Brooklyn, NY, United States
6 hours ago
Securities Services - Client Solutions Manager -Associate

Join a team that delivers innovative solutions for a diverse client base at one of the world’s leading financial institutions. As a Client Solutions Manager, you will play a pivotal role in shaping the client experience from onboarding through to successful implementation, ensuring our clients receive best-in-class service and solutions.


As a Client Solutions Manager, you will manage the implementation of new and incremental client business and oversee the onboarding of investment managers into the Securities Services organization within J.P. Morgan’s Corporate Investment Bank. You will work with a broad range of clients—including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers, and Insurance Companies—delivering solutions that span all Securities Services products. Your work will range from single product implementations to large, complex deals involving multiple products, entities, and stakeholders.

Job responsibilities:

Drive client requirements gathering process and propose and influence target solutions for the client Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign off on solutions Understand investment manager requirements and proactively drive setups through to completion Develop and manage project delivery plans as well as facilitate negotiation of client legal agreements and execute plans with robust governance and reporting Actively mitigate and manage project risk by coordinating timely resolution of issues Execute post-implementation and production satisfaction reviews to continually improve practices Ensure all controls and procedures are complied with

Required qualifications, capabilities, and skills:

3+ years in Financial Services, particularly in the Securities Servicing Industry 3+ years in a client-facing implementation role or commensurate experience Excellent project management skills Excellent client-facing skills Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Administration, Securities Lending, Hedge Fund Services, and Prime Custody Effectively prioritize, track, and report on all projects in the pipeline Lead project communication to all internal and external parties

Preferred qualifications, capabilities, and skills:

Experience identifying and implementing process improvements Ability to contribute to strategy for delivering excellent client implementation service Strong ability to proactively drive internal team and department-wide initiatives Experience representing and championing teams in sales cycles and client pitches
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