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Executive Director – Treasury Strategy & Solutions Delivery - Corporate Client Banking - Commercial Bank

Job Description

Executive Director – Treasury Strategy & Solutions Delivery

Corporate Client Banking - Commercial Bank
JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.


Commercial Banking Overview

Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue ranging from $20 million to $2 billion. We provide a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and access to the investment services of J.P. Morgan.


Commercial Banking Treasury Service

Treasury Services (TS) delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.


Executive Director – Treasury Strategy & Solutions Delivery

As Executive Director – Treasury Strategy & Solutions Delivery will engage with clients ($500 to $2 billion in revenues) to lead strategic discussions focused on structuring efficient technology solutions that will enable them to develop greater automation within their treasury operations by leveraging in-house technology platforms, third party solutions, and connectivity with J.P. Morgan.


This role will lead client and internal discussions around the following areas

  • Interviewing client staff (technology and business SME) about their existing technology framework to gain a detailed understanding of capabilities and limitations (ex. Treasury Management Systems (TMS), Enterprise Resource Planning (ERP), A/P and A/R Platforms)
  • Developing compatible options on methods for connectivity and integration with the Bank for complex solutions (such as integrated payables and receivables) that interface with various banking products
  • For specific projects develop estimates for timelines, resource requirements, and approximate effort (man hours).  
  • Provide input into the cost/benefit analysis for technology component in client opportunities
  • Provide guidance on newer communication methods and integration protocols, such as API’s, industry standards (ISO XML, SWIFT, SEPA, etc), and proprietary formats
  • Partner with our product and strategy teams on product enhancements and development

The Solutions team is charged to work with client coverage team to establish a platform for consultative discussions resulting in complex Treasury solutions delivery that support the client's business goals while growing and retaining revenue for the bank.


Executive Director – Treasury Strategy & Solutions Delivery you may also be asked to promote J.P. Morgan’s thought leadership by speaking at industry conferences and client events as appropriate.


Responsibilities include, but are not limited to:

  • Structure innovative and customized technology solutions for our most complex client needs that meet J.P. Morgan highest standards
  • Deliver to the client and relationship team high quality, persuasive deliverables that enhances our value proposition and helps alleviate any technology objections or concerns clients may have
  • Keep current on the latest versions of technology platforms (ERP, TMS, FinTechs, etc.) and how they impact our clients
  • Participate in extensive client calling, mostly in the U.S., as required by the IPS, TMO and banker teams
  • Provide assistance with client preparation, including pre-call coordination and discovery and post call follow-up and execution
  • Develop peer benchmarking and industry best practices and collaborate with our marketing team to deliver client facing collateral associated to these areas
  • Assist in training TMOs and bankers as required, on how best to position J.P. Morgan’s within a client’s technology environment
  • Manage issue reporting; risks, dependencies, and planning gaps to resolve issues
  • Practice Management - Continuously work to improve existing processes and procedures while fostering the growth of junior team members

  • Requires a BA/BS degree preferably with some technical focus
  • Requires 7+ years of technical consulting (preferably in ERP/TMS or similar area), relationship management,  and/or treasury consulting or sales experience
  • Deep understanding of the technology aspects of cash management including;
    • Treasury Management (TMS), Enterprise Resource Planning (ERP), Accounts Payable and Receivable systems, and emerging Fintech platforms
    • Understanding of connectivity (SFTP, HTTPS, etc.) and communication (API, ISO XML, proprietary formats)  
  • Must possess strong leadership skills and be very proactive in approach
  • Demonstrate excellent executive skill set; strategic thinking, negotiation skills, verbal and written communication, time management, organizational, and influencing skills
  • Demonstrate success as a leader within a complex matrix environment: influential partner who can lead and mobilize internal and client technology functions
  • Demonstrate strong oral and written presentation skills and ability to present to large groups and executive management
  • Visible thought leader with the treasury technology community
  • Ability to work independently and with all levels of the organization to facilitate the negotiation of critical technology matters on behalf of the client relationship team
  • Demonstrate success managing a virtual team where success is achieved through influence vs. direct reporting relationship
  • Strong commercial judgment

Req #: 180036883
Location: New York, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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