Relationship Executive, Mid Corporate Banking- Managing Director

Location: San Francisco, CA, United States

Job Family: Relationship Manager

About the Role

As a Relationship Executive, Mid Corporate Banking - Managing Director at JP Morgan Chase, you will play a pivotal role in expanding our presence in the dynamic mid-corporate market, targeting companies with annual revenues between $100 million and $2 billion. Based in our San Francisco office, you will leverage JP Morgan's global resources to build and nurture high-value client relationships, delivering customized financial solutions that drive business growth. This position demands a strategic mindset, deep industry expertise, and the ability to navigate complex financial landscapes, all while embodying our commitment to client success and innovation in the financial services sector. Your primary focus will be on originating new relationships and deepening existing ones through proactive engagement, thorough financial analysis, and tailored offerings such as commercial lending, treasury management, and advisory services. You will collaborate closely with cross-functional teams across JP Morgan Chase to ensure seamless delivery of solutions, while monitoring portfolio health and ensuring adherence to risk and compliance standards. In this Managing Director-level role, you will also contribute to thought leadership by providing clients with insights on market trends, economic forecasts, and strategic financing opportunities, particularly in key San Francisco industries like technology and healthcare. At JP Morgan Chase, we value professionals who thrive in a fast-paced environment and are passionate about empowering mid-sized enterprises. This role offers the chance to lead high-impact initiatives, mentor emerging talent, and advance your career within one of the world's leading financial institutions. If you have a proven history of driving profitable growth in corporate banking, we invite you to join our team and help shape the future of mid-corporate banking on the West Coast.

Key Responsibilities

• Develop and maintain strategic relationships with mid-corporate clients to drive revenue growth and retention
• Identify new business opportunities within the $100M-$2B revenue segment through proactive outreach and networking
• Structure and negotiate tailored financial solutions, including loans, lines of credit, and cash management services
• Conduct financial analysis and credit assessments to support lending decisions and mitigate risks
• Collaborate with internal teams (e.g., treasury, capital markets) to deliver comprehensive banking solutions
• Monitor client portfolios to ensure compliance with credit policies and regulatory requirements
• Lead client presentations, strategy sessions, and quarterly business reviews to enhance satisfaction
• Mentor junior relationship managers and contribute to team development initiatives
• Stay abreast of industry trends, economic conditions, and competitive landscape to advise clients effectively
• Report on portfolio performance, pipeline development, and key metrics to senior leadership

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10-15 years of experience in corporate banking, relationship management, or financial services
• Proven track record of managing and growing client portfolios in the mid-corporate segment (revenues $100M-$2B)
• Deep knowledge of commercial lending, treasury services, and capital markets solutions
• Strong understanding of financial analysis, credit underwriting, and risk management principles
• Excellent communication and negotiation skills with C-suite executives
• Ability to travel as needed to meet client needs in the San Francisco region

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience working with technology, healthcare, or manufacturing sectors in the mid-corporate space
• Series 7 and 63 licenses or equivalent certifications
• Prior leadership experience in a banking team or portfolio management role
• Bilingual proficiency in English and Mandarin or Spanish, given the diverse client base in San Francisco

Required Skills

• Financial modeling and analysis
• Credit risk assessment
• Client relationship management
• Negotiation and deal structuring
• Strategic business development
• Knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Proficiency in financial software (e.g., Bloomberg, Moody's Analytics)
• Excellent verbal and written communication
• Analytical thinking and problem-solving
• Leadership and team collaboration
• Time management and prioritization
• Adaptability to dynamic market conditions
• Customer-centric approach
• Data-driven decision making
• Cross-functional project management

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 access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase offices
• Relocation assistance for eligible roles in San Francisco

JP Morgan Chase is an equal opportunity employer.