J

JP Morgan Chase

Runs a consumer bank and an investment bank

Business Development Associate - Technology Banking

Sales Development RepresentativePosted on Nov 10
Full-timeSan Francisco, CA, USA$115k - $145kIn-person

About the Job

Requirements

  • At least 3 years of related experience in sales or business development, corporate banking, or the startup or venture capital industry.
  • Strong understanding of the startup and venture capital ecosystem and emerging technology trends.
  • Comfort and energy working in market at events, by phone, and through cold outreach.
  • Prospecting, business development, and relationship-building skills.
  • Organizational and project management skills, with experience planning or supporting events.
  • Attention to detail and discipline in keeping CRM and pipeline data accurate.
  • Interpersonal and communication skills to build credibility with senior bankers, partners, and clients.
  • Ability to work proactively and creatively, use sound judgment, and handle ambiguity.
  • FINRA Series 79, Series 63, and Securities Industry Essentials licenses are required, or must be obtained within 120 days of hire.

Responsibilities

  • Drive targeted, high-volume outreach to high-potential technology companies in partnership with Business Development Executives and local bankers.
  • Convert prospect responses into introductory meetings with a Business Development Executive or Relationship Executive.
  • Represent the firm at industry and ecosystem events, building connections with founders, finance leaders, investors, and centers of influence.
  • Plan and execute the team’s events program, including dinners, panels, and networking events; manage venues, invitation lists, RSVP screening, and day-of logistics.
  • Maintain the team’s events calendar and invitation lists to support events with founders, finance leaders, and centers of influence.
  • Monitor daily alerts on new venture fundings, identify companies not yet covered, and ensure each new prospect is reviewed and assigned.
  • Prepare and co-lead the weekly prospect review, where prospects are tiered and assigned for coverage.
  • Maintain accurate and current CRM records by logging activity, adding prospects and contacts, and keeping coverage teams up to date.
  • Track outreach, meetings, and conversions through prospect outcomes.
  • Partner with teams across the Commercial & Investment Bank and other internal stakeholders to introduce prospects to the firm’s capabilities.
  • Monitor market trends, emerging technologies, and the venture and startup ecosystem in the territory.
  • Balance client focus with sound management of credit, operational, and reputational risk and compliance.

Desired Qualifications

  • Bachelor’s degree; formal credit training is a plus.
  • Familiarity with Commercial Banking products and services, including Venture Debt, Treasury Services, Commercial Card, and Merchant Services.
  • An existing network in the local technology, startup, or venture capital community.
  • Experience with CRM and sales prospecting tools.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs