Relationship Executive - Innovation Economy Technology - Managing Director

JPMorgan Chase & Co. • San Francisco, CA

7d

About The Position

The Relationship Executive serves on J.P. Morgan’s Commercial Bank Innovation Economy – Technology Banking team, focusing on the Software sector, including vertical and horizontal software, infrastructure, cybersecurity, and artificial intelligence. The role is responsible for growing and retaining profitable client relationships with innovative companies and serving as a focal point for client acquisition and ongoing relationship management. The executive works independently and collaboratively to deliver the firm’s capabilities to clients, including credit and payments solutions.

The position involves building a market presence for the bank, acquiring new clients, deepening existing relationships, and developing referral networks that connect the team with diverse founders. It also calls for championing innovation and customer-centricity while appropriately managing credit, operational, and reputational risk. The executive is expected to stay current with industry trends to identify opportunities for innovation and strategic partnerships.

Requirements

• 10+ 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, including the ability to establish credibility and strong partnerships with senior business and control partners.
• Self-directed, proactive, and creative, with sound judgment and the ability to navigate ambiguity.
• Willingness to obtain FINRA licenses: SIE, Series 79, and Series 63.

Nice To Haves

• Bachelor’s degree.
• Formal credit training.
• Strong commitment to teamwork and interest in contributing to a national team of Innovation Economy bankers.

Responsibilities

• Build a market brand representing TDC as the leading Innovation Economy bank serving the best and most diverse clients.
• Develop new business by acquiring relationships and deepening existing client relationships through the firm’s offerings, including credit and payments.
• Lead internal strategic discussions across the firm’s solutions.
• Seek out diverse founders through referral networks developed through business activities and relationship building.
• Promote a culture of innovation and a customer-centric mindset while appropriately managing credit, operational, and reputational risk.
• Stay current on innovation, the startup ecosystem, entrepreneurship, and industry trends to identify opportunities for innovation or strategic partnerships.
• Grow and retain profitable relationships in the Software sector.

Benefits

• Competitive total rewards package with base salary based on 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: Manager
• Education Level: No Education Listed