Relationship Executive - Insurance Services Discipline - Executive Director
JP Morgan Chase
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
- ...focused, enjoy building relationships and providing... ...role as a Relationship Executive is for you.As a Relationship... ...Banking products and services Understanding and... ...and control partners Disciplined pipeline management and... ...DEPOSIT INSURANCE ACT: This position is...Suggested
- ...focused, enjoy building relationships and providing... ...role as a Relationship Executive is for you. As a Relationship... ...Banking products and services Understanding and... ...control partners Disciplined pipeline management and... ...FEDERAL DEPOSIT INSURANCE ACT: This position is...Suggested
- ...this role is an excellent fit for you.As an Executive Director, Relationship Management Director, within Merchant Services, you will lead a team of Relationship Managers... ...SkillsCPFPP accreditation welcomedFEDERAL DEPOSIT INSURANCE ACT:This position is subject to Section 19 of...SuggestedContract work
$250k - $350k
Regional Growth Executive - Insurance Services Full-time Job Location Type : Remote Department: Building Consulting Compensation: USD 250,000 - USD 350,000 - yearly The Company Are you looking to join an organization that is growing and dynamic? What about a high...SuggestedFull timeWork at officeRemote workFlexible hours- ...Executive Director, Legal & Advocacy Services About the Company Well-established organization providing legal services to individuals with mental... ...a dedicated team, as well as build and maintain relationships with various stakeholders. A background in law, social...Suggested
- ...proven leader, enjoy building relationships, and providing support to... ...cash management products and services and expert knowledge of business... ..., and consistently use a disciplined process to manage time; use... ...and PowerPointFEDERAL DEPOSIT INSURANCE ACT:This position is subject...Work at officeLocal area
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...Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and... ...growth for its ServiceNow Service Line across Financial... ...revenue targets and managing a disciplined sales pipeline and forecast...Local area- You are customer focused, enjoy building relationships and providing financial advice to your... .... A role as a Government Relationship Executive is for you. As a Relationship Executive... ...Understanding of Commercial Banking products and services Knowledge of the local market Ability...Local area
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...are currently looking for a Executive Underwriter to join our San... ...standards regarding pricing and servicing.Participate in product line... ...utilize strategically based relationships and expertise to navigate... ...Chubb is a world leader in insurance. With operations in 54 countries...Local area$100k - $165k
The Commercial Insurance Division is seeking to fill an Executive Property Underwriter position in the Pacific North... ...of core commercial products and services for new and existing... ...terms and service deliveryBuild relationship with agents/brokers to meet or exceed...Local area- ...proven leader, enjoy building relationships, and providing support to... ...cash management products and services and expert knowledge of business... ..., and consistently use a disciplined process to manage time; use... ...PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject...Work experience placementWork at officeLocal area
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Job Overview The Executive Director, Data Strategy, AI & Collaboration is... ...components — that enables self‑service analytics and supports both... .... Own the budget, vendor relationships, and contract governance... ...or a related quantitative discipline. Advanced degree (M.S., Ph...Contract work- ...Managing Director, Executive Recruiting About the Company International... ...Consulting & Professional Services Information Technology &... ...real estate insurance dei culture and leadership... ...long-term approach to client relationships. Candidates for this role at...
- ...Chief Executive Officer (CEO) About the Company Ambitious private... ...Finance Financial Services Venture Capital Financial... ...Financial Contracts Investing Insurance Consulting & Professional... ...insight, and customer relationships. This partnership is...
- ...and 20 offices.As an Executive Director, Lending Specialist... ...solutions, and ensuring disciplined execution that... ...deepening existing relationships, and championing the... ...product, operations, and service to resolve... ...the Federal Deposit Insurance Act. As such, an employment...
