Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

Location: Dallas, TX, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering middle market clients through innovative treasury solutions. As a Treasury Sales Associate in our Healthcare, Higher Education, and Nonprofit team, you will join a dynamic group dedicated to serving over 20,000 clients across the United States. Based in Dallas, TX, this role falls under our Relationship Sales category and offers the opportunity to drive meaningful financial outcomes for organizations that make a profound impact on communities, education, and public health. You will leverage JP Morgan's vast resources to provide customized cash management, liquidity, and risk mitigation strategies, helping clients navigate complex economic landscapes while fostering long-term partnerships. In this position, you will engage directly with decision-makers in target industries, analyzing their unique financial challenges and proposing solutions from JP Morgan's robust treasury product suite, including payment automation, investment options, and hedging instruments. Your days will involve building and expanding client relationships, collaborating with cross-functional teams to execute deals, and staying ahead of industry trends such as regulatory changes in healthcare financing or endowment management in higher education. Success in this role requires a blend of sales expertise and deep sector knowledge, contributing to JP Morgan's reputation as a trusted advisor in the financial services industry. We value associates who thrive in a fast-paced environment and are passionate about delivering exceptional client experiences. This role not only offers professional growth through exposure to high-profile clients but also aligns with JP Morgan Chase's culture of innovation and inclusion. Join us to advance your career while supporting vital sectors that shape society's future.

Key Responsibilities

• Develop and maintain relationships with middle market clients in healthcare, higher education, and nonprofit sectors, managing a portfolio of over 20,000 clients nationwide
• Identify client needs and recommend tailored treasury solutions such as cash flow optimization, foreign exchange hedging, and trade finance
• Collaborate with internal teams including product specialists and risk management to deliver comprehensive financial strategies
• Conduct market analysis and provide insights on economic trends impacting client industries
• Drive revenue growth through proactive sales initiatives and upselling opportunities
• Prepare and deliver presentations, proposals, and financial reports to clients and prospects
• Ensure compliance with JP Morgan Chase policies and regulatory standards in all client interactions
• Participate in industry events and networking to expand JP Morgan's presence in target sectors
• Monitor client portfolios for performance and provide ongoing advisory support
• Contribute to team goals by mentoring junior associates and sharing best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in treasury sales, relationship management, or financial services within the middle market sector
• Proven track record of managing client relationships in healthcare, higher education, or nonprofit industries
• Strong understanding of treasury management products including cash management, liquidity solutions, and payment processing
• Excellent communication and presentation skills with the ability to engage C-suite executives
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of regulatory requirements specific to healthcare (e.g., HIPAA) and nonprofits (e.g., 501(c)(3) compliance)
• Prior success in cross-selling treasury and investment banking products
• Fluency in Spanish or other languages relevant to diverse client bases

Required Skills

• Treasury management expertise
• Client relationship building
• Financial product knowledge (e.g., ACH, wires, FX)
• Analytical thinking
• Sales acumen
• Presentation and negotiation skills
• Industry-specific knowledge (healthcare, education, nonprofits)
• Regulatory compliance awareness
• Data analysis and reporting
• Team collaboration
• Problem-solving
• Time management
• Adaptability to market changes
• CRM software proficiency (e.g., Salesforce)
• Risk assessment

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• 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, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements, including hybrid options in Dallas, TX

JP Morgan Chase is an equal opportunity employer.