Relationship Executive - Technology Banking - Executive Director

Location: Miami, FL, 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 innovation and client success. As a Relationship Executive - Technology Banking - Executive Director in our Commercial Banking division, you will play a pivotal role in serving mid-market technology companies across the United States. Based in Miami, FL, you will focus on building and nurturing long-term partnerships with tech innovators in sectors like software, fintech, and SaaS, providing them with customized financial solutions that fuel their growth. This executive-level position offers the opportunity to leverage JP Morgan's vast resources to deliver integrated banking services, from working capital financing to strategic advisory, all while contributing to our mission of powering the progress of technology-driven businesses. In this role, you will lead a portfolio of high-profile clients, conducting in-depth needs assessments and crafting bespoke financial strategies that align with their business objectives. You will collaborate closely with cross-functional teams within JP Morgan Chase, including treasury, risk management, and investment banking, to ensure seamless execution of solutions. Key responsibilities include prospecting new relationships in the vibrant Southeast tech ecosystem, monitoring market trends to anticipate client needs, and driving revenue through effective cross-selling of our comprehensive product suite. Your expertise in credit analysis and industry knowledge will be crucial in mitigating risks while maximizing opportunities in a fast-evolving technology landscape. We seek a seasoned professional with a passion for the technology sector and a proven ability to deliver results in a competitive banking environment. At JP Morgan Chase, you will thrive in a supportive culture that values diversity, innovation, and professional growth. This position not only offers substantial impact on client success but also the chance to advance your career within one of the world's most admired financial institutions, with access to cutting-edge tools and global networks.

Key Responsibilities

• Develop and maintain strategic relationships with technology-focused commercial banking clients across the US, with a focus on the Southeast region
• Identify client needs and deliver tailored financial solutions including lending, cash management, and advisory services from JP Morgan Chase
• Lead credit underwriting and portfolio management for assigned relationships, ensuring compliance with risk policies
• Collaborate with internal teams such as investment banking and treasury services to provide comprehensive solutions
• Prospect and acquire new technology clients through networking, industry events, and referrals
• Monitor industry trends in technology sectors to advise clients on financing opportunities and risks
• Prepare and present business plans, credit proposals, and performance reports to senior management
• Drive revenue growth by cross-selling JP Morgan's full suite of products and achieving portfolio targets
• Ensure all client interactions adhere to JP Morgan's ethical standards and regulatory guidelines
• Mentor junior team members and contribute to team development initiatives

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 commercial banking, relationship management, or technology sector financing
• Proven track record of managing high-value client relationships in the technology industry
• Deep understanding of financial products including loans, lines of credit, treasury services, and capital markets solutions
• Strong knowledge of regulatory requirements in commercial banking and technology sector trends
• Excellent credit analysis and risk assessment skills
• Ability to travel up to 50% within the region to meet clients

Preferred Qualifications

• Experience working with mid-market technology companies in software, SaaS, fintech, or hardware sectors
• Prior role at a major financial institution like JP Morgan Chase or similar
• Fluency in Spanish, given the Miami location and diverse client base
• CFA, CPA, or equivalent professional certification
• Demonstrated success in cross-selling JP Morgan's integrated financial solutions

Required Skills

• Commercial banking expertise
• Client relationship management
• Financial analysis and modeling
• Credit risk assessment
• Knowledge of technology industry dynamics
• Sales and business development
• Negotiation and deal structuring
• Regulatory compliance awareness
• Strategic thinking
• Communication and presentation skills
• Team collaboration
• Problem-solving
• Time management
• Data analysis using tools like Excel
• CRM software proficiency (e.g., Salesforce)

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.