As a Payments Client Manager (PCM), you will manage a portfolio of complex client relationships—serving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. You’ll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.
In this role, you act as the client’s advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. You’ll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal action—navigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention, product adoption, and sustained relationship growth.
Job responsibilities
• Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.
• Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.
• Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship.
• Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.
• Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.
• Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.
• Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.
Required qualifications, capabilities, and skills
• 5+ years of experience in client management, sales, or a related role
• Strong understanding of payments products and payments industry dynamics
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office SuitAs a Payments Client Manager (PCM), you will manage a portfolio of complex client relationships—serving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. You’ll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.
In this role, you act as the client’s advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. You’ll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal action—navigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention, product adoption, and sustained relationship growth.
Job responsibilities
• Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.
• Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.
• Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship.
• Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.
• Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.
• Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.
• Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.
Required qualifications, capabilities, and skills
• 5+ years of experience in client management, sales, or a related role
• Strong understanding of payments products and payments industry dynamics
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office Suite
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About UsWe 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
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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