San Francisco, CA, United States
15 hours ago
Relationship Executive, Innovation Economy Technology, Middle Market Banking, Executive Director

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”   Identify top technology companies in the Innovation Economy and connect with their key executives (Founders, CFO, VP of Finance, etc.) 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  FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire 
 

Required Qualifications, Capabilities and Skills

8+ years of years of experience in the technology and venture ecosystem Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related services 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  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 Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

 

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