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  1. Home
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  5. Fund Banker - Executive Director
JPMorganChase logo

Fund Banker - Executive Director

Not Disclosed•Full-TimeOn-site

location_onNorth Olive Street, Klyde Warren Park-Arts District PID, Downtown PID, Dallas, Dallas County, Texas, 75201, United States

Apply Now

About the Team

J.P. Morgan is one of the oldest financial institutions, with a history spanning over 200 years. Today, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. Our people are our strength, and the diverse talents we bring to our global workforce are directly linked to our success.

Within the U.S. Private Bank, we are actively seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. We value an entrepreneurial mindset and a drive to constantly challenge yourself. You will work alongside a team of talented colleagues from other markets, businesses, and functions, providing you with the opportunity to take your career to the next level.

About the Role

As a National Client Fund Banker, you will advise Private Equity & Venture Capital firms on banking and lending solutions, as well as cash management, in partnership with local coverage markets. You will leverage your knowledge of investments, credit, and banking to advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank.

You will be part of a national coverage team, managing a large book of clients in a fast-paced environment. You will be supported by an institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. Your day-to-day involves earning trust, understanding client needs, providing targeted advice, and developing thoughtful solutions to deliver an exceptional client experience.

Hiring Process

Interested candidates should apply directly through the J.P. Morgan careers portal. The hiring process typically involves a review of qualifications followed by interviews with the hiring team and potential stakeholders to assess fit and capabilities.

Equal Opportunity

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We recognize that our diverse talents are directly linked to our success. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Work location

Work model: On-site

location_on

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JPMorganChase logo

U.S. Private Bank - Investment Specialist - Vice President

JPMorganChase • San Francisco, California

North Olive Street, Klyde Warren Park-Arts District PID, Downtown PID, Dallas, Dallas County, Texas, 75201, United States

Dallas, Texas

Key Responsibilities

  • check_circleAdvise clients on their overall balance sheet including asset allocation, investment management, and credit needs
  • check_circleGenerate client referrals and acquire new assets from the existing client base
  • check_circleRe-engage clients through proactive outreach and CRM data to introduce Fund Banking Group capabilities
  • check_circlePartner across the J.P. Morgan ecosystem to connect clients with correct partners for long-term needs
  • check_circleManage and maintain relationships with a large number of clients by earning trust and delivering exceptional experiences
  • check_circleEnsure proposed solutions fulfill client needs and objectives in the short, medium, and long term
  • check_circleAdhere strictly to all risk and control policies, regulatory guidelines, and security measures

Requirements

  • verifiedSix plus years of work experience in Private Banking or Financial Services
  • verifiedBachelor's Degree required
  • verifiedSeries 7, 66 licenses required within 90 days of start date
  • verifiedExperience or demonstrated understanding of Investments, Credit and Banking concepts

Nice to Have

Proactive with initiative and critical thinking skills. Dynamic professional with clear communication and exceptional presentation skills. Strong organizational skills with a disciplined approach. In-depth knowledge of Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital, and Real Estate.

Benefits & Perks

check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcarecheck_circleTuition reimbursementcheck_circleMental health supportcheck_circleFinancial coaching
JPMorganChase cover image
JPMorganChase logo
Company

JPMorganChase

Industry

Financial Services

Headquarters

New York, NY

Open Roles

6

JPMorganChase operates as a premier financial services institution headquartered in New York, NY, with origins dating back to 1799. As one of the oldest and most recognized global banks, the firm continues the innovative legacy of its heritage companies through extensive operations spanning 100 markets worldwide. The organization manages assets and investments while delivering comprehensive business strategies and innovative banking solutions to a diverse client base. The company serves millions of individual customers alongside prominent corporate, institutional, and government entities on a daily basis. Its global footprint enables the delivery of critical financial services that support economic activity across various sectors. As an Equal Opportunity Employer, JPMorgan Chase & Co. ensures that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. This commitment to inclusivity underpins the firm's approach to building a diverse workforce capable of serving a global clientele effectively.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

6+ yrs (Executive)

Education

Bachelor's Degree required

Job Type

Full-Time

Skills Required

Private BankingFinancial ServicesSeries 7Series 66InvestmentsCredit
$170k-285karrow_forward
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
Top categories
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Popular skills
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Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
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