Asset Management- U.S. Client Onboarding Management- Vice President - JPMorganChase : Job Details

Asset Management- U.S. Client Onboarding Management- Vice President

Join to apply for the Asset Management- U.S. Client Onboarding Management- Vice President role at JPMorganChase

Asset Management- U.S. Client Onboarding Management- Vice President

Join to apply for the Asset Management- U.S. Client Onboarding Management- Vice President role at JPMorganChase

Job DescriptionJ.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Job DescriptionJ.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.As a U.S Client Onboarding Management Vice President on the onboarding team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.Job Responsibilities

• Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
• Implement against established project plans, onboarding checklists, and account set up requirements to ensure timely execution of key deliverables
• Undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
• Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
• Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
• Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments
• Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner

Required Qualifications, Capabilities And Skills

• 5+ years of financial services experience in analyzing and delivering against complex business strategies
• Prior experience in Client Service, Operations, or Business Management
• Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
• Knowledge of complex instruments including derivatives and alternatives
• Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers
• Solid critical thinking, analytical, and quantitative skills
• Ability to communicate effectively (written and verbal)
• Disciplined project management, organization, and execution skills
• Highly collaborative - history of delivering results through organizational partnership with cross-functional teams

Preferred Qualifications, Capabilities And Skills

• 4 year college degree or equivalent financial service experience

About 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 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/VeteransAbout The TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Asset Management Specialist jobs in New York, NY.

New York, NY $220,000.00-$350,000.00 18 hours ago

Vice President, Corporate Strategy and Development

New York, NY $156,000.00-$246,000.00 2 weeks ago

New York, NY $150,000.00-$180,000.00 3 weeks ago

Vice President, Operations & Supply Chain

New York, NY $200,000.00-$275,000.00 3 weeks ago

External Relationship Management Vice President / Director - NYCSenior Vice President, Earned Strategy, Health PR

New York, NY $100,000.00-$230,000.00 2 weeks ago

Senior Vice President, Earned Strategy, Health PR

New York, NY $100,000.00-$230,000.00 1 week ago

Vice President, Product Management and Investor Relations, Alternative CreditExecutive Vice President, Product Management (Alternative Investments)

Jersey City, NJ $230,000.00-$300,000.00 4 days ago

Executive Vice President – Private Equity (Client Services)

Jersey City, NJ $270,000.00-$390,000.00 6 days ago

New York, NY $180,000.00-$220,000.00 4 days ago

Vice President, Client Executive (Liquidity and Margin Services)

New York, NY $83,000.00-$179,000.00 1 day ago

Vice President, Private Client - Sales Training and CoachingJ.P. Morgan Wealth Management- Vice President, Affluent Strategy and Cross Channel Referral

New York, NY $130,000.00-$136,000.00 1 month ago

Investor Relations - Senior Vice President - New York

New York City Metropolitan Area $125,000.00-$150,000.00 2 weeks ago

New York, NY $200,000.00-$245,000.00 2 weeks ago

Investor Relations - Senior Vice President

Manhattan, NY $175,000.00-$195,000.00 2 weeks ago

New York, NY $95,000.00-$115,000.00 1 week ago

Investment Banking Vice President (or Senior Associate) Restructuring

New York, NY $225,000.00-$275,000.00 10 hours ago

Public Relations Vice President (B2B Technology)

New York, NY $145,000.00-$195,000.00 2 months ago

Public Relations Vice President (B2B Technology)

Jersey City, NJ $145,000.00-$195,000.00 2 months ago

New York, NY $150,000.00-$250,000.00 1 week ago

Associate/Vice President, Corporate Banking - Power, Utilities,& Infrastructure

New York, NY $160,000.00-$225,000.00 1 week ago

VP - Direct Lending Operations - Private Credit Business

New York, NY $150,000.00-$200,000.00 1 day ago

New York, NY $250,000.00-$250,000.00 3 weeks ago

Wirehouse and Broker Dealer, Enterprise Wealth Client Management - Vice President

New York, NY $155,000.00-$180,000.00 1 week ago

New York, NY $207,000.00-$230,000.00 1 week ago

New York, NY $200,000.00-$300,000.00 1 month ago

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