Relationship Executive - Insurance Services Discipline - Executive Director

JPMorgan Chase & Co. • Chicago, IL

7d

About The Position

You are entrepreneurial, energetic and enjoy building relationships and
providing advice to your constituents. A role as a Relationship Executive is for
you.

As a Relationship Executive within the Commercial Banking and Specialized
Industries Insurance Services team, your role is to act as an “individual
contributor” to the firm, working with the team’s Managing Director and
Insurance Services teammates to grow the business profitably. You will work
directly with the Managing Director to evolve the discipline’s strategy and
partner with your Insurance Services teammates to execute our strategy. As a
Relationship Executive, you will focus on supporting new client development and
existing client deepening activities across the entire Commercial & Specialized
Industries platform. You will have direct interaction with senior and local
leaders, as well as individual bankers. And you will play a central role in
driving advisory, capital markets and top payments opportunities with Investment
Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development
and Payments partners.

Requirements

• Advanced knowledge of Insurance Services business model
• Seven plus years direct lending or credit support related experience, with a focus on business relationships
• Advanced knowledge of Salesforce CRM system
• Advanced understanding of Commercial Banking credit and treasury products
• Strong oral and written communication skills
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding goals; proven top individual contributor
• Sales management and business development skills
• FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire

Nice To Haves

• Master’s degree and formal credit training preferred
• Strong creative solution and problem solving abilities
• Proficiency in building and maintaining positive stakeholder relationships
• Proven ability to self-start and complete complicated projects

Responsibilities

• Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
• Provide guidance to and partner with Insurance Services teammates to aid in their development and advance discipline objectives
• Development and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sector
• Manage detailed client and prospect prioritization lists for each sub-sector
• Maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firm
• Development and management of Salesforce Dashboard to monitor and report discipline activities
• Travel to top markets for in-person banker training and business development meetings with clients and prospects

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees