Trade & Working Capital – Trade Finance Client Management & Sales - Senior Associate

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Jersey City, NJ, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage a portfolio of Supply Chain Finance clients, drive asset and revenue growth, identify cross-sell opportunities across Trade & Working Capital products, support supplier onboarding and program execution, coordinate with credit, legal, operations and sales teams, and contribute to process and technology improvements to scale programs.
Summary Generated by Built In

Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.

As a Trade Finance Client and Sales Manager in Trade and Working Capital, you will assume responsibility for the management of a client portfolio centered around a sub-set of active Supply Chain Finance customers. The legacy North America Supply Chain Finance Program Management team has recently expanded its remit to include both the management of existing Supply Chain Finance programs, as well as the cross-sell of other Trade & Working Capital products (Receivables Finance, Inventory Finance, Letters of Credit, etc.) into the existing Trade client population. You will design a comprehensive client engagement and program execution strategy for the assigned portfolio and will be responsible for driving asset and revenue ramp through the identification of both organic and strategic growth opportunities. You will have the opportunity to work within a tight knit, collaborative team environment, as well as with both internal and external partners. 

Trade & Working Capital (T&WC) is a division of J.P. Morgan Payments. For more than 200 years, J.P. Morgan has helped clients make trade payments, access liquidity, and manage risk. We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Finance, Working Capital Lending, Export Agency Finance, and Traditional Trade solutions. Our institutional strength, practical expertise, comprehensive technology, and financial partner network enable us to deliver global solutions, when and where our clients need them, by leveraging one of the worlds largest Trade Finance investor networks, we scale funding to support this growing asset class on a global basis.

Job Responsibilities

  • Supports asset and revenue growth by assisting in SCF program ramp, supplier enrollment, and execution of key client initiatives
  • Identifies opportunities to expand Trade & Working Capital solutions within existing client portfolios by building a working understanding of client needs and product applicability
  • Partners with senior team members to manage Trade client relationships, contributing to day-to-day coverage and coordinated delivery across multiple products
  • Contributes to client engagement plans aligned to strategic priorities and cross-sell opportunities, ensuring follow-through on defined goals
  • Assists in analyzing client performance trends to help inform execution strategies and identify areas for growth or optimization
  • Supports origination efforts by collaborating with Trade Sales on client outreach, meetings, and RFP responses
  • Monitors credit facility usage and works with internal partners (e.g., Distribution) to help ensure capital is aligned to client needs
  • Coordinates with cross-functional teams (Sales, Banking, Credit, Legal, Operations, Product) to address client requests and drive execution
  • Contributes to technology and process improvement initiatives to enhance the overall operating model
  • Supports program expansion and supplier onboarding activities, including coordination with regional partners
  • Participates in ad hoc and stretch projects focused on driving incremental growth and improving efficiencies

Required qualifications, capabilities, and skills

  • 3+ years of client coverage experience 
  • Self-starter with ability to prioritize and manage multiple deliverables within a timely fashion
  • Positive, results oriented thinker with propensity for new idea generation 
  • Competitive and independently driven to consistently outperform expectations (of both internal stakeholders and clients)
  • Advanced verbal, written, and presentation skills with comfort leading interactive client discussions
  • Exceptional organizational and time management skills
  • Bachelor’s Degree

Preferred qualifications, capabilities, and skills

  • Familiarity with (or exposure to) Trade & Working Capital, Supply Chain Finance, Receivables Finance, Inventory Finance, or Traditional Core Trade
  • Sales and/or structuring experience 
  • Credit analysis experience or exposure
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 TeamJ.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. 

Skills Required

  • 3+ years of client coverage experience
  • Bachelor's Degree
  • Ability to prioritize and manage multiple deliverables in a timely fashion
  • Advanced verbal, written, and presentation skills with comfort leading interactive client discussions
  • Self-starter with strong organizational and time management skills
  • Positive, results-oriented mindset with propensity for new idea generation
  • Familiarity with Trade & Working Capital, Supply Chain Finance, Receivables Finance, Inventory Finance, or Traditional Core Trade
  • Sales and/or structuring experience
  • Credit analysis experience or exposure

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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