Treasury Management Officer - Innovation Economy - Executive Director

Location: New York, NY, United States

Job Family: Relationship Sales

About the Role

As a Treasury Management Officer - Innovation Economy - Executive Director at JP Morgan Chase, you will play a pivotal role in our Commercial Banking division, serving over 20,000 middle market clients nationwide. This position focuses on the dynamic innovation economy, including sectors like technology startups, biotechnology firms, and fintech disruptors. Based in New York, NY, you will leverage JP Morgan's unparalleled global resources to deliver cutting-edge treasury solutions that drive client growth and operational efficiency. Your expertise will help these innovative companies navigate complex financial landscapes, from optimizing cash flows to managing international payments in a rapidly evolving digital world. In this executive-level role within the Relationship Sales category, you will build and nurture long-term partnerships with C-suite executives and treasurers of high-growth companies. Responsibilities include conducting in-depth needs assessments, recommending bespoke treasury products such as liquidity management tools, supply chain finance, and FX hedging strategies tailored to the innovation sector's unique demands. You will collaborate closely with JP Morgan's product specialists, risk teams, and investment bankers to create holistic financial ecosystems that enhance client value. By staying ahead of industry trends like digital currencies and AI-driven analytics, you will position JP Morgan Chase as the trusted partner for forward-thinking businesses scaling in competitive markets. Success in this role demands a blend of strategic vision, technical acumen, and relationship prowess. You will drive revenue through proactive sales initiatives, participate in thought leadership at industry conferences, and contribute to the evolution of JP Morgan's treasury offerings for the innovation economy. With access to our world-class training programs and a supportive culture that values innovation, this position offers the opportunity to make a tangible impact on clients shaping the future of business while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Develop and maintain strategic relationships with over 20,000 middle market clients in the innovation economy, focusing on technology, biotech, and fintech sectors
• Identify and deliver tailored treasury management solutions, including cash flow optimization, liquidity management, and trade finance products
• Collaborate with internal teams at JP Morgan Chase to cross-sell complementary services like investment banking and capital markets
• Conduct market analysis to anticipate client needs in fast-evolving innovation industries and recommend proactive financial strategies
• Lead client presentations, negotiations, and deal closures to drive revenue growth in treasury services
• Monitor portfolio performance and ensure compliance with JP Morgan's risk management and regulatory standards
• Mentor junior team members and contribute to the development of innovative treasury products for the innovation economy
• Participate in industry events and thought leadership to position JP Morgan Chase as a leader in financial solutions for emerging sectors
• Analyze client financial data to provide insights on efficiency improvements and cost savings through JP Morgan's global network

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10 years of experience in treasury management, commercial banking, or financial services sales
• Proven track record in managing relationships with middle market clients in the innovation economy sectors such as technology, biotech, and fintech
• Deep knowledge of treasury products including cash management, liquidity solutions, and payment processing
• Strong understanding of regulatory requirements in financial services, including AML, KYC, and Basel III
• Experience in cross-selling financial products to enhance client portfolios
• Ability to travel up to 50% for client meetings and industry events

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Certification in Treasury Management (e.g., CTP from AFP)
• Prior experience working at a top-tier financial institution like JP Morgan Chase
• Familiarity with emerging technologies such as blockchain, AI in payments, and digital banking platforms
• Bilingual proficiency in English and another language relevant to innovation economy clients

Required Skills

• Expertise in treasury management software and platforms like Kyriba or SAP Treasury
• Proficiency in financial modeling and forecasting tools such as Excel and Bloomberg
• Strong analytical skills for assessing client financial health and market trends
• Excellent communication and presentation skills for client-facing interactions
• Negotiation and deal-closing abilities in high-stakes financial discussions
• Knowledge of payment systems including SWIFT, ACH, and real-time payments
• Risk assessment and compliance expertise in financial regulations
• Strategic relationship-building and networking in the innovation economy
• Leadership and team collaboration skills within a matrixed organization
• Adaptability to fast-paced, technology-driven environments
• Data-driven decision-making using CRM tools like Salesforce
• Understanding of ESG factors in financial services for sustainable innovation clients
• Problem-solving skills for customizing solutions to unique client challenges
• Time management and prioritization in a high-volume sales environment

Benefits

• Competitive base salary and performance-based bonus structure
• 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
• Access to JP Morgan's global wellness initiatives and employee assistance programs
• Stock purchase plan and employee stock ownership opportunities
• Flexible work arrangements, including hybrid options in New York, NY

JP Morgan Chase is an equal opportunity employer.