Relationship Executive, Innovation Economy Technology, Middle Market Banking, Executive Director

JPMorgan Chase | Palo Alto, CA

Posted Date 4/25/2024
Description

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.

As a Relationship Executive on the Innovation Economy Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Enterprise Software.

The Innovation Economy Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world’s most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.

Job Responsibilities

  • Demonstrate the ability to build a brand within your market that represents the Enterprise Software team as the “Leading Innovation Economy bank serving the best and most diverse clients”
  • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
  • Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
  • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
  • Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

Required Qualifications, Capabilities and Skills

  • 12+ years of related experience
  • Strong understanding of Commercial Banking products and services
  • Excellent sales management and business development skills
  • Proficiency in building and maintaining positive client relationships
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Ability to leverage established relationships within venture capital ecosystem to drive new business
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

Preferred Qualifications, Capabilities and Skills

  • Bachelor’s degree and formal credit training preferred
  • Experience working with Capital Markets and Investment Banking products/services
  • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
  • Willing to be FINRA licensed (SIE, Series 79, Series 63)
Type
Full-time

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