Head Payment Rails Treasury Services - Managing Director jobs at Jpmorgan in Canada, Toronto

Job responsibilities

• Leads solutioning and the adoption of existing and upcoming client-facing products (Payables - ACH, Check, Wire, Interac and Receivables) and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
• Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
• Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
• Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
• Represents the firm at industry conferences, internal client and peer events, attending client roundtables, strategy white-boarding, workshops as required
• Prepares and delivers presentations with demonstratable ownership of all aspects of the sales cycle

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
• 5+ years of cash management, sales and relationship experience
• Extensive experience working in a sales cycle and engaging with clients on a regular basis
• Experience modifying preconfigured solutions to meet complex problems
• Demonstrated prior experience working in a highly matrixed and complex organization
• Knowledge and understanding of Treasury Service products and pricing strategy
• Strong executive level presentation skills, including ability to consult and sell at the C-level
• Proficient writing and analytical skills to support RFP responses, presentation content and ROI analysis development
• Extensive payments industry knowledge, technical expertise, and consultative experience to support complex solutioning and design sessions with clients and prospects

Preferred qualifications, capabilities, and skills

• BA/BS preferred
• Team-oriented with the ability to cultivate strong working relationships with clients, peers, and cross-functional partners
• Ability to travel as required to meet business needs and objectives

As a Payments Sales Manager in Payments Corporate Sales, you will oversee a team while also maintaining client coverage responsibilities. In this leadership role, you will drive efforts to sell cash management solutions, build a robust pipeline of opportunities, and manage existing portfolio business. To achieve sales goals, you will implement a comprehensive selling strategy in collaboration with Product and Banking coverage officers. This position requires strong collaboration with client service, operations, technology, risk, credit, and legal teams to optimize delivery. Additionally, you will be responsible for gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process, and business objectives to effectively position JPMorgan and its solutions optimally.

Job Responsibilities

• Leading and managing a high performing sales team to establish discipline and sales strategy for the Canada HQ corporate client portfolio.
• Working in partnership with CIB bankers to develop new profitable business from prospective and existing clients. Meeting sales and financial metrics for the business.
• Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, check clearing, trade, International payments, liquidity.
• Identify and engage clients on the various J.P. Morgan innovation strategies and products.
• Managing client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
• Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
• Engage JPMorgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework

Required Qualifications, Capabilities, and Skills

• Possesses deep knowledge and understanding of global treasury services, payments, liquidity, trade, commercial card and FX products
• Possesses 8+ years of cash management, sales and relationship management experience
• Bachelor’s degree or equivalent
• Strong relationship, creative solutioning and problem solving skills
• Excellent verbal, written communication and time management skills
• Understanding of Compliance and KYC processes
• Demonstrates cultural sensitivity and awareness
• Segment lead or equivalent management experience

Preferred qualifications, skills and capabilities

• Comprehension of the Canada Payments landscape, business needs and potential solutions (a plus).
• Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)

Job Responsibilities:

• Define and implement the Small Business Sales strategy to achieve revenue and market share growth across all channels.
• Lead a team of over 50 people, setting vision and structure for client delivery aligned with firm goals.
• Ensure engagement and alignment with referral partners and deliver growth through direct sales, digital acquisition, and distribution partnerships.
• Actively participate in the Canadian leadership team, collaborating across multiple business functions.
• Represent Chase Payment Solutions in Canada, engaging with customers and trade organizations.
• Establish effective internal controls and risk management in collaboration with control partners.
• Develop a high-performing team through performance management and coaching.

Experience Requirements:

• 10+ years in sales management and leadership, with expertise in sales strategy and operational execution.
• Proven experience in the payments industry or technology-enabled sectors, with a strong track record of results.
• Experience managing large, dispersed teams and negotiating complex agreements.
• Ability to attract, retain, and develop employees.

Skill Requirements:

• Strong business development skills and experience building high-performance sales teams.
• Expertise in optimizing distribution channels and migrating businesses to digital models.
• Ability to lead diverse teams across regions and manage change effectively.
• Strong interpersonal skills and ability to work across functions.
• Experienced P&L leader with strategic skills to translate strategy into action.
• Strong communication skills, including public speaking.
• Undergraduate degree required; advanced degree preferred.
• Ability to travel up to 30% of the time.

Job Responsibilities:

• Preparation/Review/Oversight of Net Asset Value Files and Review/Oversight of Daily Profit and Loss Calculations

• Preparation/Review of fund, share class, and investor allocations including calculations of management and performance fees

• Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation including ensuring all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups

• Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties and create, maintain and update procedures for client specific deliverables

• Work closely with the new business team and client through the on-boarding process and on-going review of daily controls and communication of any new training or procedural changes to your team

• Work closely with your clients to resolve queries and providing first level account and with investment operations, reconciliations, investor relations and financial reporting teams to agree with internal deadlines to ensure external client deadlines are met

• Assist with training and coaching new team members as the group grows and ensure that technology available is being fully utilized in the most efficient manner. Report to management on MIS and ad hoc that issues that may arise

Required Qualifications, Skills and Capabilities:

• Bachelor degree required, degree preference is Finance, Accounting, or Economics

• 3+ years of Hedge Fund experience or work for Big 4 audit firms

• Thorough knowledge of the hedge fund & private equity environment including accounting for investor allocations, share classes, waterfalls calls/distributions processing and complex investment and securities processing

• Streamline operational processes to reduce risk and improve efficiency

• Excellent client service orientation and proven ability to deal with demanding clients

• Work closely with legal/compliance to ensure all funds are in compliance with the relevant regulatory authorities

• Ensure there is appropriate back up on each fund to cover holidays, absences and turnover

Preferred qualifications:

• Experience with private equity is a plus

• Strong knowledge of hedge fund products, analytical skills, communication skills and proven adaptability and ability to work in a high growth area

• Ability to lead and manage high performing teams, superior interpersonal skills, strategic thinker with proven track record