Relationship Executive - Applied Technology Banking - Executive Director (San Francisco)

JPMorgan Chase & Co.
San Francisco, CA

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.

As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world-changing technologies across robotics, space, quantum computing, and semiconductors, you will support the growth of founders innovating at the intersection of hardware and software.

The Applied Technology team is part of Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be the focal point of client acquisition and ongoing relationships with the worlds most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.

Job Responsibilities

  • Demonstrate the ability to build a brand within your market that represents Technology banking as the Leading Innovation Economy bank serving the best and most diverse clients.
  • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments.
  • Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development.
  • Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately.
  • Be passionate about innovation, the start-up ecosystem, and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships.

Required Qualifications, Capabilities, and Skills

  • 8+ years of related experience.
  • Strong understanding of Commercial Banking products and services.
  • Understanding and interest in high-growth software, payments, e-commerce, and marketplaces.
  • Excellent sales management and business development skills.
  • Proficiency in building and maintaining positive client relationships.
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships with senior business and control partners.
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done.
  • FINRA Series 79, 63, and Securities Industry Essentials licenses required or must be obtained within 180 days of hire.

Preferred Qualifications, Capabilities, and Skills

  • Bachelors degree and formal credit training preferred.
  • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers.

FEDERAL DEPOSIT INSURANCE ACT :

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chases review of criminal conviction history, including pretrial diversions or program entries.

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Posted 2025-08-23

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