A leading financial institution in Calgary is seeking an experienced Payments Sales Manager. The role focuses on enhancing client relationships within the Natural Resources segment and developing new business opportunities. Candidates must have over 10 years of experience in payments sales and strong skills in problem-solving, communication, and building relationships. This position offers an opportunity to collaborate with diverse teams to drive sales initiatives successfully. #J-18808-Ljbffr
Job Description Join the Commercial and Investment Bank (CIB) Payments Sales team! This is a senior role, and as a key leader on the team, you will drive the end-to-end client experience. As a Payments Sales Manager (PSM) within the Canada Corporate Sales team, you will be based in Calgary and primarily focus on clients in the Natural Resources segment. You will be responsible for developing new business from clients within a specific segment. You will be expected to sell products with value to the Firm as well as build a strong pipeline. In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage teams. You will also be required to collaborate with Client Service, Onboarding/Implementation, Operations, Technology, Risk, Credit, and Legal in order to optimize delivery. You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client’s organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally. Job Responsibilities Deepen and grow existing market relationships. Work to develop new profitable business from prospective clients. Engage JPMorgan Payments Solutions, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework. Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions. Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solutions; traditional Treasury Services, Merchant Services, Trade & Working Capital and Commercial Card. Understand the competition’s capabilities and gaps and how to position JP Morgan Payments. Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments. Manage proposal writing and the entire sales process including both competitive RFIs/RFPs. Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk. Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business; partner with Sales Success Office, Client Service, and Onboarding/Implementation to retain, grow, and enhance existing client relationships. Required Qualifications, Capabilities And Skills 10+ years of payments, sales and relationship management experience. Possesses knowledge and understanding of Payments products. Competence in assessing new opportunities/contacting key decision makers. Strong account planning and demonstrated execution. Strong creative solution and problem solving skills. Excellent verbal and written communication skills as well as negotiation skills. Proven ability to build and develop relationships. Superb attention to detail and time management skills. Understanding of Compliance and KYC processes. Effective collaboration, relationship-building and interpersonal skills. 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 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. About The Team J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr
A leading financial services company in Toronto is seeking an Associate for Private Equity Fund Administration. The ideal candidate will manage records and report for Private Equity funds, requiring strong analytical skills and at least three years of accounting experience, preferably from a major firm. Proficiency in MS Excel is essential. This role offers opportunities for professional growth within a dynamic team. #J-18808-Ljbffr
Private Equity Fund Administration - Vice PresidentJoin to apply for the Private Equity Fund Administration - Vice President role at JPMorganChasePrivate Equity Fund Administration - Vice PresidentJoin to apply for the Private Equity Fund Administration - Vice President role at JPMorganChaseGet AI-powered advice on this job and more exclusive features.Job DescriptionJ.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.Job DescriptionJ.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.You will be responsible for managing all aspects of day-to-day client deliverables for Private Equity fund administration clients. This includes the maintenance of books and records, Net Asset Valuations, financial statements, capital events, management fee and carried interest calculations, investor allocations and capital statements, release of investor reporting, and managing year-end process with audit and tax teams. You will also manage client expectations and deliverable timelines in accordance with SLAs and ensure timely resolution of client issues and escalations. You are required to demonstrate deep knowledge of Private Equity fund structures, proficiency in accounting for complex transactions and a comprehensive understanding of fund governing documents.Job ResponsibilitiesManage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalationsStay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risksLiaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operationsEnsure adherence to control framework including prescribed policies and proceduresLead and work on ad hoc client projects and internal initiativesMentor and develop staff resources while providing oversight and supervision on technical topics and client-related issuesReview fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherenceRequired Qualifications, Capabilities And SkillsA professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacityKnowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structuresBachelor’s Degree in Accounting, Finance or MBAAbility to work under pressure to meet tight deadlines and balance multiple prioritiesStrong leadership skills with attention to detail and a hands-on management styleTeam player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projectsProficiency in