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.
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Business Development Executive - Mid-Corporate Banking - Executive Director
CFA Institute · San Francisco, CA, USA ·
- Job type:
- Full Time
About CFA Institute
