Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director at JPMorganChase | Chicago, IL | $152K/yr – $225K/yr

JPMorganChase

Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director

Chicago, IL (Unknown)

$152K/yr – $225K/yrDirector/Executive5+ years expFull time

Posted 7 weeks ago

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Job Summary

Own the insurance subsector relationship program, coordinating across marketing, training, and banking to win national opportunities and translate client needs into JPM Payments solutions.

Sales Alignment: Own national insurance relationships and drive multi product treasury opportunities through executive engagements.
Growth Infrastructure: Represent the client perspective to product and compliance teams, shaping complex solutions and delivery.
Market Insights: Track industry trends and competitive landscape to identify cross-sell opportunities and inform strategy across lines.

Job Description

Responsibilities

Develop and grow relationships with insurance clients, understanding their unique business models, regulatory environment, and payment needs.
Identify and pursue new business opportunities within the insurance sector, leveraging industry insights to position J.P. Morgan Payments solutions.
Stay informed on insurance industry trends, challenges, and competitive landscape to effectively advise clients and drive sales.
Act as “National Champion” for the Insurance Subsector, partnering across marketing, training and banking to develop insurance-specific marketing, build knowledge-sharing forum and provide secondary coverage on the largest national insurance opportunities.
Deepen and grow existing market relationships across a broad range of industries developing new profitable business from prospective clients
Engage J.P. Morgan Payments Solutions, Bankers, and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework.
Partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions ensuring compliance and optimizing delivery.
Understand clients' business goals, environments, strategies, and industry trends to determine requirements and identify new business opportunities for J.P. Morgan Payments.
Manage client visitation and contact, promoting sales through frequent meetings and discussions covering new products, market, and industry developments.
Lead proposal writing and manage the entire sales process, including competitive RFIs/RFPs.

Requirements

5+ years of cash management, sales, and relationship management experience with exposure to insurance and diversified industries.
Strong knowledge and understanding of Payments products, including traditional Treasury Services, Merchant Services, Trade & Working Capital, and Commercial Card.
Competence in assessing new opportunities and contacting key decision makers.
Demonstrated account planning and execution skills.
Creative solution and problem-solving abilities.
Excellent verbal and written communication skills, as well as negotiation skills.
Proven ability to build and develop relationships across multiple sectors.
Superb attention to detail and time management skills.
Understanding of Compliance and KYC processes.
Effective collaboration, relationship-building, and interpersonal skills.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

JPMorganChase

4.0 Glassdoor

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

New York, New York, USA

219K employees (4,490 in marketing)

www.jpmorganchase.com

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