Relationship Executive - Applied Technology Banking - Executive Director

Location: San Francisco, CA, United States

Job Family: Relationship Manager

About the Role

As a Relationship Executive - Applied Technology Banking at JP Morgan Chase, you will play a pivotal role in our Commercial Banking division, delivering innovative financial solutions to dynamic clients in the applied technology sector. Based in San Francisco, CA, this Executive Director-level position involves building and nurturing long-term partnerships with mid-market and large technology companies across the United States. You will leverage JP Morgan's global resources to offer customized banking services, including lending, treasury management, and advisory support, helping clients navigate growth, innovation, and market challenges in a rapidly evolving industry. Your day-to-day responsibilities will center on proactive client engagement, where you identify opportunities to deepen relationships and expand JP Morgan's footprint in the applied technology space. This includes conducting thorough financial assessments, structuring complex transactions, and collaborating with cross-functional teams to ensure seamless service delivery. With a focus on sectors like software development, hardware manufacturing, and emerging tech applications, you will provide strategic insights that align with clients' business objectives while adhering to JP Morgan's rigorous risk management standards. Joining JP Morgan Chase means becoming part of a world-class institution committed to excellence in financial services. In this role, you will contribute to our mission of empowering technology leaders with the tools they need to thrive, while advancing your career in a supportive environment that values innovation, diversity, and professional growth. If you have a passion for the intersection of finance and technology, this position offers the opportunity to make a significant impact on both client success and JP Morgan's leadership in commercial banking.

Key Responsibilities

• Develop and maintain strategic relationships with applied technology clients across the country, providing tailored financial solutions to support their growth
• Lead the origination, structuring, and execution of complex financing deals, including loans, lines of credit, and advisory services
• Collaborate with internal teams such as credit risk, treasury, and investment banking to deliver comprehensive banking solutions
• Conduct industry analysis and market research to identify opportunities within the applied technology sector
• Manage a portfolio of client relationships, ensuring high levels of client satisfaction and retention
• Drive revenue growth by cross-selling JP Morgan Chase products like cash management, foreign exchange, and capital markets
• Mentor junior team members and contribute to the development of banking strategies for technology clients
• Monitor client financial health, provide proactive advice, and mitigate risks in line with JP Morgan's standards
• Represent JP Morgan Chase at industry conferences and networking events to build brand presence
• Prepare and present business plans, credit proposals, and performance reports to senior leadership

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; MBA or advanced degree preferred
• 10+ years of experience in commercial banking, relationship management, or financial services, with a focus on technology or applied technology sectors
• Proven track record of managing high-value client relationships and driving revenue growth in a banking environment
• In-depth knowledge of financial products including credit, treasury services, and capital markets solutions
• Strong understanding of the applied technology industry, including software, hardware, and emerging tech trends
• Excellent credit analysis and risk assessment skills
• Ability to travel up to 50% for client meetings and industry events

Preferred Qualifications

• Experience working with mid-market to large commercial clients in the technology sector
• Familiarity with JP Morgan Chase's Commercial Banking platforms and tools
• CFA, CPA, or similar professional certification
• Previous leadership experience in a banking relationship management role
• Knowledge of regulatory requirements in financial services for tech clients

Required Skills

• Relationship building and client management
• Financial analysis and modeling
• Credit underwriting and risk management
• Knowledge of commercial lending products
• Industry expertise in applied technology
• Strategic thinking and problem-solving
• Communication and presentation skills
• Negotiation and deal structuring
• Team collaboration and leadership
• Proficiency in Microsoft Office Suite and banking software
• Analytical skills for market trends
• Time management and prioritization
• Adaptability to fast-paced environments
• Regulatory compliance awareness
• Data-driven decision making

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
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.