Relationship Executive - Global Banking - Venture Capital Coverage Team, Technology Coverage - Executive Director

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Category:
Relationship Manager

Job Schedule:

Full time

Posted Date: T16:54:25+00:00

Job Shift: Day

Base Pay/Salary:
San Francisco,CA $-$

Relationship Executive
- Global Banking
- Venture Capital Coverage Team, Technology Coverage, Executive Director

The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies.

Role Summary

* Lead coverage of Technology-focused venture capital firms as a Executive Director within JPMorgan Chase's Global Banking, partnering across the Commercial & Investment Bank, Private Bank, Credit, and Global Technology to deliver the full J.P. Morgan platform to VC firms, General Partners, and portfolio companies across the lifecycle.

* Champion a culture of innovation and client-centricity; stay current on industry trends to identify opportunities for innovation, strategic partnerships, and improved client outcomes.

* Drive operating excellence by leveraging automation and existing technical infrastructure to scale coverage and efficiency, while embracing new technologies.

Key Responsibilities

* Relationship leadership

* Expand senior relationships with Technology-focused VC firms (GPs, firm leadership, Partners) across the US; serve as a strategic advisor on exit pathways, venture debt, and capital markets readiness for portfolio companies.

* Mobilize internal networks and firmwide resources to deepen client relationships and deliver integrated solutions.

* Origination and advisory

* Apply prior Technology IB expertise to identify and originate multi-product solutions: M&A advisory, equity (IPO, follow-on, convertible), debt (IG/HY/DCM), private capital and venture/growth financing.

* Provide sector-specific strategic insights and content (valuation, market updates, precedents, comparables) across enterprise/cloud, internet/consumer tech, fintech, AI, and applied technology.

* Demonstrate disciplined sales management: pipeline development, forecasting, and consistent attainment of revenue and origination goals.

* Cross-platform partnership

* Orchestrate cross-sell across Investment Banking, Markets, Commercial Bank (credit, treasury, payments), and the Private Bank.

* Risk, controls, and franchise stewardship

* Uphold regulatory, control, suitability, and reputational risk standards; ensure KYC/AML completeness; maintain strong CRM hygiene.

* Contribute to team development, mentorship, and a disciplined operating cadence.

* Operating excellence

* Demonstrate strong organization and prioritization under pressure; adapt to changing business priorities and multitask effectively.

Required Qualifications , Capabilities, and Skills

* Bachelor's degree required; formal credit training strongly preferred.

* 10+ years of relevant banking/coverage experience, including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A and capital markets and engaging at the C-suite/board level.

* Deep Technology sector expertise with strong corporate finance knowledge across M&A, ECM, DCM, private capital; familiarity with venture/growth structures (convertibles, preferred equity, venture debt).

* Proven ability to originate, lead, and execute complex, multi-product transactions; consistent record of meeting/exceeding sales and business development goals.

* Strong experience with banking products for VC firms and their portfolio companies; ability to mobilize internal networks and resources across lines of business.

* Excellent verbal and written communication, content creation, and presentation skills; strong interpersonal and influencing skills with senior business and control partners.

Preferred Qualifications , Capabilities, and Skills

* Completion of a recognized IB analyst/associate program or bank credit training program; MBA or advanced degree preferred.

* Strong regulatory and control knowledge; disciplined pipeline management and operating cadence; self-directed, proactive, and creative problem-solving with sound judgment in ambiguity.

* Established network within Technology VC, growth equity, and entrepreneur ecosystems; VC-focused product familiarity preferred; thought leadership presence a plus.

* Exceptional organizational skills with ability to prioritize under tight deadlines.

Licensing and Regulatory

* FINRA Series 79 and 63 required; unlicensed candidates will be considered and must obtain within 90 days of start date to remain in the role.

* FINRA Series 24 required or must be obtained within 180 days of hire if supervisory responsibilities or role scope necessitate it.

* This position is subject to Section 19 of the Federal Deposit Insurance Act; employment contingent upon JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.