Payments- Global Advisory Executive Director

JPMorgan Chase & Co. • New York, NY

3d • $205,000 - $285,000

About The Position

As an Executive Director within J.P. Morgan Payments Global Advisory, the role focuses primarily on Technology clients, with additional coverage of Non-bank Financial Institutions (NBFIs), and supports the firm’s largest and most strategic clients in North America. The Executive Director acts as a trusted advisor to founders, CFOs, Treasurers, and Heads of Payments, leading strategic client discussions, originating opportunities, and shaping deal strategy. The role partners with Banking, Sales, and Product to align messaging and go-to-market execution and to scale differentiated content in support of sales, pipeline, and portfolio growth.

The Global Advisory Team provides sector insight, thought leadership, and data-driven analysis to shape client strategy, strengthen positioning, and inform sales and product priorities. In collaboration with treasury, finance, and payments leaders, the team helps clients modernize and transform Payments and Treasury operations and pursue growth in a changing global environment. The role develops client recommendations and materials, contributes to opportunity development and sales plans, shares insights with Product, and supports consistent advisory practices across teams while adhering to risk, compliance, and policy requirements.

Requirements

• Significant hands-on experience in a money-movement, payments, or treasury role at a company with a sophisticated payments operating model, or equivalent treasury/payments advisory or consulting experience helping build these capabilities firsthand.
• Demonstrated practitioner depth in building or consulting on the development of Payments and/or Treasury capabilities within an organization, with the ability to develop solutions.
• Strong understanding of the payment industry, treasury, banking infrastructure, and areas of innovation such as Embedded Finance, Blockchain, and AI.
• Growth mindset, original thinking, strong problem-solving skills, and the ability to operate with urgency and energy.
• Ability to develop thought leadership ideas and strategies and execute them.
• Exceptional verbal, written, and presentation skills, including influencing, networking, and collaborating; ability to engage confidently with senior executives and work effectively across teams and geographies.
• Strong interpersonal skills for engaging stakeholders across Sales, Product, and Banking and building confidence and trust.
• Ability to thrive in a fast-paced, unstructured environment; strong organizational skills and ability to manage multiple projects simultaneously.
• Ability to work effectively as a team player in a highly collaborative, global organization.
• Minimum 10+ years of relevant experience.

Nice To Haves

• Direct experience in a treasury or money-movement role at a technology company with a regulated payments business.
• Strong understanding of the Technology and FinTech sectors, including business models, regulatory requirements, and related payments ecosystems.
• Familiarity with the NBFI landscape, including broker-dealers, asset management, and insurance.
• Experience working in a global organization.
• Thought leadership credentials and public speaking experience.
• Demonstrated leadership experience, adaptability, and innovation in a rapidly evolving industry.

Responsibilities

• Provide sector, market, and client insight, including benchmarking and market analysis, to shape sales strategy, prioritize opportunities, and improve success.
• Understand J.P. Morgan product offerings across Payments, Cash Management, Liquidity, FX, Merchant Services, Embedded Finance, Trade, and Working Capital, and use them to structure client solutions.
• Diagnose client needs through process deep dives and whiteboarding; develop insight-led recommendations across treasury, payments, liquidity, and working capital, including treasury transformation and operating model optimization.
• Monitor industry trends and evolving operating models to define and refine treasury and payment solution strategy and engagement approaches.
• Originate and support opportunities by contributing to pipeline creation and deal strategy, and develop go-to-market sales plans and campaigns that support pipeline growth.
• Develop thought leadership and executive-ready materials, including advisory reports and client presentations, to engage senior stakeholders; capture reusable client success stories.
• Translate market themes, benchmarking, and data insights into actionable recommendations for clients and sales teams, and enhance external visibility at J.P. Morgan events, industry roundtables, and client events.
• Create reusable playbooks, frameworks, and positioning guidance to scale best practices across teams; mentor and support broader coverage and sales teams through collaboration and expertise.
• Partner with Product to exchange insights, convey the voice of the client, and support the product roadmap.
• Ensure strong risk management, compliance, and adherence to relevant policies and procedures.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed