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

Location: Indianapolis, IN, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to powering the progress of not-for-profit organizations that drive community impact. As a Business Relationship Manager Senior Not-for-Profit - Vice President in our Commercial Banking division, you will play a pivotal role in serving over 3 million small businesses and nonprofits nationwide. Based in Indianapolis, IN, you will focus on building enduring partnerships with not-for-profit clients, including educational institutions, healthcare providers, and community foundations, by delivering innovative financial solutions that support their missions. This position offers the opportunity to leverage JPMorgan Chase's vast resources to help these organizations thrive in a complex economic landscape. In this senior role, you will lead the cultivation of high-value relationships, identifying opportunities to provide customized banking products such as flexible lending, efficient cash management, and strategic investment advice. You will collaborate closely with cross-functional teams to structure deals that align with nonprofit goals, while ensuring adherence to stringent compliance standards. Your expertise will be instrumental in expanding our footprint in the Midwest nonprofit sector, contributing to JPMorgan Chase's reputation as a trusted advisor in impact-driven finance. Expect a dynamic environment where your strategic insights directly influence client success and business growth. We value professionals who bring deep sector knowledge and a passion for social good. Joining our team means access to cutting-edge tools, ongoing training, and a supportive culture that fosters innovation. If you are ready to make a meaningful difference while advancing your career at one of the world's most admired financial institutions, apply today to become part of JPMorgan Chase's legacy of excellence.

Key Responsibilities

• Develop and maintain strategic relationships with senior executives at not-for-profit organizations to understand their financial needs and provide tailored solutions
• Prospect and acquire new not-for-profit clients in the Indianapolis market, growing the portfolio by at least 15% annually
• Analyze financial statements and performance metrics to recommend appropriate credit, treasury, and investment products from JPMorgan Chase's suite
• Collaborate with internal teams including credit risk, treasury services, and wealth management to deliver comprehensive financial strategies
• Monitor portfolio health, ensuring compliance with regulatory requirements and mitigating risks for not-for-profit clients
• Conduct educational workshops and seminars on financial best practices for nonprofits, positioning JPMorgan Chase as a thought leader
• Prepare and present business plans, credit proposals, and performance reports to senior management
• Drive cross-selling initiatives to expand client utilization of JPMorgan's full range of services, including merchant services and capital markets access
• Stay abreast of industry trends, such as impact investing and ESG considerations, to advise clients proactively
• Ensure all client interactions adhere to JPMorgan Chase's ethical standards and risk management protocols

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 portfolios exceeding $100 million in assets
• In-depth knowledge of not-for-profit sector regulations, including IRS guidelines and grant funding structures
• Strong understanding of financial products such as loans, treasury services, and investment solutions tailored to nonprofits
• Ability to travel up to 25% within the Indianapolis region and surrounding areas
• Series 7 and 63 licenses or equivalent certifications in financial advising

Preferred Qualifications

• Master's degree in Nonprofit Management or MBA
• Experience working with large-scale not-for-profits such as hospitals, universities, or foundations
• Bilingual proficiency in Spanish or another language common in the Midwest nonprofit community
• Prior leadership role in a banking team serving community-based organizations
• Familiarity with JPMorgan Chase's digital banking platforms and CRM systems

Required Skills

• Expertise in financial analysis and modeling for nonprofit budgets
• Proficiency in credit underwriting and risk assessment
• Strong relationship-building and networking abilities
• Excellent communication and presentation skills
• Knowledge of banking regulations like Dodd-Frank and Basel III
• Analytical thinking for portfolio management
• Sales acumen in consultative selling
• Familiarity with CRM tools such as Salesforce
• Understanding of treasury management systems
• Project management for client implementations
• Adaptability to evolving nonprofit funding landscapes
• Team collaboration across multidisciplinary groups
• Ethical decision-making in high-stakes financial advising
• Digital literacy in online banking platforms
• Cultural sensitivity to diverse nonprofit missions

Benefits

• Competitive base salary plus performance-based annual bonus and equity opportunities
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with up to 5% employer match and immediate vesting
• Generous paid time off including 20 vacation days, 10 sick days, and 15 holidays
• Professional development programs, including tuition reimbursement up to $5,000 annually
• Employee assistance program offering confidential counseling and financial planning support
• On-site fitness centers and wellness incentives, including gym membership reimbursements
• Parental leave benefits providing up to 16 weeks of paid leave for new parents

JP Morgan Chase is an equal opportunity employer.