Relationship Executive - Innovation Economy Technology - Managing Director
About The Position
The Relationship Executive serves on J.P. Morgan’s Commercial Bank Innovation Economy Banking group, on the Technology Banking team. The role focuses on growing and retaining profitable relationships in the Software sector, including vertical and horizontal software, infrastructure, cybersecurity, and artificial intelligence. The Relationship Executive is a focal point for client acquisition and ongoing relationships with innovative companies, working independently and with a team to deliver the firm’s solutions to clients. The position is responsible for developing business in its market, acquiring new relationships, deepening existing relationships, and leading internal strategic discussions across solutions such as credit and payments. It also involves building the bank’s brand, seeking out diverse founders, promoting an innovative and customer-centric culture while managing risk, and staying current on industry trends to identify opportunities 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 joining a national team of passionate Innovation Economy bankers.
Responsibilities
- Build a market presence for TDC as the leading Innovation Economy bank serving the best and most diverse clients.
- Develop new business by acquiring relationships and deepening existing relationships through delivery of the firm’s solutions.
- Lead internal strategic discussions across solutions, including credit and payments.
- Seek out the best and most diverse founders through referral networks developed through business activities and relationship development.
- Champion innovation and a customer-centric mindset while appropriately managing credit, operational, and reputational risk.
- Stay up to date with industry trends to identify opportunities for innovation and strategic partnerships.
- Grow and retain profitable client relationships in the Software sector.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