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...Underwriting Specialist OR Executive Underwriter, Large... ...a high level service to customers. This is... ...rating manual rules, and insurance laws and regulations.... ...Develop and maintain relationships with distributors (agents... ...Recruiter Tag: #LI-BN1 #LI-DIRECTOR #LI-HYBRIDTemporary workWork at officeLocal areaFlexible hours3 days per week$122k - $240.5k
...Platforms Team is comprised of professional relationship managers, marketers, and architects... ...fit for our Specialized Relationship Executive role for the Supply Chain cluster. You... ...milestones. Pipeline & Pursuits: Lead disciplined pipeline shaping and co-sell attribution...Local area$90k - $110k
...full breadth of benefits, products, and services that Morgan Stanley has to offer to... ...of our culture.Position Summary: The Executive Relationship Manager (Executive RM) is the face of... ...Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans,...Temporary workLocal areaWorldwide- A leading financial institution in San Francisco seeks a Relationship Executive - Government Banking. This role involves building client relationships and providing financial advice while delivering value-added solutions. Applicants should have over seven years of experience...
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Leadership Advisory Services, Executive Search Join to apply for the Leadership Advisory Services, Executive Search role at Egon Zehnder .... ...Exceptional written and oral communication skills Ability to build relationships and influence remotely Strong interpersonal skills for...Work at officeLocal areaRemote work$95k
...Population Health Integration for Efficient Service Delivery | FUSE Executive Fellowship Priority application... ...projects. They build strong relationships with a broad array of stakeholders,... ...Project Supervisor - Hillary Kunins, Director of Behavioral Health Services, SF Department...Full timeLocal areaShift work$140k
...Role We are looking for an Executive Director to lead the organization into... ..., and strong operational discipline while also serving as a compelling... ...partnerships Build strong relationships with donors, partners, and... ..., including providers and services Experience working with or...Full time- Relationship Executive - Life Sciences Banking We are looking for a customer‑focused professional who... ...of Commercial Banking products and services. Excellent sales management and business... ...to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent...
- ...Officer Do you enjoy building relationships and proving treasury... ...team, you will specialize in Insurance while also serving a diversified... ...traditional Treasury Services, Merchant Services, Trade &... ...Demonstrated account planning and execution skills. ~ Creative solution...
$100k - $125k
...Struggles is the world’s foremost advisor on executive leadership, driving superior client... ...human capital leadership advisory services. For more than 70 years, we’ve delivered... ...requirements; developing the candidate relationship; and candidate referencing. An integral...ApprenticeshipWork experience placementWork at office$100k - $125k
...Struggles is the world’s foremost advisor on executive leadership, driving superior client... ...human capital leadership advisory services. For more than 70 years, we’ve delivered... ...candidates to clients; manage candidate relationships throughout the entire search life cycle...ApprenticeshipWork experience placementWork at office$132.2k - $257.1k
...business opportunities and servicing an existing book by providing... ...in support of the successful execution of territorial strategic... ...to maintain & grow existing relationships, assist with geographical expansion... ...ARM. Extensive Ocean Cargo insurance underwriting experience,...Work at officeFlexible hours$153.25k - $276.85k
Executive Underwriter - Natural Resources We are looking for an Executive... ...’ll be part of a dedicated insurance team serving the Natural... ...’ll bring your established relationships with brokers and insureds to... ...excellent customer service, technical knowledge and support...Work at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Executive Director, Patient Support Services About the Company Late-stage clinical biopharmaceutical company Industry Biotechnology Type Public Company Founded 2019 Employees 51-200 About the Role The Company is seeking an Executive Director...
$22 - $25 per hour
...Executive Services Consultant We have a dynamic opportunity to be the face of CIBT, working... ...candidate is a self-motivated and self-disciplined individual who can coordinate with multiple... ...) ~ Medical, Dental, and Vision Insurance ~401(k) Retirement Plan with Company...Hourly payFull timeTemporary workWork at officeLocal areaRemote workWork from homeWorldwideHome officeWork visaFlexible hoursShift work
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