Risk Management - Commercial & Specialized Industries jobs at Jpmorgan in United States, Philadelphia

JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm.

As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants.

Job Responsibilities

• Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the Northeast territory (N.VA, DE, NJ, E.PA, NY Metro, CT, RI, MA, NH, VT, ME) with Financial Advisors and their plan sponsor clients.
• Partner with JPMAM US Advisor Distribution territory partners to deepen relationships with Financial Advisors, drive pipeline opportunities, and close plans.
• Prepare and deliver client presentations in partnership with Financial Advisors from Initial thru Finals stage, and offers guidance throughout the on-boarding process to ensure an optimal client transition experience.
• Effectively manage multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, pipeline management, follow-up items/activities.
• Prepare all team members for effective client engagement from point-of-sale through the duration of the client relationship.
• Collaborate with JP Morgan Relationship Managers on advisor Due Diligence meetings and point of sale presentations.
• Travel requirements >70% with a minimum activity standard of 15 meetings per week.

Required qualifications, capabilities and skills

• Minimum 3 years of external retirement plans wholesaling experience.
• Bachelor’s Degree
• Series 7, 63

Job Responsibilities

• Utilize excellent credit analysis and financial modeling skills to underwrite and structure new transactions and work independently on the assigned credit portfolio. Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
• Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
• Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
• Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
• Act with a sense of urgency and drive execution to meet both internal and client deadlines.
• Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the “go-to” person for credit by both internal partners and clients.
• Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
• Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.

Required qualifications, capabilities and skills

• BA/BS/BBA degree is required
• Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures
• Minimum 6 years’ experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience
• Significant accounting and finance knowledge and superior financial modeling skills
• Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills
• Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
• Proven ability to collaborate and build strong partnerships.
• Intellectual curiosity with a proven ability to learn quickly
• High degree of initiative, self-direction, and ability to work well under pressure

As a Commercial Banker on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare Services.

Job Responsibilities

• Proactively pursue new client relationships with emerging middle market healthcare delivery platforms
• Review and respond to inquiries from clients regarding treasury and credit
• Acts as a conduit to the full capabilities and resources of J.P. Morgan Chase for clients and prospects
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills

• 5+ years with above average performance results in a similar banking role or credit/lending related experience
• Understanding of Commercial Banking products and services
• Ability to mobilize internal networks and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong creative solution and problem solving abilities
• Excellent business judgment and strategic thinking
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Flexible to changing business priorities and ability to multitask

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills

• 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative