Vice President, B2B Client Solutions Specialist

Location: Chicago, IL, United States

Job Family: Client Solutions

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus, serving corporations, governments, and institutions worldwide. As a Vice President, B2B Client Solutions Specialist in our Chicago office, you will play a pivotal role in the Client Solutions team, driving the creation and delivery of customized financial solutions for business-to-business clients. This position requires a blend of strategic thinking, deep industry knowledge, and collaborative leadership to help clients navigate complex financial challenges using our world-class products in commercial banking, treasury services, and capital markets. Reporting to the Head of Client Solutions for the Midwest region, you will thrive in a dynamic environment where your expertise directly impacts client satisfaction and firm revenue growth. Your primary focus will be on leading solutioning efforts, partnering with Sales teams to translate client requirements into actionable, value-driven product recommendations. You will collaborate with internal stakeholders across Product, Technology, Risk, and Compliance to design and implement tailored solutions that address B2B needs, such as cash management, trade finance, and liquidity optimization. By leveraging JP Morgan Chase's extensive platform and data analytics capabilities, you will identify opportunities to enhance client outcomes, ensuring solutions are scalable, secure, and compliant with industry regulations. This role demands a client-centric approach, where you will engage directly with senior executives to build lasting relationships and position JP Morgan Chase as their trusted partner in financial innovation. In addition to core solutioning responsibilities, you will contribute to strategic initiatives by analyzing market trends, competitive landscapes, and client feedback to refine our B2B offerings. Success in this role will be measured by your ability to drive adoption of new solutions, achieve revenue targets, and foster a culture of excellence within the team. JP Morgan Chase values diversity and inclusion, offering a supportive environment with opportunities for professional growth and impact on a global scale. If you are passionate about financial services and excel at delivering results in a high-stakes setting, join us in Chicago to shape the future of B2B client solutions.

Key Responsibilities

• Lead the development and solutioning of tailored B2B product offerings, collaborating closely with Sales teams to align solutions with client needs
• Act as a key advisor to clients, providing expertise on JP Morgan Chase's suite of commercial banking, treasury, and capital markets products
• Facilitate cross-functional partnerships across Product, Technology, and Compliance teams to deliver innovative, client-centric solutions
• Drive the end-to-end client engagement process, from needs assessment to solution implementation and ongoing support
• Analyze market trends and client feedback to recommend enhancements to existing B2B solutions, ensuring competitive positioning
• Support revenue growth initiatives by identifying upsell opportunities and customizing solutions for mid-to-large enterprise clients
• Ensure all solutions adhere to JP Morgan Chase's risk management and regulatory standards, mitigating potential compliance risks
• Mentor junior team members and contribute to the strategic direction of the Client Solutions team in Chicago
• Present solution proposals to senior stakeholders and clients, leveraging data-driven insights to demonstrate value
• Monitor solution performance post-implementation, iterating based on KPIs and client satisfaction metrics

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree (MBA) preferred
• Minimum of 7-10 years of experience in financial services, with a focus on B2B client solutions or product management
• Proven track record in leading cross-functional teams to deliver client-centric solutions in a banking or capital markets environment
• Deep knowledge of commercial banking products, treasury services, and payment solutions offered by JP Morgan Chase
• Strong understanding of regulatory requirements in the financial services industry, including compliance with SEC, FINRA, and Dodd-Frank regulations
• Experience in client relationship management within B2B segments, demonstrating ability to drive revenue growth
• Excellent communication and presentation skills, with experience interfacing with C-suite executives

Preferred Qualifications

• CFA, FRM, or equivalent certification in finance or risk management
• Prior experience at a Tier 1 investment bank or global financial institution like JP Morgan Chase
• Familiarity with digital transformation initiatives in B2B financial solutions, such as API integrations and fintech partnerships
• Background in sales enablement or solution architecture within corporate and investment banking
• Mastery of data analytics tools for client insights and solution optimization

Required Skills

• Expertise in financial product solutioning and B2B client advisory
• Strong analytical skills for market and client data interpretation
• Proficiency in Microsoft Office Suite, including advanced Excel for financial modeling
• Knowledge of CRM systems like Salesforce for client management
• Understanding of treasury management systems (TMS) and payment platforms
• Excellent verbal and written communication for stakeholder engagement
• Project management abilities, including Agile methodologies
• Risk assessment and compliance acumen in financial services
• Collaborative teamwork in fast-paced, matrixed environments
• Strategic thinking for innovation in client solutions
• Presentation skills for executive-level pitches
• Data visualization tools like Tableau or Power BI
• Negotiation and influence in client-facing scenarios
• Adaptability to evolving regulatory and market landscapes
• Leadership in guiding cross-functional initiatives

Benefits

• Competitive base salary and performance-based annual bonus, aligned with JP Morgan Chase's total rewards philosophy
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave, plus company holidays
• Professional development opportunities through JP Morgan Chase's internal training programs and tuition reimbursement
• Wellness programs including gym memberships, mental health support, and employee assistance services
• Flexible work arrangements, including hybrid options for Chicago-based roles
• Stock purchase plan and employee stock ownership opportunities within the firm

JP Morgan Chase is an equal opportunity employer.