Business Relationship Manager Senior Not-for-Profit - Vice President

Location: Brooklyn, NY, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to empowering not-for-profit organizations that drive social impact across the nation. As a Business Relationship Manager Senior Not-for-Profit - Vice President in our Brooklyn, NY office, you will play a pivotal role in our Commercial Banking division, serving over 3 million small businesses and not-for-profit agencies. This position offers the opportunity to leverage your expertise in financial solutions to support mission-driven entities, from educational institutions and healthcare providers to cultural organizations and foundations. You will report to the Not-for-Profit Segment Head and collaborate with a dynamic team dedicated to fostering long-term partnerships that align with our clients' goals of sustainability and growth. In this senior role, your primary focus will be on cultivating and expanding relationships with not-for-profit leaders, providing customized banking products such as cash management, lines of credit, and investment services tailored to their unique needs. You will analyze financial data to offer strategic advice on navigating economic challenges, regulatory compliance, and funding opportunities, all while upholding JPMorgan Chase's rigorous standards for risk management and ethical practices. Expect to engage in proactive outreach, including attending industry conferences and community events in the New York area, to identify emerging needs and position JPMorgan Chase as the trusted financial partner for the sector. We value professionals who bring deep industry knowledge and a passion for the not-for-profit space. This Vice President-level position demands a blend of technical acumen and interpersonal finesse to deliver exceptional value, contributing to our firm's reputation as an innovator in inclusive finance. Join us to advance your career while making a meaningful difference in the communities that shape our world.

Key Responsibilities

• Build and maintain strategic relationships with senior executives at not-for-profit organizations, identifying opportunities to provide tailored financial solutions
• Manage a portfolio of not-for-profit clients, delivering comprehensive banking services including deposits, lending, and treasury management
• Conduct financial needs assessments and recommend JPMorgan Chase products such as commercial real estate financing and investment advisory services
• Collaborate with internal teams, including credit risk, product specialists, and compliance, to structure and execute complex deals
• Monitor client financial health, provide proactive advice on regulatory changes, and mitigate risks in the not-for-profit sector
• Drive business development by prospecting new not-for-profit clients in the New York area, aiming for portfolio growth targets
• Prepare and present financial analyses, proposals, and performance reports to clients and internal stakeholders
• Ensure adherence to JPMorgan Chase's risk management policies and federal regulations governing not-for-profit financing
• Participate in community outreach and industry events to enhance JPMorgan Chase's presence in the not-for-profit ecosystem
• Mentor junior relationship managers and contribute to team training on not-for-profit sector trends

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in commercial banking, relationship management, or financial services focused on not-for-profit organizations
• Proven track record of managing a portfolio of not-for-profit clients with assets under management exceeding $50 million
• In-depth knowledge of not-for-profit financial regulations, including IRS guidelines and GAAP standards
• Experience in credit analysis, risk assessment, and structuring financial solutions for mission-driven organizations
• Strong understanding of treasury management, lending products, and capital markets tailored to the not-for-profit sector
• Ability to travel up to 25% within the New York metropolitan area

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) with a focus on nonprofit management
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Prior experience working directly with not-for-profit boards, foundations, or associations
• Familiarity with JPMorgan Chase's internal systems and compliance protocols
• Bilingual proficiency in English and Spanish to serve diverse not-for-profit communities

Required Skills

• Expertise in financial modeling and forecasting for not-for-profit budgets
• Proficiency in credit underwriting and portfolio risk management
• Strong negotiation and deal-structuring abilities
• Excellent verbal and written communication for client presentations
• Analytical skills for interpreting financial statements and regulatory filings
• Knowledge of banking software such as Treasury Management Systems and CRM tools
• Relationship-building and networking in the nonprofit community
• Problem-solving in complex financial scenarios
• Time management to handle multiple client portfolios
• Compliance awareness with anti-money laundering (AML) and know-your-customer (KYC) protocols
• Data analysis using tools like Excel, Tableau, or SQL
• Strategic thinking for long-term client advisory
• Adaptability to evolving not-for-profit sector trends
• Team collaboration across multidisciplinary groups
• Customer-centric approach to service delivery

Benefits

• Competitive base salary with performance-based annual bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to JPMorgan Chase's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers, wellness programs, and mental health support services
• Flexible work arrangements, including hybrid options for eligible roles

JP Morgan Chase is an equal opportunity employer.