Mediabistro logo
job logo

Business Development Executive - Mid-Corporate Banking - Executive Director

CFA Institute · San Francisco, CA, USA ·

Job type:
Full Time

Description
You are a dynamic, customer‑centric, tenacious marketer with a strong work ethic who enjoys 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 source and grow profitable relationships, champion a culture of innovation and a client‑advisory mindset, and deliver JPMorgan‑Chase's strategic guidance through a wide breadth of products and services. You will report to Regional Leadership and lead business development efforts for Mid‑Corporate Corporate and Investment Banking in the Northern CA and Northern NV region. The ideal candidate has 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.

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

Legal and Equal Opportunity
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 pre‑trial diversions or program entries.

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.

Location & Compensation
Job Location: [Location not specified]

Net Salary per month: $7,294

Additional compensation may include commission‑based pay and/or discretionary incentive compensation.

#J-18808-Ljbffr

About CFA Institute

job logo