Platform Sales - Asset Owners - Executive Director at JPMorgan Chase Bank, N.A.

Posted in General Business 9 days ago.

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Type: Full-Time
Location: New York, New York

Job Description:

About J.P. Morgan Corporate & Investment Bank

J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and securities services. Top global corporations, governments and institutions entrust us with their business in more than 100 countries. With $27.4 trillion of assets under custody, $14.8 trillion in assets under administration and over $600 billion in average client deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

J.P. Morgan Platform Sales combines Financing & Prime Brokerage, Clearing and Securities Services 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 and employ more than 14,000 people around the world and generates more than $6 billion in annual revenue.

As a Sales Executive within the Asset Owner client segment, you will primarily responsible for acquiring new clients. Key performance dimensions in this role include business results, client/customer focus, teamwork and leadership and risk and controls.

The candidate will primarily focus on targeting clients in the public sector, corporate and/or not-for-profit/endowment & foundation sectors.

Core responsibilities include:

  • Identifying, pricing and winning new business based on knowledge of a client's current and future requirements;
  • Managing the client's and J.P. Morgan's mutual interests through in-depth calling and understanding of opportunities;
  • Proactively managing new business opportunities through a strategic and consultative sales approach;
  • Working effectively with internal partners in banking coverage and asset management to find opportunities;
  • Developing and maintaining industry and market expertise to maximize the client's business strategy;
  • An ideal candidate has several years of asset management, investment operations, product management 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, asset management or software as service companies.
  • Solid 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
  • Be proficient in building and maintaining positive client relationships
  • Demonstrate capability to identify and close sales opportunities through an active client calling effort and partnership with Product teams, but must have an ability to excel independently
  • Possess 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 Series 7 and 63 securities licenses or ability to obtain once hired
  • MBA graduates or CFA charterholders are preferred, as are candidates with suitable management and/or financial markets experience.
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.

Equal Opportunity Employer/Disability/Veterans