Location: San Francisco, CA, United States

Relationship Executive - Innovation Economy Technology - Managing Director

You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Relationship Executive on the Technology team in our Innovation Economy business is for you. 

As a Relationship Executive on the Innovation Economy Technology Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Software sector. The team focuses on building relationships with the leading innovators across vertical and horizontal software, infrastructure, cybersecurity and artificial intelligence.

The Technology team is part of J.P. Morgan's Commercial Bank in its Innovation Economy Banking group. In this role you will be the focal point of client acquisition and ongoing relationships with the worlds most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. 

 

Job Responsibilities

• Ability to build a brand within your market that represents TDC as the Leading Innovation Economy bank serving the best and most diverse clients  
• Developing new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments   
• Relentless focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development 
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately  
• Passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships 
   

Required Qualifications, Capabilities and Skills:

• 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, with the ability to establish credibility and strong partnership with senior business and control partners 
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done 

Preferred Qualifications, Capabilities and Skills 

• Bachelors degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 
• Willing to be FINRA licensed (SIE, Series 79, Series 63)

As a Relationship Executive - Technology, you will be responsible for growing profitable relationships within the dynamic Software sector.