Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

Location: Dallas, TX, United States

Job Family: Relationship Sales

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We are seeking a Treasury Sales Associate to join our dynamic team in Dallas, TX, focusing on the Healthcare, Higher Education, and Nonprofit sectors. In this role, you will play a pivotal part in providing innovative financial solutions to over 20,000 middle-market clients across the country, helping them navigate complex treasury needs with JPMorgan's industry-leading products and expertise. As a key member of the Relationship Sales team, you will build lasting partnerships, drive business growth, and contribute to the firm's mission of enabling client success in a rapidly evolving financial landscape. Your primary responsibilities will include engaging with clients in specialized sectors to understand their unique challenges, such as funding cycles for higher education institutions, regulatory compliance in healthcare, or endowment management for nonprofits. You will leverage JPMorgan's comprehensive suite of treasury services—including cash management, liquidity optimization, payments, and foreign exchange—to deliver customized strategies that enhance operational efficiency and mitigate risks. Collaborating closely with cross-functional teams, you will analyze market trends, prepare compelling proposals, and execute sales strategies to expand our client base and deepen existing relationships, all while adhering to the highest standards of ethics and compliance. This position offers an exciting opportunity to grow your career within one of the world's most respected financial institutions. At JPMorgan Chase, we value innovation, integrity, and inclusion, providing a supportive environment where your contributions directly impact our clients and the broader community. If you are passionate about financial services and have a knack for building trust in mission-driven sectors, join us to make a meaningful difference.

Key Responsibilities

• Develop and maintain relationships with middle-market clients in healthcare, higher education, and nonprofit sectors, providing tailored treasury solutions to over 20,000 clients nationwide
• Identify client needs through consultative selling and recommend appropriate JPMorgan Chase treasury products such as liquidity management, foreign exchange, and trade finance
• Collaborate with internal teams including product specialists, credit analysts, and relationship managers to deliver comprehensive financial solutions
• Conduct market analysis and stay informed on industry trends affecting healthcare, education, and nonprofits to proactively advise clients
• Drive revenue growth by cross-selling additional JPMorgan services like investment banking and capital markets products
• Prepare and deliver presentations, proposals, and financial analyses to prospective and existing clients
• Monitor client portfolios and ensure compliance with regulatory standards and internal risk policies
• Participate in client meetings, industry conferences, and networking events to expand JPMorgan's market presence
• Track sales performance metrics and report on pipeline development to senior management
• Mentor junior team members and contribute to team training on sector-specific knowledge

Required Qualifications

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

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience working with middle-market clients in healthcare, education, or nonprofit sectors
• Familiarity with JPMorgan Chase's treasury and cash management platforms
• Previous sales experience in a banking environment with a focus on cross-selling financial products
• Knowledge of regulatory requirements specific to nonprofit and public sector financing

Required Skills

• Treasury management and cash flow optimization
• Client relationship building and consultative selling
• Financial analysis and modeling
• Knowledge of banking regulations (e.g., Dodd-Frank, HIPAA for healthcare)
• Presentation and public speaking
• Sales pipeline management and CRM tools (e.g., Salesforce)
• Risk assessment and compliance
• Negotiation and deal closing
• Market research and competitive analysis
• Team collaboration and cross-functional communication
• Proficiency in Microsoft Office Suite and financial software
• Adaptability to sector-specific challenges in healthcare, education, and nonprofits
• Strategic thinking and problem-solving
• Time management and prioritization
• Cultural sensitivity for diverse client bases

Benefits

• Competitive base salary with 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 leave, 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 select locations
• Flexible work arrangements and hybrid work options in Dallas, TX

JP Morgan Chase is an equal opportunity employer.