Client Solutions Manager, Securities Services – Vice President
JPMorgan Chase & Co.About the role
Client Solutions Managers are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank. The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies. Solution and Implementation activity encompasses all Securities Services products including - but not limited to - Custody, Fund Accounting, Fund Services, Hedge Fund Servicing, Transfer Agency, Securities Lending and Clearance and Collateral Products. The scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.
Position Summary:
As a Client Solutions Manager Vice President, you are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank. You will cover a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.
Solution and Implementation activity encompasses all Securities Services products and the scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.
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.
- Own and drive project activities including develop and manage project delivery plans, facilitate negotiating of client legal agreements and execute plans with robust governance and reporting.
- Actively mitigate and manage project risk by coordinating timely resolution of issues.
- Scope containment and change management.
- Manage and motivate virtual working teams across multiple locations and disciplines.
- Lead project communication to all internal and external parties.
- Execute post implementation and production satisfaction reviews to continually improve practices.
- Effectively prioritize, track and report on all projects in the pipeline.
- Ensure all controls and procedures are complied correctly.
- Identify potential tactical and strategic improvements to implementation processes
Required qualifications, capabilities, and skills:
- 5+ Years in Financial Services particularly Securities Servicing Industry
- 5+ 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 & Admin, Securities Lending, Hedge Fund Services and Prime Custody.
- Contribute to strategy for delivering excellent client implementation service.
- Experience working with Sales and RFP teams in pre-win phase.
- Actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product discipline.
- Proactively drive internal team and department wide initiatives as agreed upon.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 i
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