About The Position

J.P. Morgan Securities Services combines Custody, Fund Services, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella. These businesses occupy top-tier positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities for our clients. As an Executive Director in Securities Services Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on the Asset Owner client segment – including insurance, pensions, treasuries, endowments & foundations, and government-sponsored enterprise (GSE) client segments across the US. In this capacity, you will be primarily responsible for growing our business through new client acquisition as well as a component of managing and expanding strategic existing client relationships. You will have direct client coverage responsibilities and also work with senior sales executives to support strategic opportunities.

Requirements

  • At least twelve years’ experience in asset servicing/securities services sales or related business functions with a working knowledge of one or more of the core products and Asset Owners.
  • Backgrounds in sales and trading, investment management or similar client management roles are also considered.
  • Strong client-facing skills able to interact at different levels of a client organization.
  • Strategic, creative and problem solving skills as well as executive written and verbal communication skills.
  • Ability to help identify innovative solutions to best serve customers and manage risk.
  • Demonstrated leadership and track record in delivering industry color back to the business to drive investment and innovation.
  • Familiarity with the financial markets and investment products including traditional asset classes and alternative products.
  • Strong quantitative and analytical skills as well as proficiency in Excel, PowerPoint.
  • Excellent time management, organizational, team building and planning skills.
  • A degree in a relevant field (i.e. Finance, Business Management, Computer Science, etc.).

Nice To Haves

  • FINRA Series 7 and 63 securities licenses are preferred if the candidate already is licensed. If they do not, they will need to obtain the licenses before or soon after they start.

Responsibilities

  • Identifying, prospecting, leading and winning new business with institutional clients in the Insurance, Pension, Treasury, E&F, and GSE client segments across the US.
  • Manage relationships with existing clients, including ownership of commercial strategy, contractual negotiations and cross-selling incremental business opportunities.
  • Create marketing materials, updates, request for proposal (RFPs) or presentations for clients or internal use as needed, ensuring all materials meet brand and marketing standards.
  • Managing the client's and J.P. Morgan's mutual interests through in-depth calling and understanding of opportunities.
  • Working effectively with internal partners across product, service and operations to deliver a best in class service to our existing clients.
  • Developing and maintaining industry and market expertise to maximize the client's business strategy while partnering with banking, markets and asset management coverage to identify opportunities.
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