JPMorganChase · 5 hours ago
Relationship Executive-Insurance Services-Executive Director
Chicago, IL
Full-time
Onsite
Mid, Senior Level
7+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. They are seeking an Insurance Services Executive Director to manage and expand client relationships within the Insurance Services ecosystem, focusing on delivering comprehensive banking solutions tailored to clients' needs.
Asset ManagementBankingFinancial 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Private Banker International
2026-01-19
2026-01-17
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