Workplace Solutions, Senior Business Development Executive - Private Markets

Location: United States

Job Family: Sales New Business Development

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. Join our Workplace Solutions team as a Senior Business Development Executive specializing in Private Markets, where you will play a pivotal role in expanding our offerings in alternative investments for workplace retirement plans. This position is ideal for a seasoned sales professional passionate about driving new business in the dynamic financial services landscape, leveraging JP Morgan's unparalleled resources to deliver sophisticated private equity, private credit, and other alternative asset solutions to institutional clients and plan sponsors across the United States. In this high-impact role, you will spearhead the identification and cultivation of new opportunities within the private markets segment, collaborating closely with cross-functional teams to craft tailored investment strategies that enhance client portfolios. Your days will involve engaging with senior executives at Fortune 500 companies, conducting compelling market analyses, and navigating complex sales cycles to secure multimillion-dollar commitments. With a focus on innovation and integrity—core values at JP Morgan—you will ensure all activities align with regulatory standards while contributing to the firm's mission of empowering clients to achieve their financial goals in an ever-evolving market. We seek individuals who thrive in a collaborative, results-oriented environment and are committed to excellence in financial advisory. As part of JP Morgan Chase's Workplace Solutions division, you will have access to cutting-edge tools, extensive training, and a supportive network that fosters professional growth. This role offers the chance to make a meaningful impact on how organizations approach retirement investing, positioning JP Morgan as the trusted partner in private markets. If you are ready to elevate your career while helping shape the future of workplace solutions, we invite you to bring your expertise to our team.

Key Responsibilities

• Identify and pursue new business opportunities in private markets for workplace retirement plans and institutional clients
• Build and maintain relationships with key decision-makers at corporations, plan sponsors, and financial advisors
• Develop and execute targeted sales strategies to drive adoption of JP Morgan's private market investment solutions
• Conduct in-depth presentations and product demonstrations highlighting the value of alternative investments in diversified portfolios
• Collaborate with internal teams, including investment management and product specialists, to tailor solutions for client needs
• Analyze market trends and competitive landscapes to position JP Morgan's offerings effectively
• Manage the full sales cycle from lead generation to deal closure and onboarding
• Track and report on business development metrics, pipeline progress, and revenue targets
• Stay abreast of regulatory changes and industry developments to ensure compliant sales practices
• Mentor junior team members and contribute to the overall growth of the Workplace Solutions team

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7-10 years of experience in business development or sales within the financial services industry, with a focus on private markets or alternative investments
• Proven track record of closing high-value deals in workplace retirement plans or institutional investment solutions
• Deep knowledge of private equity, private credit, and other alternative asset classes
• Strong understanding of regulatory requirements in the financial services sector, including SEC and ERISA compliance
• Excellent communication and presentation skills with the ability to engage C-suite executives
• Willingness to travel up to 50% for client meetings and industry events

Preferred Qualifications

• MBA or advanced degree in Finance or Economics
• Experience working at a major financial institution like JP Morgan Chase or a competitor in asset management
• Series 7 and 63 licenses or equivalent certifications in investment advisory
• Prior success in expanding client portfolios in the defined contribution or workplace solutions space
• Familiarity with JP Morgan's Workplace Solutions platform and investment products

Required Skills

• Expertise in private markets and alternative investments
• Strong sales acumen and negotiation skills
• Proficiency in financial modeling and portfolio analysis
• Excellent verbal and written communication
• Relationship-building and stakeholder management
• Strategic thinking and market analysis
• CRM software proficiency (e.g., Salesforce)
• Presentation and public speaking abilities
• Regulatory compliance knowledge in finance
• Team collaboration and leadership
• Data-driven decision-making
• Adaptability to fast-paced environments
• Customer-centric problem-solving
• Time management and prioritization
• Technical knowledge of retirement plan structures

Benefits

• Competitive base salary with performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to JP Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Flexible work arrangements and remote work options where applicable

JP Morgan Chase is an equal opportunity employer.