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About the job
(This role can be located in San Francisco, Los Angeles or New York)
(This role can be located in Boston or New York)
J.P. Morgan Platform-Securities Services combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella. These businesses occupy top-tier competitive positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities for our clients.
This role is to serve as a Sales & Client Executive for the Platform-Securities Services businesses focused on the Public Pension, Corporate, Endowment & Foundation, Insurance and GSE client segments. 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.
Core Responsibilities Include
Identifying, prospecting, leading and winning new business with institutional clients in the Public Pension, Corporate, Endowment & Foundation, Insurance and GSE client segments.
Managing existing clients as it pertains to overall relationship management including ownership of commercial strategy, contractual negotiations and incremental business opportunities.
Proactively managing new business opportunities through a strategic and consultative sales approach.
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 coverage and asset management to find opportunities.
An ideal candidate has several years of Sales, investment operations, product management, accounting or global custody industry experience and has experience interacting with both front and back office personnel at all levels.
Proven sales experience with asset owner clients, preferably within securities servicing business, or software as service companies.
Strong understanding of financial markets and products including traditional asset classes and alternative products (e.g., hedge funds, prime brokerage, private equity funds, real estate / property funds) and familiarity with the portfolio management process.
Proficient in building and maintaining deep client relationships.
Independent and driven, able to identify and close sales opportunities through an active client calling effort and partnership with product teams
Strong strategic, creative and problem solving skills as well as solid written and verbal communication skills
Demonstrate excellent time management, organizational, team building and planning skills
Have strong quantitative and analytical skills with a solid understanding of financial markets
Active holder of the FINRA SIE, Series 7 and 63 securities licenses will be required immediately upon hiring
Same Posting Description for Internal and External Candidates
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
San Francisco,CA $200,000.00 – $350,000.00 / year
