Business Development Manager - Higher Education, Healthcare & Non-Profit

Location: Plano, TX, United States

Job Family: Sales Support

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to fostering financial health and inclusion across diverse sectors. As a Business Development Manager - Higher Education, Healthcare & Non-Profit, based in our Plano, TX office, you will play a pivotal role in extending our innovative financial wellness workshops to key institutional clients. This position within our Sales Support category involves managing regional and national relationships, developing targeted outreach plans, and driving the adoption of JP Morgan Chase's comprehensive financial education programs designed to empower Higher Education institutions, Healthcare providers, and Non-Profit organizations with tools for better financial decision-making. Your primary focus will be on building and sustaining strategic partnerships that align with JP Morgan Chase's mission to promote economic empowerment. You will collaborate with internal teams to customize workshops on topics such as personal finance management, investment basics, and sustainable budgeting, ensuring they meet the specific needs of academic, medical, and charitable entities. By analyzing sector-specific trends and regulatory landscapes, you will identify growth opportunities and execute plans to increase program participation, ultimately enhancing the financial resilience of our clients' communities. This role demands a dynamic professional with a passion for financial services and a commitment to inclusive growth. You will travel as needed to engage stakeholders, deliver impactful presentations, and track progress against key metrics to support JP Morgan Chase's broader goals in corporate responsibility and client success. Join us in making a meaningful difference in the financial futures of vital public and non-profit sectors.

Key Responsibilities

• Manage and nurture regional and national relationships with Higher Education institutions, Healthcare organizations, and Non-Profits to promote JP Morgan Chase's financial health workshops
• Develop and implement strategic plans to extend and customize financial education programs tailored to the unique needs of these sectors
• Identify new business opportunities and partnerships to expand the reach of JP Morgan's financial wellness offerings
• Conduct workshops, seminars, and presentations to educate clients on financial health topics, including budgeting, debt management, and retirement planning
• Collaborate with internal teams, such as product specialists and compliance officers, to ensure program alignment with JP Morgan Chase standards
• Track and report on key performance metrics, including relationship growth, workshop attendance, and client satisfaction
• Analyze market trends in Higher Education, Healthcare, and Non-Profit sectors to inform business development strategies
• Support sales initiatives by providing insights and resources to enhance client engagement with JP Morgan's broader financial services
• Ensure all activities comply with federal regulations and JP Morgan Chase's ethical guidelines

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 5 years of experience in business development, sales, or relationship management within the financial services industry
• Proven track record of managing relationships with Higher Education, Healthcare, or Non-Profit organizations
• Strong understanding of financial wellness programs and educational workshops
• Ability to travel regionally or nationally as needed (up to 50%)
• Excellent communication and presentation skills for engaging with institutional stakeholders

Preferred Qualifications

• Advanced degree (MBA or equivalent) in Finance or Business Administration
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of regulatory compliance in financial education for non-profits and public sectors
• Prior success in developing and executing outreach strategies for financial health initiatives

Required Skills

• Business development and relationship management
• Strategic planning and execution
• Financial literacy and education program delivery
• Sales and outreach techniques
• Presentation and public speaking
• Analytical thinking for market trend analysis
• Project management and coordination
• Regulatory compliance knowledge in finance
• CRM software proficiency (e.g., Salesforce)
• Microsoft Office Suite (Excel, PowerPoint, Word)
• Cross-functional team collaboration
• Adaptability to diverse stakeholder needs
• Negotiation and partnership building
• Data-driven decision making
• Cultural sensitivity for non-profit and institutional environments

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, such as tuition reimbursement and leadership training programs
• Employee stock purchase plan and financial wellness resources
• Flexible work arrangements, including hybrid options in Plano, TX
• Access to JP Morgan Chase's global wellness programs and employee assistance services

JP Morgan Chase is an equal opportunity employer.