Transaction Development Director- Global Banking- Executive Director

JPMorgan Chase JPMorgan Chase · Banking · Dallas, TX +1 · Commercial & Investment Bank

This role is for a Transaction Development Director in Global Banking at JPMorgan Chase, focusing on the Healthcare industry vertical. The primary responsibilities include co-covering client engagement, advising private business owners on growth and ownership transition, and originating transaction opportunities across private capital scenarios like M&A and private placements. The role involves partnering with various banking divisions to generate deal flow, producing buyer intelligence, and managing multiple initiatives. A key requirement is proficiency in digital and artificial intelligence tools to support efficient workflows, alongside experience in private capital markets and transaction dynamics. Licenses like Series 79 and 63 are also required.

What you'd actually do

  1. Co-cover national client engagement for the Healthcare industry vertical and provide regional generalist coverage aligned to your home office
  2. Advise private business owners on growth strategy and ownership transition considerations
  3. Originate and advance transaction opportunities across private capital scenarios, including mergers and acquisitions and private placements
  4. Facilitate targeted introductions between business owners and potential investors across private equity, strategic buyers, family offices, and sovereign wealth funds
  5. Partner with sponsor coverage and industry bankers to generate actionable idea flow for priority investor clients

Skills

Required

  • 10+ years of experience in private capital markets roles, including advisory, industry or sponsor coverage, or private equity
  • Demonstrated proficiency in transaction dynamics, including valuation and deal structuring
  • Executive presence with internal senior stakeholders and with chief executive officers and business owners
  • Strong project management capabilities and ability to manage competing priorities
  • Proficiency in Microsoft Office
  • Proficiency in digital and artificial intelligence tools to support efficient workflows
  • Strong verbal and written communication skills, including presentation skills
  • Series 79, Series 63, and Securities Industry Essentials licenses at time of hire, or ability to obtain within 120 days of onboarding

Nice to have

  • Self-directed and adaptable approach in evolving situations
  • Client-centric mindset with a focus on delivering the best solutions
  • Proven ability to identify and cultivate opportunities independently
  • Track record as a connector who can build alignment across functions
  • Comfort navigating complex organizations to drive outcomes

What the JD emphasized

  • Series 79, Series 63, and Securities Industry Essentials licenses at time of hire, or ability to obtain within 120 days of onboarding