Chase · 1 month ago
Relationship Executive-Insurance Services-Executive Director
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid, Senior Level
$180K/yr - $260K/yr
7+ years expChase is a leading financial institution, and they are seeking an Insurance Services Executive Director to manage and expand client relationships within the Insurance Services ecosystem. This role focuses on delivering comprehensive banking solutions tailored to clients in the Insurance Services sector, while also acting as an industry expert and trusted advisor.
BankingFinancial Services
Responsibilities
Develop, manage and grow a portfolio of Insurance Services target companies across the Midwest and more broadly as connectivity permits
Originate new business through proactive outreach, industry networking, and participation in insurance sector events
Structure and deliver credit solutions, such as acquisition financing, dividend recapitalization and related strategic needs
Advise clients on treasury management, payments, and liquidity solutions tailored to the Insurance Services industry
Collaborate with product partners (Investment Banking, Private Banking, Capital Markets, Credit Risk, Treasury Services, Global Banking, etc.) to deliver integrated, client-focused solutions
Analyze financial statements, assess creditworthiness, and prepare and present credit proposals
Monitor portfolio performance, manage risk, and ensure compliance with regulatory and internal policies
Stay current on insurance industry trends, regulatory changes, and market developments
Represent JPMorgan Chase at industry conferences, client meetings, and community events to enhance the bank’s profile in the Insurance Services sector
Provide thought leadership and insights to clients and internal teams on Insurance Services industry best practices
Support generalist bankers in their marketing and client management efforts within Insurance Services across the Midwest Segment through partnership and collaboration to leverage local delivery of banking coverage with industry expertise
Qualification
Required
Seven plus years of experience in commercial banking, with a focus on Insurance Services, financial institutions, or specialty finance
Deep understanding of the Insurance Services industry, including business models, regulatory environment, and market trends
Strong credit analysis, financial modeling, and deal structuring skills
Proven track record of business development and relationship management
Excellent communication, negotiation, and presentation skills
Ability to work collaboratively across teams and influence outcomes
FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred
Bachelor's degree and formal credit training
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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