Transaction Development - Global Banking - Executive Director, Southwest Region & Technology Sector

JPMorgan Chase • Dallas, TX • 19h ago

Join J.P. Morgan's Global Banking team as an Executive Director in Transaction Development, where you will play a pivotal role in driving our focus on private capital markets. This is your opportunity to lead strategic initiatives, foster key relationships, and propel impactful growth within a dynamic and supportive environment.

As an Executive Director in Transaction Development within Global Banking, you will co-cover our efforts across the Southwest region and our national practice for the Technology industry vertical.

You will engage with private business owners, providing strategic advice on growth and ownership transition, while connecting them with potential investors.

Your role will be crucial in bridging relationships between various client segments of the Commercial & Investment Bank, by leveraging J.P. Morgan's extensive network and resources to position the firm as a strategic advisor.

The Transaction Development team interfaces across the Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses up to $100 million in EBITDA.

By partnering with sponsor coverage and industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A and other private capital transaction scenarios from the firm's wholesale client base.

Job Responsibilities:

Co-cover client engagement responsibilities for the Southwest region and Technology industry vertical.

Engage in strategic dialogue with private business owners on growth and ownership transition.

Facilitate targeted introductions to potential investors.

Collaborate with sponsor coverage and corporate and investment bankers to track investment strategies of priority investor clients.

Produce buyer intelligence for J.P. Morgan-led M&A and private placement processes.

Conduct persistent internal marketing to commercial and private bankers to source new opportunities.

Required Qualifications, Capabilities, and Skills:

Minimum of 10 years of experience in private capital market roles, including advisory, industry / sponsor coverage, or private equity.

Proficiency in transaction dynamics, including valuation and deal structuring.

Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.

Executive presence with internal senior stakeholders and CEOs/business owners.

Preferred Qualifications, Capabilities, and Skills:

Self-starter with adaptability to evolving needs and situations.

Client-centric mindset with a focus on delivering the best solutions.

Independent producer skilled at identifying and cultivating opportunities.

Proven connector who can work across business functions and navigate complex organizations.

Strong project management skills with the ability to manage competing priorities.

Proficiency in Microsoft Office and digital/AI tools for efficient work.

Strong verbal and written communication and presentation skills.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Denver,CO $190,000.00 - $275,000.00 / year

Similar Jobs

Accounting Manager, Corporate Accounting

Vistra • Irving, TX • 13h ago

Finance, Accounting & Banking

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply o...

13h ago

Go to Apply

Staff Accountant - Shared Services Center

Omni Hotels • Dallas, TX • 14h ago

Finance, Accounting & Banking

Overview Omni Hotels and Resorts creates genuine, authentic guest experiences at 60 distinctive luxury hotels and resorts in leading business gateways and leisure destinations across North America. Omni Hotels is known f...

14h ago

Go to Apply

Lead Finance Analyst - Chief Operating Office Technology Finance

Wells Fargo • Irving, TX • 14h ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Lead Finance Analyst reporting to a Finance leader in Chief Operating Office (COO) Technology Finance. In this role, you will: Prepare strategy and financial presentations and na...

14h ago

Go to Apply

Accounting Manager

DataBank Holdings, LTD • Dallas, TX • 17h ago

Finance, Accounting & Banking

Position: Accounting Manager Job Duties: Responsible for managing regular financial statements, including supporting schedules and transactional activities while ensuring accurate and relevant information is provided to...

17h ago

Go to Apply

Accountant

Northrop Grumman • Irving, TX • 17h ago

Finance, Accounting & Banking

RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: None TRAVEL: No Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's...

17h ago

Go to Apply

Accountant II

DALLAS ISD • Dallas, TX • 17h ago

Finance, Accounting & Banking

Serve as a member of the financial services team of the $2 billion Dallas ISD to monitor complex accounts from supporting data to General Ledger. Review all accounting transactions and back up for the funds managed by th...

17h ago

Go to Apply

General Accountant

Marriott • Irving, TX • 18h ago

Finance, Accounting & Banking

Additional Information Job Number 25122512 Job Category Finance & Accounting Location The Westin Irving Convention Center at Las Colinas, 400 W Las Colinas Blvd, Irving, Texas, United States, 75039VIEW ON MAP ( https...

18h ago

Go to Apply

Senior Commercial Banking Portfolio Manager

Wells Fargo • Dallas, TX • 18h ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to join our Credit Execution Market Coverage team as part of Commercial Banking. Learn more about the career areas and business divisi...

18h ago

Go to Apply

Corporate & Institutional Banking (C&IB) Development Program Analyst/Associate - PNC Real Estate

PNC • Dallas, TX • 18h ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

18h ago

Go to Apply

Corporate & Institutional Banking (C&IB) Development Program Analyst/Associate - Agency Finance

PNC • Dallas, TX • 19h ago

Finance, Accounting & Banking

19h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.