Senior Cash Management Strategist

Testing Site - JPMC; Boston (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase in Boston seeks a Senior Cash Management Consultant to lead the delivery of Cash Management solutions for Business Banking clients. You will collaborate with BRMs and BDMs to identify opportunities, propose products, and drive end-to-end implementations while maintaining risk controls.

The role emphasizes relationship development, strategic advisory, and market leadership, with responsibility for client experience, proposals, and cross-functional teamwork.

Qualifications

• Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience.
• Excellent relationship management and business development/sales skills.
• Excellent/strong verbal and written communication skills; Excellent/strong presentation skills.

Responsibilities

• Collaborates with BRMs and BDMs to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio.
• Serves as Trusted Advisor through understanding the client’s needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank.
• Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified
• Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
• Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs
• Engages in a disciplined relationship development process and manages quality call activities. Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
• Leads new client journey end-to-end;Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options

Skills

Relationship management

Business development

Sales skills

Verbal and written communication

Negotiation skills

Time management

Strategic thinking

Education

Bachelor’s Degree in Finance or related field

Certified Treasury Professional

Tools

Seismic

RelPro

Vertical IQ

Job description

JPMorgan Chase in Boston seeks a Senior Cash Management Consultant to lead the delivery of Cash Management solutions for Business Banking clients. You will collaborate with BRMs and BDMs to identify opportunities, propose products, and drive end-to-end implementations while maintaining risk controls.

The role emphasizes relationship development, strategic advisory, and market leadership, with responsibility for client experience, proposals, and cross-functional teamwork.