JOB DESCRIPTION
Job summary:
Transition Management is responsible for the legal and operational structuring, end-to-end coordination, and integration of all new clients onto the Prime Financial Services (PFS) platform. The aim is to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Foreign Exchange Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing.
Job responsibilities
- Establish and maintain relationships with primary client contacts, such as COOs and CFOs, ensuring requirements are delivered with urgency.
- Lead onboarding deal teams to deliver the firm in an integrated and seamless way to clients during the onboarding process.
- Manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.
- Translate client strategy and structure, along with margin and financing needs, to relevant J.P. Morgan products and legal entities.
- Develop and maintain a strong understanding of the PFS product suite, consulting with clients from pre- to post-go-live.
- Understand commercial and risk asks of clients from a new launch perspective, engaging clients across all products and legal agreements.
- Direct the delivery of client onboarding through go-live, building strong relationships with internal partner teams.
- Serve as initial point of escalation internally and for clients, demonstrating self-solve abilities and challenging the status quo.
- Become a point of contact for data aggregation and reporting to stakeholders, developing processes for tailored communication and establishing templates for handovers and commentary.
Required qualifications, capabilities, and skills
- 3+ years in a client-facing role within the financial services industry
- Understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products used in their strategies
- Ability to build meaningful relationships with clients and internal partner groups
- Solutions-oriented with strong project management and organizational skills; ability to prioritize, multi-task, and deliver within tight and changeable timeframes
- Confident, driven, proactive self-starter able to work independently and escalate issues when required
- Inquisitive and investigative, eager to embrace new challenges and learning opportunities
- Experience with business analytics tools to initiate process improvements and create templates for client materials is advantageous
- Bachelor’s degree or equivalent
- FINRA Series 7 and 63 registered or able to be obtained shortly after hire
Preferred qualifications, capabilities, and skills
- Experience with business analytics tools for process improvements and client materials
- Advanced degree or relevant certifications
- Familiarity with multi-asset class onboarding processes
- Strong communication and presentation skills
ABOUT US
JPMorganChase, 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/Veterans
ABOUT THE TEAM J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
