Relationship Executive - Insurance Services Discipline - Executive Director (San Francisco)

You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Relationship Executive is for you. As a Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team, your role is to act as an “individual contributor” to the firm, working with the team’s Managing Director and Insurance Services teammates to grow the business profitably. You will work directly with the Managing Director to evolve the discipline’s strategy and partner with your Insurance Services teammates to execute our strategy. As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Commercial & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers. And you will play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners. Job Responsibilities:Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders Provide guidance to and partner with Insurance Services teammates to aid in their development and advance discipline objectives Development and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sector Manage detailed client and prospect prioritization lists for each sub-sector Maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firmDevelopment and management of Salesforce Dashboard to monitor and report discipline activities Travel to top markets for in-person banker training and business development meetings with clients and prospects Required Qualifications, Capabilities and Skills:Advanced knowledge of Insurance Services business model Seven plus years direct lending or credit support related experience, with a focus on business relationships Advanced knowledge of Salesforce CRM system Advanced understanding of Commercial Banking credit and treasury products Strong oral and written communication skills Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding goals; proven top individual contributor Sales management and business development skills FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills:Master’s degree and formal credit training preferred Strong creative solution and problem solving abilities Proficiency in building and maintaining positive stakeholder relationships Proven ability to self-start and complete complicated projects 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-06-03