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Business Development Executive - Mid-Corporate Banking - Executive Director

CFA Institute, San Francisco, CA, United States


You are dynamic, customer‑centric, and a tenacious marketer with a strong work ethic. You enjoy building C‑suite and owner relationships, tailoring financial solutions, and bringing in new clients – this role as a Business Development Executive (BDE) is for you. As an experienced BDE in the Mid‑Corporate Banking team, you will be responsible for sourcing and growing profitable relationships, championing a culture of innovation and a client‑advisory mindset, while delivering JPMorgan Chase’s strategic guidance through a wide breadth of products and services. Reporting to Regional Leadership, you will lead business development efforts for Mid‑Corporate Corporate and Investment Banking in the Northern CA and Northern NV region. The ideal candidate will have a history of business development experience, a strong network in diversified and general industries in the region, and a demonstrated ability to market JPMorgan Chase’s capabilities with persistence and creativity. Responsibilities include driving and executing prospecting strategy, client acquisition, channel partner management, and strong collaboration with local Bankers in your market. You will leverage your network, market knowledge, and senior experience to deliver a premium client and partner experience. A deep understanding of Commercial Banking products and services is essential, as is working collaboratively with our Bankers, Treasury Management Officers, and other key product partners. The BDE will also plan and host networking and content‑focused events with key centers of influence in the local market. The ideal candidate has a passion for building businesses, is strategic, delivers high‑impact marketing activities, can operate independently, partners well internally and externally, is a strong communicator, and an engaging leader. This prominent role will help fuel and grow the business through client acquisition. Job Responsibilities Partner closely with Banking, Credit, Treasury, and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce prospects to our product capabilities Propel top‑line revenues while maximizing efficiency and mitigating risk; expected to generate numerous new clients on an annual basis Serve as a mentor and coach to the banking team and lead the region’s prospecting activities, including deepening relationships with existing clients Measure success through marketing activities such as calling, proposal generation, revenue, risk mitigation, C‑suite connectivity, and building relationships with centers of influence Plan and host networking and content‑focused events with key centers of influence in the local market Travel regularly to client locations within Northern CA and Northern NV, maintaining a consistent office presence for collaboration and teamwork Operate independently while partnering well internally and externally, delivering high‑impact marketing activities and client acquisition Required Qualifications, Capabilities and Skills 10+ years of direct client management, lending, credit support, debt and equity capital markets, or similar industry related experience FINRA Series 63, 79 and Securities Industry Essentials licenses required, or ability to obtain licenses within 180 days of hire Extensive knowledge of commercial and investment banking products and services Experience in cross‑selling products, and a track record of meeting or exceeding sales goals Strong business development skills, including tactical selling and negotiation Excellent verbal and written communication skills, including proposal writing and public speaking Preferred Qualifications, Capabilities and Skills Bachelor’s degree, with graduate degree and/or CFA a plus Formal bank credit training is preferred Strong creative solution and problem‑solving skills Demonstrated ability to build successful relationships with centers of influence Financial Sponsor experience contributes to a well‑rounded candidate FEDERAL DEPOSIT INSURANCE ACT This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr