JPMorganChase
Payments Treasury Sales - Executive Director - Non-Banking Financial Institutions
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Responsible for selling cash management solutions to non-banking financial institutions, managing client relationships, and driving sales strategies.
Job Description
As a Payments Sales Manager within the Non-Banking Financial Institutions Group, you will be expected to sell cash management solutions, build a strong pipeline of opportunities, as well as manage existing portfolio business for Asset Managers, Insurance Companies, Broker Dealers and Fintechs. To achieve the sales goal, you are expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers. The role will require strong collaboration with client service, operations, technology, risk, credit, legal in order to optimize delivery. You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job Responsibilities
Required Qualifications, Capabilities, and Skills
Preferred qualifications, skills and capabilities
About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
As a Payments Sales Manager within the Non-Banking Financial Institutions Group, you will be expected to sell cash management solutions, build a strong pipeline of opportunities, as well as manage existing portfolio business for Asset Managers, Insurance Companies, Broker Dealers and Fintechs. To achieve the sales goal, you are expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers. The role will require strong collaboration with client service, operations, technology, risk, credit, legal in order to optimize delivery. You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job Responsibilities
- Working in partnership with CIB bankers and your Payments colleagues across the globe to develop new profitable business from prospective and existing clients. Meeting sales and financial metrics for the business.
- Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, check clearing, trade, International payments, liquidity.
- Identify and engage clients on the various J.P. Morgan innovation strategies and products.
- Managing client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
- Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
- Engage JPMorgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Required Qualifications, Capabilities, and Skills
- Possesses knowledge and understanding of treasury services, payments, check, FX products
- Possesses 8+ years of cash management, sales and relationship management experience
- Bachelor's degree or equivalent
- Strong relationship, creative solutioning and problem solving skills
- Excellent verbal, written communication and time management skills
- Understanding of Compliance and KYC processes
- Demonstrates cultural sensitivity and awareness
Preferred qualifications, skills and capabilities
- Comprehension & Experience of the Canadian Non-Bank Financial Institutions.
- Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)
About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Cash Management
Fx Products
Payments
Treasury Services
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