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

Location: Los Angeles, CA, United States

Job Family: Relationship Manager

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We are seeking a Business Relationship Manager Senior Not-for-Profit - Vice President to join our Commercial Banking team in Los Angeles, CA. In this role, you will serve as a trusted advisor to not-for-profit organizations and small businesses, delivering innovative financial solutions that drive their missions forward. With a focus on the dynamic Los Angeles market, you will leverage JPMorgan Chase's extensive resources to provide lending, treasury management, and advisory services tailored to the unique needs of not-for-profits in sectors like education, healthcare, and community development. This position offers the opportunity to contribute to the growth of over 3 million small business and not-for-profit clients nationwide while advancing your career in a collaborative, high-impact environment. As a Vice President, you will manage a portfolio of key accounts, conducting thorough financial assessments and developing strategic plans to optimize client outcomes. Your responsibilities will include identifying growth opportunities, mitigating risks through proactive credit monitoring, and collaborating with cross-functional teams to execute complex transactions. You will engage directly with executive leaders of not-for-profit agencies, offering insights on funding strategies, cash flow optimization, and compliance with evolving regulations such as those from the IRS and state agencies. Success in this role requires a deep understanding of the not-for-profit landscape, including grant management and endowment investing, combined with JPMorgan Chase's proprietary tools for data-driven decision-making. At JPMorgan Chase, we value diversity, inclusion, and innovation, fostering a culture where your expertise can make a tangible difference. This senior role provides exposure to high-profile clients and internal mobility opportunities within our global network. If you are passionate about empowering not-for-profits and small businesses through world-class financial services, join us to shape the future of community impact in Los Angeles and beyond.

Key Responsibilities

• Build and maintain strategic relationships with not-for-profit organizations and small businesses in the Los Angeles region, providing customized financial solutions
• Conduct in-depth financial analysis and credit underwriting to support lending decisions for not-for-profit clients
• Identify and cross-sell JPMorgan Chase products such as treasury services, merchant banking, and investment advisory tailored to not-for-profits
• Collaborate with internal teams including credit risk, product specialists, and compliance to deliver seamless client experiences
• Monitor portfolio performance, mitigate risks, and ensure adherence to regulatory standards for not-for-profit financing
• Develop market insights and participate in community outreach to expand JPMorgan Chase's presence in the not-for-profit sector
• Prepare and present business plans, proposals, and performance reports to senior leadership
• Mentor and guide junior team members on relationship management best practices
• Stay updated on industry trends, economic factors, and changes in not-for-profit funding landscapes to advise clients proactively

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, with a focus on not-for-profit organizations
• Proven track record of managing portfolios for small businesses and not-for-profits, including credit analysis and risk assessment
• Strong understanding of regulatory requirements for not-for-profit entities, such as IRS guidelines and grant funding compliance
• Experience in developing and maintaining client relationships in the financial services sector
• Ability to analyze financial statements and provide tailored financial solutions
• Series 7 and 63 licenses or equivalent certifications preferred for compliance

Preferred Qualifications

• Advanced degree (MBA) in Finance or Nonprofit Management
• Experience working with diverse not-for-profit sectors including education, healthcare, and community services
• Familiarity with JPMorgan Chase's treasury management and lending products
• Bilingual proficiency in English and Spanish, given the Los Angeles market
• Prior leadership experience in mentoring junior relationship managers

Required Skills

• Financial analysis and modeling
• Credit underwriting and risk management
• Client relationship building and networking
• Knowledge of not-for-profit accounting and tax regulations
• Sales and cross-selling expertise in financial products
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Strong communication and presentation skills
• Analytical thinking and problem-solving
• Regulatory compliance and ethical decision-making
• Project management and organizational skills
• Cultural sensitivity and community engagement
• Data interpretation from financial statements
• Negotiation and deal structuring
• Time management in a fast-paced environment
• Team collaboration and leadership

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid work options in Los Angeles

JP Morgan Chase is an equal opportunity employer.