Global Payments Advisory - Technology - Executive Director

Overview

Leverage your deep knowledge to reshape how clients experience our products and help to elevate every client interaction.

As a Subject Matter Expert within the Global Industry Advisory team focusing on Technology clients, you will play a pivotal role in the Payments and Treasury domain, providing support to Morgan's most significant and strategic Technology clients based in North America. Your responsibilities will include establishing a network across existing and potential client opportunities, formulating strategies, creating content, articles, speaking engagements, and other tools to boost sales performance. You will be expected to exhibit strategic and original thinking, develop industry best practices, conduct in-depth process and industry analyses, solution whiteboarding, and demonstrate robust client-facing skills. Collaborating closely with the broader Technology Advisory Team and Global Lead, as well as Sales Coverage, you will enhance client engagement, and achieve new sales, pipeline, and portfolio growth targets.

Responsibilities

• Work independently and in partnership with the Global Industry 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 Technology sector and key sub-sectors including Marketplaces, Fintech, Software, Internet & Digital Media and Gig Economy, 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 Technology sector; understand what the ecosystem is thinking about, where it is evolving, and how Payments fits in, regulation, consumer preference, business models.
• 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 / or 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;
• Provide coaching to broader coverage and sales teams on relevant best practices and JPM industry value proposition in addressing clients' needs.
• Ensure strong risk management, compliance, and adherence to relevant policies and procedures

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

Palo Alto, CA, United States

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