Technology Banking Business Manager - Executive Director jobs at Jpmorgan in United States, San Francisco

FEDERAL DEPOSIT INSURANCE ACT:

Job Responsibilities:

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• 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:

• Fifteen years plus years of lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• 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
• Deep local connections and market knowledge
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• 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

FEDERAL DEPOSIT INSURANCE ACT:

As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology. You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.

Job responsibilities

• Recruit, lead, mentor, and manage a team of exceptional Relationship Managers. Foster their professional growth by providing training and development opportunities. Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment. Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
• Build and maintain strong relationships with key clients and centers of influence. Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
• Foster relationships with leaders across various lines of business to identify collaborative opportunities. Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders. Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
• Establish clear performance expectations for team members. Provide regular feedback and coaching to help them achieve their goals and enhance their skills. Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution. Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
• Represent JPMorgan Chase at industry events and networking opportunities. Enhance the firm's brand visibility and reputation by showcasing its commitment to excellence and innovation in the financial services industry.
• Create and promote a culture of risk management and controls. Ensure that teams operate within the firm's risk and controls framework, including adherence to the firm's Code of Conduct. Take ultimate responsibility for safeguarding clients and the business by acting with appropriate understanding and urgency.

Required qualifications, capabilities, and skills

• Proven track record of growth and leadership with demonstrated success in building a business that features a holistic approach to banking, investments, and lending for affluent clients, with a strong emphasis on personalized client care and strategic growth initiatives.
• Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on serving affluent clients. At least 5 years of management experience, showcasing a commitment to nurturing talent and fostering a culture of excellence in client service.
• Proven expertise in recruiting, developing, and coaching exceptional professionals who can serve affluent clients across their banking, investment, and lending needs, with a focus on enhancing employee engagement and client loyalty.
• Strong capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building, ensuring the highest level of client care and satisfaction.
• Strong track record in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach, with a focus on innovative strategies for the affluent segment.
• Exceptional interpersonal and communication skills, coupled with strategic thinking abilities, to effectively engage with clients and employees, drive business growth, and uphold a sound risk and controls environment.
• Proven success in building and maintaining internal partnerships across various departments to enhance service delivery and client care, with a focus on collaborative growth strategies.
• Ability to travel 30% of the time; willingness and ability to travel as needed to support strategic growth initiatives and client engagement efforts.

Preferred qualifications, capabilities, and skills

• College degree or military equivalent preferred.

As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team. Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets.

Job Responsibilities:

• Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
• Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
• Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
• Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
• Market and implement complex investment solutions in accordance with High-Net-Worth client’s investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
• Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
• Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.

Required qualifications, capabilities, and skills:

• 5 plus years’ experience in Financial Services industry
• FINRA Series 7 and 66 licenses required
• Bachelor's degree required
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and delivery appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel
  

Preferred qualifications, capabilities, and skills:

• Certified Public Accountant designation, or strong experience in accounting services
• Able to adapt and stay abreast of changing technology and regulatory policies
• Strong ability to build effective relationships

FEDERAL DEPOSIT INSURANCE ACT: