New York, NY, USA
11 days ago
Securities Services - Client Solutions Manager - Associate

Job Summary:  Manage the implementation of new and incremental client business into the Securities Services organization within J.P. Morgan’s Corporate Investment Bank. Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.

 

The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.  Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services.  

 

Job Responsibilities: 

Core Responsibilities:

Drive client requirements gathering and propose & influence target solutions

Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off

Own and drive project activities including:

Manage a project plan to monitor and track progress, issues, and risks 

Coordinate timely resolution of project risks with strong governance and reporting

Manage virtual working groups across multiple locations and disciplines

Execute post implementation reviews to assess client satisfaction and improve practices

Ensure compliance with all controls and procedures

Manage communication with internal and external project participants and stakeholders

 

Related Responsibilities:

Contribute to strategy for delivering excellent client service

Identify potential tactical and strategic improvements to implementation processes

Proactively drive initiatives as agreed upon

Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations

Represent the Solutions team in cross-functional and senior forums

  

Required qualifications, capabilities, and skills:

Minimum 2-3 years experience in Financial Services industry

Working knowledge of Securities Services products

Strong project and program management skills

Effective time management skills, with an ability to work in a fast paced, deadline driven environment

Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups

Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously 

Ability to work both independently and as part of a team

Professional and proactive approach to work

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