You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Relationship Executive is for you.
As a Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team, your role is to act as an “individual contributor” to the firm, working with the team’s Managing Director and Insurance Services teammates to grow the business profitably. You will work directly with the Managing Director to evolve the discipline’s strategy and partner with your Insurance Services teammates to execute our strategy.
As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Commercial & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers. And you will play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners.
Job Responsibilities:
- Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
- Provide guidance to and partner with Insurance Services teammates to aid in their development and advance discipline objectives
- Development and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sector
- Manage detailed client and prospect prioritization lists for each sub-sector
- Maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firm
- Development and management of Salesforce Dashboard to monitor and report discipline activities
- Travel to top markets for in-person banker training and business development meetings with clients and prospects
Required Qualifications, Capabilities and Skills:
- Advanced knowledge of Insurance Services business model
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Advanced knowledge of Salesforce CRM system
- Advanced understanding of Commercial Banking credit and treasury products
- Strong oral and written communication skills
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills:
- Master’s degree and formal credit training preferred
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive stakeholder relationships
- Proven ability to self-start and complete complicated projects
About Us
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
Skills Required
- Advanced knowledge of Insurance Services business model
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Advanced knowledge of Salesforce CRM system
- Advanced understanding of Commercial Banking credit and treasury products
- Strong oral and written communication skills
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
- Master's degree and formal credit training preferred
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive stakeholder relationships
- Proven ability to self-start and complete complicated projects
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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