Microsoft Office product suite and advance MS Excel skillsPreferred Qualifications, Capabilities, And SkillsStrong knowledge of Investran or similar integrated Private Equity system a plusInvestment fund audit experience with a Big 4 firm a plusABOUT USJPMorganChase, 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 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.About The TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at JPMorganChase by 2xGet notified about new Private Equity Specialist jobs in Toronto, Ontario, Canada .Associate, Investment Banking, Mergers & Acquisition, BMO Capital MarketsGlobal Banking & Markets – Investment Banking Services - Associate – TorontoGlobal Capital Markets Trader - AssociatePrivate Equity Fund Administration - AssociateInvestment Associate, Private Capital - SoftwareScotiaMcLeod Investment Associate - North TorontoVice President, Private Equity – M&A & Portfolio Value CreationInvestment and Strategy – Associate / ManagerPrivate Equity Fund Administration - Sr. AssociateInsights Principal, Private Equity (Relocation to Montreal)Insights Manager, Private Equity (Relocation to Montreal)Supervisor, Fund Accountant, Private EquityInsights Senior Manager, Private Equity (Relocation to Montreal)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.J-18808-Ljbffr #J-18808-Ljbffr
A leading financial institution in Toronto is seeking a Vice President for Private Equity Fund Administration. Responsibilities include managing client deliverables and ensuring compliance with industry standards. Candidates should have a professional accounting qualification and over 8 years of experience in Private Equity fund administration. Strong leadership and communication skills are essential. This full-time position offers a dynamic environment and competitive pay. #J-18808-Ljbffr
Private Equity Fund Administration - AssociateGet AI-powered advice on this job and more exclusive features.Job DescriptionJ.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. Launched in November 2005, our AFS business has over 950 dedicated professionals with offices worldwide, providing administration services to more than 150 clients across all alternative asset classes.You will be involved in daily client interactions, managing expectations, balancing multiple priorities, and working in a team setting to deliver accurate and timely reporting to clients and investors.Job ResponsibilitiesSet up and maintain books and records of Private Equity funds, including GP vehicles, in accounting databases according to governing documents.Prepare and review periodic Net Asset Valuations and financial reports, including financial statements, management fee and carried interest calculations, and investor allocations.Prepare and review capital call and distribution calculations, investor notices, and reconcile call proceeds and payments.Manage the release of capital notices and quarterly reporting on investor portals.Collaborate with managers, teams, and internal stakeholders to manage client expectations and ensure adherence to SLA timelines for deliverables and requests.Adhere to control frameworks, including internal policies and procedures.Manage year-end processes and coordinate with external auditors and tax teams.Required Qualifications, Capabilities, and SkillsBachelor’s Degree in Accounting, Finance, or related field.At least 3 years of experience in an accounting role, preferably at a Big 4, PE firm, or fund administrator.Knowledge of US GAAP for Investment Funds and familiarity with Private Equity fund structures.Strong analytical, problem-solving skills, and attention to detail.Ability to work under pressure and manage multiple priorities.Excellent interpersonal, communication, and client service skills, with the ability to see projects to completion.Proficiency in Microsoft Office, especially MS Excel.Preferred Qualifications, Capabilities, and SkillsProfessional accounting qualification (CA, CPA) is a plus.Experience with Investran or similar Private Equity systems is a plus.About UsJPMorgan Chase, with over 200 years of history, offers innovative financial solutions worldwide. We value diversity and inclusion and are an equal opportunity employer.About The TeamOur Commercial & Investment Bank provides strategic advice, capital raising, risk management, and liquidity solutions globally across more than 100 countries.Note: This job posting is active and not expired. #J-18808-Ljbffr
A leading financial institution in Calgary is seeking an experienced Payments Sales Manager. The role focuses on enhancing client relationships within the Natural Resources segment and developing new business opportunities. Candidates must have over 10 years of experience in payments sales and strong skills in problem-solving, communication, and building relationships. This position offers an opportunity to collaborate with diverse teams to drive sales initiatives successfully. #J-18808-Ljbffr
Job Description
Join the Commercial and Investment Bank (CIB) Payments Sales team! This is a senior role, and as a key leader on the team, you will drive the end-to-end client experience.
As a Payments Sales Manager (PSM) within the Canada Corporate Sales team, you will be based in Calgary and primarily focus on clients in the Natural Resources segment. You will be responsible for developing new business from clients within a specific segment. You will be expected to sell products with value to the Firm as well as build a strong pipeline. In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage teams. You will also be required to collaborate with Client Service, Onboarding/Implementation, Operations, Technology, Risk, Credit, and Legal in order to optimize delivery. You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client’s organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job Responsibilities
Deepen and grow existing market relationships.
