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Senior+
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Cardwell Beach
Business Development Executive
Dallas, Texas, United States · Remote Solely
$25/hr–$45/hr
Entry level
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Regional Manager - Orthopaedic Instruments - South Central
Dallas, Texas, United States · Remote OK
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$170k–$285k/yr
Full-time
bachelor degree
Comprehensive Health Care Coverage, On-site Health And Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support
Posted 20d ago
Apply by Jul 16
~40 hrs/week
Responsibilities
Advise Private Equity and Venture Capital firms on banking, lending, and cash management solutions. Manage a large book of clients to optimize their balance sheets and drive asset growth through proactive outreach.
Requirements
Requires a bachelor's degree and over six years of experience in private banking or financial services. Candidates must obtain Series 7 and 66 licenses within 90 days of starting.
Full job description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Generate client referrals and acquire new assets from existing client base
Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong teamwork and ability to work in fast paced environment
Experience or demonstrated understanding of Investments, Credit and Banking concepts
Focused on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, Skills
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
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How many Sales jobs are open in Dallas, TX right now?
There are currently 2,434 open sales positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Dallas, TX?
Companies currently hiring include AutoZone, Ulta Beauty, Macy's, Lowe's Companies, Inc., Check Point Software, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Dallas, TX?
Yes — 600 of the 2434 open sales positions offer remote or hybrid work (334 remote, 266 hybrid).
How do I apply for Sales jobs in Dallas, TX?
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