Relationship Executive, Healthcare, Higher Education & Non-Profit, Executive Director

Location: New York, NY, United States

Job Family: Relationship Manager

About the Role

As a Relationship Executive, Healthcare, Higher Education & Non-Profit, Executive Director at JP Morgan Chase, you will play a pivotal role in our Commercial Banking team, delivering innovative financial solutions to institutional clients nationwide. Based in New York, NY, this position involves cultivating deep, strategic partnerships with leaders in healthcare systems, universities, and non-profit organizations. Leveraging JP Morgan's global resources, you will identify opportunities to provide tailored services such as syndicated loans, cash management, and advisory on capital markets, helping clients navigate economic challenges and achieve their missions. Your expertise will drive sustainable growth for both your portfolio and the firm, embodying our commitment to excellence in financial services. In this executive-level role, you will lead the end-to-end client engagement process, from initial needs assessment to deal execution and ongoing portfolio management. Collaborating with JP Morgan's specialized teams, you will structure complex financing arrangements that address unique sector dynamics, such as regulatory compliance in healthcare or endowment preservation in higher education. Success requires a proactive approach to uncovering revenue opportunities, including cross-selling treasury and investment products, while ensuring all activities align with our rigorous risk and compliance frameworks. You will also contribute to thought leadership by sharing insights on industry trends, positioning JP Morgan Chase as the premier partner for mission-driven institutions. Joining JP Morgan Chase means becoming part of a world-class institution renowned for its stability, innovation, and client-centric culture. We offer unparalleled professional growth opportunities, competitive compensation, and a supportive environment that values diversity and inclusion. If you are a seasoned financial professional passionate about the healthcare, higher education, and non-profit sectors, this role provides the platform to make a meaningful impact while advancing your career in one of the most dynamic areas of commercial banking.

Key Responsibilities

• Develop and maintain strategic relationships with senior executives at healthcare providers, higher education institutions, and non-profit organizations to understand their financial needs
• Lead the delivery of customized financial solutions, including lending, treasury management, and capital advisory services from JP Morgan Chase's Commercial Banking platform
• Manage a portfolio of high-value clients across the United States, driving revenue growth through proactive opportunity identification and cross-selling
• Conduct thorough financial analysis, credit underwriting, and risk assessments to structure deals that align with client goals and JP Morgan's risk standards
• Collaborate with internal teams, including product specialists, credit officers, and legal experts, to execute complex transactions efficiently
• Provide thought leadership on industry trends, regulatory changes, and innovative financing options to position JP Morgan as a trusted advisor
• Monitor client performance, anticipate challenges, and deliver tailored solutions to support long-term partnerships
• Represent JP Morgan Chase at industry events, conferences, and client meetings to enhance brand visibility in the healthcare, higher education, and non-profit sectors
• Ensure all activities comply with JP Morgan's policies, federal regulations, and ethical standards in financial services

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree (MBA or JD) preferred
• Minimum of 10 years of experience in commercial banking, relationship management, or financial services, with a focus on healthcare, higher education, or non-profit sectors
• Proven track record of managing and growing portfolios of large, complex clients in the financial services industry
• Deep knowledge of financial products including credit, treasury services, capital markets, and advisory solutions tailored to institutional clients
• Strong understanding of regulatory environments and compliance requirements in healthcare, education, and non-profit financing
• Excellent credit analysis and risk assessment skills, with experience in structuring complex financing deals
• Ability to travel up to 50% domestically to meet client needs and build relationships

Preferred Qualifications

• Experience working with JP Morgan Chase or similar large financial institutions in the Commercial Banking division
• Existing network of contacts within healthcare organizations, universities, and non-profits
• Certification in financial planning (CFP) or commercial lending (e.g., from the Risk Management Association)
• Demonstrated success in cross-selling multiple JP Morgan products to drive revenue growth
• Familiarity with ESG (Environmental, Social, and Governance) financing trends in non-profit and higher education sectors

Required Skills

• Expertise in commercial lending and credit structuring
• Proficiency in financial modeling and analysis using tools like Excel and Bloomberg
• Strong relationship-building and client management abilities
• Excellent communication and presentation skills for executive-level interactions
• Deep knowledge of healthcare financing, including revenue cycle management and reimbursement models
• Understanding of higher education funding sources, such as endowments and federal grants
• Familiarity with non-profit tax-exempt financing and impact investing
• Strategic thinking and problem-solving in complex financial scenarios
• Negotiation skills for deal structuring and conflict resolution
• Regulatory compliance and risk management expertise
• Team collaboration and leadership in cross-functional environments
• Analytical skills for portfolio performance tracking
• Adaptability to evolving industry trends and client needs
• Technical proficiency in CRM systems like Salesforce
• Emotional intelligence for navigating sensitive client discussions

Benefits

• Competitive base salary and performance-based annual bonus, with total compensation reflecting executive-level contributions
• Comprehensive health, dental, and vision insurance plans, including coverage for family members
• 401(k) retirement savings plan with generous company matching contributions up to 6% of eligible pay
• Paid time off including vacation, sick days, and parental leave, plus flexible work arrangements
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement for advanced education
• Wellness programs featuring gym memberships, mental health support, and employee assistance services
• Stock purchase plan allowing employees to buy JP Morgan Chase shares at a discount
• Relocation assistance for eligible roles and access to global mobility programs within the firm

JP Morgan Chase is an equal opportunity employer.