JP Morgan Chase & Co.

Relationship Executive - Insurance Services Discipline - Executive Director

JP Morgan Chase & Co.$100K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Advanced knowledge of Insurance Services business model
  • 7+ years of direct lending or credit support experience
  • Proficient in Salesforce CRM system
  • Understanding of Commercial Banking credit and treasury products
  • Strong oral and written communication skills
  • Ability to collaborate effectively with internal teams
  • Proven sales management and business development experience
  • FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire

Responsibilities

  • Execute established operating rhythms including data analysis and internal communications
  • Provide guidance and support to Insurance Services teammates
  • Develop and manage a comprehensive Credit Book detailing transactional details
  • Manage client and prospect prioritization lists for each sub-sector
  • Maintain knowledge of industry trends to identify strategic partnership opportunities
  • Develop and manage Salesforce Dashboard to monitor discipline activities
  • Travel for in-person banker training and business development meetings

Benefits

  • Opportunity to work directly with senior leaders
  • Engagement in business development and client relationship building
  • Potential for professional growth in a specialized field
  • Dynamic team environment focused on strategic initiatives
Full Job Description
JOB DESCRIPTION

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.  

 

Job 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 

 

Required Qualifications, Capabilities and Skills: 

  • 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 

 

Preferred Qualifications, Capabilities and Skills:

  • 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 

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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