications

• At least seven years' experience in securities services sales or related roles.
• Ability to interact with C-Suite and senior stakeholders.
• Strong written and verbal communication and risk management skills.
• Familiarity with financial markets and asset classes; client strategy first.

Responsibilities

• Identify and win new insurance-sector institutional clients across the US and Canada.
• Manage existing client relationships, including commercial strategy and cross-selling.
• Create marketing materials, RFPs and presentations meeting brand standards.
• Collaborate with product, service and operations teams to deliver top-tier service.
• Develop market expertise and partner with coverage teams to identify opportunities.

Skills

Client-facing

Strategic thinking

Executive communication

Time management

Team leadership

Financial markets knowledge

Analytical skills

Education

Finance/Business/CS degree

Tools

Excel

PowerPoint

Job description

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.

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

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.