Location: San Francisco, CA, United States

Relationship Executive - Global Banking Venture Capital Coverage Team, Technology Coverage  Managing Director

The Venture Capital Relationship Team is a key component of the firms overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies.

Role Summary

• Lead coverage of Technology-focused venture capital firms as a Managing Director within JPMorgan Chases Global Banking, partnering across the Commercial & Investment Bank, Private Bank, Credit, and Global Technology to deliver the full J.P. Morgan platform to VC firms, General Partners, and portfolio companies across the lifecycle.
• Champion a culture of innovation and client-centricity; stay current on industry trends to identify opportunities for innovation, strategic partnerships, and improved client outcomes.
• Drive operating excellence by leveraging automation and existing technical infrastructure to scale coverage and efficiency, while embracing new technologies.

 

Key Responsibilities

• Relationship leadership
  • Expand senior relationships with Technology-focused VC firms (GPs, firm leadership, Partners) across the US; serve as a strategic advisor on exit pathways, venture debt, and capital markets readiness for portfolio companies.
  • Mobilize internal networks and firmwide resources to deepen client relationships and deliver integrated solutions.
• Origination and advisory
  • Apply prior Technology IB expertise to identify and originate multi-product solutions: M&A advisory, equity (IPO, follow-on, convertible), debt (IG/HY/DCM), private capital and venture/growth financing.
  • Provide sector-specific strategic insights and content (valuation, market updates, precedents, comparables) across enterprise/cloud, internet/consumer tech, fintech, AI, and applied technology.
  • Demonstrate disciplined sales management: pipeline development, forecasting, and consistent attainment of revenue and origination goals.
• Cross-platform partnership
  • Orchestrate cross-sell across Investment Banking, Markets, Commercial Bank (credit, treasury, payments), and the Private Bank.
• Risk, controls, and franchise stewardship
  • Uphold regulatory, control, suitability, and reputational risk standards; ensure KYC/AML completeness; maintain strong CRM hygiene.
  • Contribute to team development, mentorship, and a disciplined operating cadence.
• Operating excellence
  • Demonstrate strong organization and prioritization under pressure; adapt to changing business priorities and multitask effectively.

 

Required Qualifications, Capabilities, and Skills

• Bachelors degree required; formal credit training strongly preferred.
• 10+ years of relevant banking/coverage experience, including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A and capital markets and engaging at the C-suite/board level.
• Deep Technology sector expertise with strong corporate finance knowledge across M&A, ECM, DCM, private capital; familiarity with venture/growth structures (convertibles, preferred equity, venture debt).
• Proven ability to originate, lead, and execute complex, multi-product transactions; consistent record of meeting/exceeding sales and business development goals.
• Strong experience with banking products for VC firms and their portfolio companies; ability to mobilize internal networks and resources across lines of business.
• Excellent verbal and written communication, content creation, and presentation skills; strong interpersonal and influencing skills with senior business and control partners.

 

Preferred Qualifications, Capabilities, and Skills

• Completion of a recognized IB analyst/associate program or bank credit training program; MBA or advanced degree preferred.
• Strong regulatory and control knowledge; disciplined pipeline management and operating cadence; self-directed, proactive, and creative problem-solving with sound judgment in ambiguity.
• Established network within Technology VC, growth equity, and entrepreneur ecosystems; VC-focused product familiarity preferred; thought leadership presence a plus.
• Exceptional organizational skills with ability to prioritize under tight deadlines.

Licensing and Regulatory

• FINRA Series 79 and 63 required; unlicensed candidates will be considered and must obtain within 90 days of start date to remain in the role.
• FINRA Series 24 required or must be obtained within 180 days of hire if supervisory responsibilities or role scope necessitate it.
• This position is subject to Section 19 of the Federal Deposit Insurance Act; employment contingent upon JPMorgan Chases review of criminal conviction history, including pretrial diversions or program entries.

 

 

Position will cover venture capital firms and partners in early and growth stage companies.