Work to develop new profitable business from prospective clients.
Engage JPMorgan Payments Solutions, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework.
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions.
Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solutions; traditional Treasury Services, Merchant Services, Trade & Working Capital and Commercial Card.
Understand the competition’s capabilities and gaps and how to position JP Morgan Payments.
Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments.
Manage proposal writing and the entire sales process including both competitive RFIs/RFPs.
Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk.
Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business; partner with Sales Success Office, Client Service, and Onboarding/Implementation to retain, grow, and enhance existing client relationships.
Required Qualifications, Capabilities And Skills
10+ years of payments, sales and relationship management experience.
Possesses knowledge and understanding of Payments products.
Competence in assessing new opportunities/contacting key decision makers.
Strong account planning and demonstrated execution.
Strong creative solution and problem solving skills.
Excellent verbal and written communication skills as well as negotiation skills.
Proven ability to build and develop relationships.
Superb attention to detail and time management skills.
Understanding of Compliance and KYC processes.
Effective collaboration, relationship-building and interpersonal skills.
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 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.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
#J-18808-Ljbffr
A leading financial institution in Canada is seeking a Business Development Executive to focus on generating revenue through B2B sales in the Payments or Banking industries. The ideal candidate will have over 7 years of experience, a proven ability to self-source leads, and strong knowledge of merchant services. Responsibilities include building a sustainable pipeline of opportunities and collaborating with various teams to achieve business objectives while adhering to regulatory requirements. This role offers the chance to work in a dynamic environment with a significant impact. #J-18808-Ljbffr
Client Consultant - Senior Associate - Payments
Join to apply for the
Client Consultant - Senior Associate - Payments
role at
JPMorganChase .
Job Description
As a Senior Associate Client Consultant, you will be an integral part of the Canadian merchant services team which collaborates closely with SMB and Middle Market merchant coverage teams to lead product solutioning that meets our clients’ payment needs.
Job Responsibilities
Be the Go-To Expert: Become a trusted advisor on Chase’s product solutions for Small and Mid-Market Businesses, staying ahead of client needs and industry trends.
Solve Real Problems: Identify and recommend the best solutions for clients using both current and upcoming products. Present ideas clearly to audiences with different levels of technical knowledge.
Analyze and Explain: Dive deep into system configurations, break down complex concepts, and offer practical recommendations that make a difference.
Support Growth: Partner with Business Development and Relationship Management teams, providing technical expertise and product insights to help win new business and strengthen client relationships.
Showcase Innovation: Lead engaging presentations and product demos, highlighting Chase’s cutting‑edge technology, product suite, and integrated partner solutions.
Keep Us Prepared: Maintain and update internal and client‑facing product support tools in collaboration with our product, commercialization and marketing partners.
Drive Improvement: Capture the voice of the customer to inform product development, lead ongoing process enhancements, and support knowledge transfers with field teams.
Travel and Connect: Travel to meet clients and deliver solutions in person, with travel expected about 20% of the time.
Required Qualifications, Capabilities, And Skills
5+ years’ experience in systems consulting, integration, business analysis, or payments product knowledge (acquiring preferred).
Proven track record of working directly with clients and offering consultative solutions.
Solid understanding of the merchant payments industry and technical know‑how to analyze and recommend effective solutions.
Team player who builds strong relationships with clients, colleagues, and partners.
Great communicator with strong presentation and whiteboard skills and ability to customize RFP responses.
Bilingual – English and French (an asset).
Proactive and self‑motivated, always ready to take on new challenges.
Strong critical‑thinking skills to analyze situations and create effective solutions.
Eager to learn and committed to continuous growth.
Creative problem‑solver who finds innovative ways to overcome obstacles.
Confident and professional, with executive presence in every client and team interaction.
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 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.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Referrals increase your chances of interviewing at JPMorganChase by 2x.
Get notified about new Senior Client Consultant jobs in
Toronto, Ontario, Canada .
Seniority level
Not Applicable
Employment type
Full-time
Job function
Consulting, Information Technology, and Sales
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