Relationship Executive - Technology Banking - Executive Director

Location: Austin, TX, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to powering the progress of technology companies through innovative banking solutions. As a Relationship Executive - Technology Banking - Executive Director in our Commercial Banking division, you will play a pivotal role in serving mid-market technology clients nationwide, with a primary focus on the vibrant Austin, TX ecosystem. This position offers the opportunity to leverage your expertise in the tech sector to build lasting partnerships, drive revenue growth, and provide comprehensive financial advisory services that support the scaling ambitions of innovative firms in software, fintech, and emerging technologies. In this executive-level role, you will lead the origination and management of key client relationships, identifying opportunities to deliver JP Morgan's full spectrum of products, from tailored credit facilities and treasury management to capital markets access and advisory services. You will conduct in-depth financial analyses, structure complex deals, and collaborate with cross-functional teams to ensure seamless execution. Based in Austin, you will engage with local tech hubs, attend industry events, and represent JP Morgan's brand as a trusted partner in the rapidly evolving technology landscape, all while navigating regulatory complexities and market dynamics unique to the sector. We seek a seasoned professional with a passion for technology and finance, capable of fostering deep client trust and delivering measurable business impact. Joining JP Morgan Chase means becoming part of a world-class institution that values innovation, diversity, and professional growth, with unparalleled resources to advance your career while contributing to the success of groundbreaking tech enterprises.

Key Responsibilities

• Develop and maintain strategic relationships with technology clients across the US, focusing on mid-market firms in Austin and surrounding regions
• Identify and pursue new business opportunities within the technology sector, leveraging JP Morgan's Commercial Banking platform
• Structure and negotiate complex financial solutions, including loans, lines of credit, and cash management services tailored to tech company needs
• Conduct financial analysis and due diligence to assess client creditworthiness and growth potential
• Collaborate with internal teams, including credit risk, treasury, and investment banking, to deliver integrated solutions
• Monitor client portfolios, provide ongoing advisory support, and mitigate risks in a dynamic tech landscape
• Represent JP Morgan at industry conferences, tech meetups, and networking events to build brand presence
• Prepare and present business plans, credit proposals, and performance reports to senior leadership
• Ensure compliance with all regulatory standards and internal policies in client interactions
• Drive revenue growth by cross-selling additional JP Morgan products like merchant services and capital raising advisory

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 10+ years of experience in technology sector banking, relationship management, or commercial lending
• Proven track record of managing high-value client relationships in the technology industry
• Deep understanding of financial products including credit, treasury services, and capital markets solutions
• Strong knowledge of regulatory requirements in commercial banking and technology sector financing
• Experience in deal structuring, risk assessment, and portfolio management for tech clients
• Ability to travel up to 50% for client meetings and industry events

Preferred Qualifications

• Experience working with mid-market technology companies in software, SaaS, or fintech sectors
• Previous role at a major financial institution with a focus on technology banking
• CFA, CPA, or equivalent certification in finance or banking
• Bilingual skills, particularly in Spanish, given the Austin market dynamics
• Demonstrated success in cross-selling JP Morgan's full suite of commercial banking products

Required Skills

• Expertise in financial modeling and valuation for technology companies
• Proficiency in credit analysis and risk management tools
• Strong negotiation and deal-closing abilities
• Excellent communication and presentation skills for C-suite interactions
• Deep industry knowledge of technology trends, including AI, cloud computing, and cybersecurity
• Relationship-building and networking prowess in competitive markets
• Analytical thinking for assessing market opportunities and client needs
• Project management skills for coordinating multi-team initiatives
• Familiarity with banking software like Salesforce CRM and treasury management systems
• Adaptability to fast-paced, innovative tech environments
• Strategic planning and business development acumen
• Compliance and ethical decision-making in high-stakes financial dealings
• Data-driven decision-making using financial metrics and KPIs
• Team collaboration across diverse functions
• Customer-centric approach to delivering tailored financial solutions

Benefits

• Competitive base salary with performance-based annual bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Employee stock purchase plan and access to JP Morgan's global learning resources
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible candidates moving to Austin, TX

JP Morgan Chase is an equal opportunity employer.