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

Location: San Francisco, CA, 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 positive change in communities across the nation. As a Business Relationship Manager Senior Not-for-Profit - Vice President in our San Francisco 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 the financial services industry to deliver innovative solutions that support the missions of educational institutions, healthcare providers, and community organizations. Based in the vibrant San Francisco market, you will contribute to our goal of fostering economic growth while adhering to the highest standards of integrity and client service that define JPMorgan Chase. In this senior role, you will build and nurture long-term partnerships with not-for-profit leaders, providing strategic financial advice on everything from cash management and lending to investment strategies tailored to restricted funds and endowments. You will lead efforts to expand our client base in the Bay Area, identifying opportunities to introduce JPMorgan Chase's suite of products, including treasury services, lines of credit, and sustainable financing options that align with ESG principles. Collaborating closely with cross-functional teams, you will ensure seamless execution of deals while mitigating risks associated with the unique financial profiles of not-for-profits, such as fluctuating grant revenues and compliance with 501(c)(3) regulations. Success in this position requires a deep understanding of the not-for-profit landscape and a passion for making a societal impact through financial expertise. You will conduct in-depth portfolio reviews, deliver insightful market analyses, and represent JPMorgan Chase at industry events to enhance our brand as a trusted partner. With access to our world-class resources and a supportive team environment, you will drive measurable results, including revenue growth and client retention, while advancing your career in one of the most dynamic regions of the financial world. Join us to help not-for-profits thrive and contribute to JPMorgan Chase's legacy of innovation and excellence.

Key Responsibilities

• Develop and maintain strategic relationships with senior executives at not-for-profit organizations to provide tailored financial solutions
• Identify and pursue new business opportunities within the not-for-profit sector, targeting growth in the San Francisco market
• Conduct comprehensive financial needs assessments and recommend appropriate JPMorgan Chase products, including loans, treasury services, and investment options
• Manage a portfolio of not-for-profit clients, ensuring high levels of client satisfaction and retention
• Collaborate with internal teams, such as credit analysts and product specialists, to structure complex financing deals
• Monitor market trends and regulatory changes affecting not-for-profits, advising clients proactively
• Prepare and present business reviews, financial reports, and proposals to clients and senior leadership
• Drive revenue growth by cross-selling additional JPMorgan Chase services like merchant services and capital markets access
• Ensure compliance with all federal and state regulations governing not-for-profit financing
• Mentor junior relationship managers and contribute to team development initiatives

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 of not-for-profit clients with assets under management exceeding $50 million
• In-depth knowledge of not-for-profit financial regulations, including IRS compliance and grant funding requirements
• Strong understanding of credit analysis, risk assessment, and lending products tailored to the not-for-profit sector
• Active network within the not-for-profit community in the San Francisco Bay Area
• Series 7 and 63 licenses or equivalent certifications in financial services

Preferred Qualifications

• Advanced degree (MBA or Master's in Nonprofit Management)
• Experience working with diverse not-for-profit sectors such as education, healthcare, and community services
• Familiarity with JPMorgan Chase's commercial banking platforms and tools
• Previous leadership role in a financial advisory capacity for not-for-profits
• Bilingual proficiency in English and Spanish to serve diverse client bases

Required Skills

• Expertise in financial modeling and credit underwriting
• Proficiency in CRM software such as Salesforce
• Strong analytical skills for portfolio risk management
• Excellent communication and presentation abilities
• Knowledge of not-for-profit accounting standards (e.g., FASB)
• Relationship-building and networking expertise
• Strategic thinking for business development
• Regulatory compliance and ethical decision-making
• Proficiency in Microsoft Office Suite and financial databases
• Problem-solving in complex financial scenarios
• Leadership and team collaboration skills
• Adaptability to evolving market conditions
• Client-focused negotiation techniques
• Data analysis using tools like Excel and Tableau
• Cultural sensitivity for diverse not-for-profit missions

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 leave, and parental leave
• Professional development opportunities through JPMorgan Chase's learning programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements, including hybrid options in San Francisco

JP Morgan Chase is an equal opportunity employer.