Relationship Executive- Emerging Middle Market Banking- Executive Director

Location: Woodland Hills, CA, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-centric solutions. The Relationship Executive - Emerging Middle Market Banking - Executive Director role within our Commercial Banking division offers an exciting opportunity to join a dynamic team dedicated to empowering emerging middle market companies with comprehensive banking and financial solutions. Based in Woodland Hills, CA, you will play a pivotal role in fostering long-term partnerships with clients navigating growth in competitive industries. This position demands a strategic mindset to deliver customized services that drive business success while upholding our commitment to integrity and excellence in financial services. As a Relationship Executive, you will lead the cultivation of key client relationships, leveraging your expertise to offer a full suite of JP Morgan Chase products, including tailored lending, treasury management, and advisory services. Your responsibilities will encompass conducting in-depth financial analyses, structuring credit solutions, and collaborating across our global network to provide seamless, innovative offerings. In the vibrant Woodland Hills market, you will identify emerging opportunities in sectors like technology, healthcare, and real estate, ensuring clients receive proactive support to achieve their strategic objectives amid economic shifts. Success in this role requires a blend of deep industry knowledge and interpersonal acumen to navigate complex client needs and regulatory landscapes. You will report to senior Commercial Banking leadership and contribute to team goals by mentoring junior staff and driving revenue growth. JP Morgan Chase values diversity and inclusion, offering a supportive environment where your contributions can shape the future of middle market banking. If you are a seasoned professional passionate about financial services and client impact, this Executive Director position is your gateway to advancing your career at one of the world's most respected institutions.

Key Responsibilities

• Develop and maintain strategic relationships with emerging middle market clients, focusing on companies with revenues between $50M and $500M
• Provide tailored banking solutions including credit facilities, cash management, and trade finance to support client growth
• Conduct financial analysis and credit assessments to structure deals that align with JP Morgan Chase's risk appetite
• Collaborate with internal teams such as credit, treasury, and investment banking to deliver comprehensive services
• Identify and pursue new business opportunities within the Woodland Hills territory and broader California region
• Monitor client portfolios, anticipate needs, and proactively offer solutions to mitigate risks and enhance performance
• Represent JP Morgan Chase at industry events, networking with potential clients in the emerging middle market
• Ensure compliance with all regulatory requirements and internal policies in all client interactions
• Prepare and present business plans, proposals, and performance reports to senior leadership

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10 years of experience in commercial banking, relationship management, or financial services
• Proven track record in managing relationships with middle-market clients in the emerging sector
• Deep knowledge of banking products including lending, treasury services, and capital markets
• Strong understanding of financial analysis, credit underwriting, and risk management
• Experience in the California market, particularly Woodland Hills and surrounding areas
• Active network in the commercial and emerging middle market sectors

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Series 7 and 63 licenses or equivalent certifications
• Bilingual proficiency in English and Spanish, given the diverse client base in Woodland Hills
• Prior experience at a major financial institution like JP Morgan Chase
• Demonstrated success in cross-selling complex financial solutions

Required Skills

• Financial modeling and analysis
• Credit assessment and underwriting
• Relationship building and management
• Negotiation and deal structuring
• Knowledge of commercial lending products
• Risk identification and mitigation
• Strategic planning and business development
• Proficiency in Microsoft Office Suite and banking software
• Excellent verbal and written communication
• Analytical thinking and problem-solving
• Client-focused consultative selling
• Regulatory compliance awareness
• Team collaboration and leadership
• Market research and competitive analysis
• Time management and prioritization

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Woodland Hills location

JP Morgan Chase is an equal opportunity employer.