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CIB – Investor Services Sales – Insurance Sector Client Executive – VP/ED

Req #: 170067280
Location: New York, NY, US
Job Category: Investment Banking
Potential Referral Amount: 0 US Dollar (USD)
About J.P. Morgan Corporate & Investment Bank

J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across Banking, Markets and Investor Services. Top global corporations, governments and institutions trust us with their business in more than 100 countries. With over $20 trillion of assets under custody and $400 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

J.P. Morgan Investor Services combines Custody & Fund Services, Financing & Prime Brokerage, Clearing, Collateral Management and Agent Lending under a common umbrella. These businesses occupy top-tier competitive positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities. Investor Services employs more than 14,000 people around the world and generates more than $6 billion in annual revenue.

As a Client Executive within the Insurance and GSE client segment, you will be responsible for managing existing relationships as well as developing new ones. Key drivers for performance in this role include sales and client management, financial performance and risk management and compliance.

In this capacity, the primary responsibilities will include the oversight of core products within Investor Services for the spectrum of Insurance clients (life, P&C, health, reinsurance), their affiliated asset managers, and government sponsored enterprises. The candidate will target new sales prospects and defend and grow revenue with existing clients.

Core responsibilities include:
• Proactively managing client relationships through a strategic and consultative sales approach;
• Being accountable for commercial relationships in Investor Services which includes contract negotiations, pricing/billing and revenue tracking and forecasting;
• Gaining an in-depth understanding of client operational processes and challenges in order to strategically position JPMorgan as best-in-class service provider;
• Working effectively with internal partners in product management, implementation, client service, legal, operations and technology to execute flawlessly for clients;
• Identifying, pricing and winning new business based on knowledge of a client’s current and future requirements;
• Managing the client's and J.P. Morgan’s risk through frequent operational touchpoints and escalation governance;
• Developing and maintaining industry and market expertise to maximize the client's business strategy;
• Providing frequent updates to clients on developments in the regulatory environment and technological landscape;
• Working across markets, banking and asset management to pursue opportunities for the IS business as well as generating cross-sell opportunities for other lines of business;



An ideal candidate has several years of global custody, fund administration and accounting, investment operations or product management experience.

In addition, the candidate should meet most of the following criteria:
• Possess strong client-facing skills able to interact at all levels of a client organization (operations to C-suite);
• Possess strategic, creative and problem solving skills as well as solid written and verbal communication skill;
• Possess a working knowledge of J.P. Morgan’s Investor Services product offering;
• Solid understanding of financial markets and products including traditional asset classes and alternative products;
• Have an understanding of the insurance and asset management industries;
• Be proficient in building and maintaining positive client relationships;
• Demonstrate capability to identify and close sales opportunities through an active client calling effort and partnership with Product teams;
• Demonstrate excellent time management, organizational, team building and planning skills;
• Have strong quantitative and analytical skills with a solid understanding of financial markets;
• Active holder of the FINRA Series 7 and 63 securities licenses;

MBA graduates or CFA charterholders are preferred, as are candidates with suitable management and/or financial markets experience
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase & Co. is an Equal Opportunity and Affirmative Action Employer, M/F/Diversity/Veteran
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