Job Description

Job Description

Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. 

 

Job Summary:  

As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. 

 

Job Responsibilities:  

• Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. 

• Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. 

• Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.   

• Prepare and present financing feasibility and debt capacity studies. 

• Review legal documents on existing ESOP deals to ensure compliance. 

• Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. 

• Conduct periodic reviews of ESOP’s to support credit exposure extensions. 

 

Required qualifications, capabilities, and skills:  

• Bachelor’s degree. 

• Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. 

• Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. 

• Strong business development acumen and strategic vision to identify marketplace opportunities. 

• Ability to assess credit transaction risks and knowledge of credit policies. 

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

 

Preferred qualifications, capabilities, and skills:  

• Experience working with Client Executives and Senior Bankers. 

• Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. 

• Knowledge of credit underwriting and structuring. 

About Us

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

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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