Introduction
In this client and market facing role, the candidate must bring strategic advice, content origination, thought leadership and deep sector expertise to support client opportunities. This role requires extensive experience within Payments and Treasury, with the ability to operate as a focal point for industry understanding, client knowledge, solutions, and communication with a wide range of internal stakeholders.
Job Summary
As an Executive Director in the Global Advisory team covering Non-Bank Financial Institution (NBFI) clients, you will act as an SME in the Payments and Treasury domain, supporting J.P. Morgan’s largest and most strategic clients in the sector operating in EMEA. You will be responsible for building a network across existing and new client opportunities and generating the strategies, content, articles, speaking engagements and other tools to help drive sales success. You will require strategic and original thought, creating industry best practices, conducting process and industry deep dives, solution whiteboarding, and demonstrating strong client-facing capabilities. You will work closely with the wider NBFI Advisory Team and Global Head of NBFI Advisory, as well as Sales Coverage to increase client engagement, and meet new sales, pipeline, and portfolio growth targets.
Job Responsibilities
- Work independently and in partnership with the Global Advisory team to develop and execute industry best practices, trends, benchmarking, and compelling market analysis to deliver solutions aligned with key priorities and needs of clients.
- Understand JPM product offerings (Payments, Cash Management, Liquidity, FX, Merchant Services, Embedded Finance, Trade, and Working Capital) and leverage them to structure solutions for clients.
- Know and understand the current state of the NBFI sector and key sub-sectors including Insurance, Asset Management, Broker Dealers, Specialty Finance, devising strategies for growth and differentiation.
- Conduct process deep dives and whiteboarding sessions. Provide clients with insights and propose solutions to help improve Payments and Treasury operations and inform strategic decision-making.
- Stay ahead of trends in the NBFI sector; understand what the ecosystem is thinking about, where it is evolving, and how Payments fits in.
- Use expertise and industry intelligence to build engaging campaigns and go-to-market sales plans to support pipeline growth.
- Enhance external visibility by participating and presenting at JPM proprietary events, industry roundtables, and client events.
- Drive and support thought leadership content, develop success stories, solicit feedback from clients and internal partners, promoting replication.
- Organize trends, meet with clients, collect feedback and partner with Product to exchange insights and support roadmap.
- Drive content strategy; champion success cases and promote replication and sharing to make sales opportunities easier to address; evolve areas where development is needed; strive for market leadership.
- Enable broader sales teams through sharing of best practices and scaling up segment-specific knowledge and replicable use cases across multiple clients.
Required Qualifications, Capabilities, and Skills
- Extensive Payments, Treasury, Consulting and Strategy experience, with deep industry expertise.
- A strong understanding of Non-Bank Financial Institution sectors such as Insurance, Asset Management, Broker Dealers and Specialty Finance, including various business models, regulatory requirements, and the related sector specific best practices.
- Experience in building Payments and Treasury capabilities within an organization is very valuable.
- Strong knowledge across treasury, payments, FX, as well as supporting concepts such as Compliance / AML / Fraud / Regulations.
- Growth mindset, original thinking, and problem‑solving critical.
- Ability to develop thought leadership ideas and strategies and execute against them; Operates with discipline, urgency and energy.
- Exhibit exceptional verbal and written communication skills, including influencing, networking, and collaborating; ability to work effectively across teams and geographies.
- Strong interpersonal skills to engage effectively with stakeholders (including sales, product, banking), building confidence and trust.
- Ability to work and thrive in a fast‑paced and unstructured environment.
- Strong organizational skills including the ability to juggle multiple projects and initiatives simultaneously.
- Team player, with the ability to work effectively in a highly collaborative and global organization.
Preferred Qualifications, Capabilities, and Skills
- Experience working in a global organization.
- Thought leadership credentials.
- Public speaking experience.
- Demonstrated leadership experience and skills.
- Adaptability and innovation in a rapidly evolving industry.
- Plugged into the industry, with a strong network.
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