Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth and asset management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P. Morgan, Raymond James, and others, we’ve experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As an Enterprise Platform Management Vice President on the 55ip Enterprise Platform Management team, you will be responsible for ensuring the reliability, efficiency, and compliance of the platform that supports our client business, integration and associated support teams. You will work closely with sales, client integration, product, and technology teams to maintain platform operations, integrate new clients, manage user access, and oversee critical sales support functions. This role is central to enabling the firm to operate effectively and deliver a seamless experience to clients and prospects.
You will act as a liaison between stakeholders at 55ip, fostering collaboration across operations, service and advisory teams to drive organizational growth and transparency. Leveraging your industry expertise, you will identify and address inefficiencies, implement scalable processes, and ensure a robust support framework for our clients. You will closely on the functional integration team, expanding its capabilities to serve both RIAs and broker-dealers.
Job responsibilities:
- Integration and Onboarding Functions Management:
Coordinate integration of sales platforms with other business systems (marketing, finance, operations) to support seamless operations. - Support platform adoption and Client Experience support commercial growth and deliver 55ip’s high standard of service to newly signed clients. Develop a strong understanding of both 55ip internal and custodial integration processes to effectively support clients and internal stakeholders. Collaborate with the team on reporting, platform adoption, and continuous process improvement.
- Platform Maintenance:
Assist in day-to-day operations of sales enablement platforms (e.g., CRM, analytics, communication tools), ensuring reliability, performance, and alignment with business needs. - User Access & Permissions:
Manage user roles, access levels, and permissions to ensure secure and compliant platform usage for the sales team. - Cross-Functional Collaboration: Work closely with Technology, Product, Operations, and external vendors to deliver high-quality client outcomes. Communicate clearly with both technical and non-technical teams.
- Process & Procedure Support:
Maintain and update sales processes and procedures within the platform, ensuring they are current and support sales team requirements. - Errors ,Accommodations, and Issue Management:
Help coordinate the client trade error and accommodation processes, ensuring that special client requests and needs are addressed efficiently and in compliance with company policies.
Required skills, qualifications and capabilities:
- Job Experience: 7+ years of hands-on experience in middle office operations within investment management or financial services.
- Ownership & Accountability: Takes responsibility of deliverables and drives solutions to completion. Applies critical thinking.
- Analytical & Process-Oriented: Strong with data, able to dissect end-to-end workflows, spot inefficiencies, and implement improvements.
- Business Automation Mindset: Skilled in automating manual processes using scripts, SalesForce, BI, and AI tools.
- Utility Player: Comfortable shifting between data analysis, process review, and hands-on operational execution.
- Collaboration & Communication: Works seamlessly across client teams, business, technology; communicates clearly with all stakeholders.
- Adaptability: Adapts to change in a high-growth environment.
About Us
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
J.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.
Skills Required
- 7+ years hands-on experience in middle office operations within investment management or financial services
- Ownership and accountability for deliverables, driving solutions to completion
- Strong analytical and process-oriented skills; ability to dissect workflows and implement improvements
- Business automation experience using scripting, Salesforce, BI, and AI tools
- Ability to shift between data analysis, process review, and hands-on operational execution
- Strong collaboration and clear communication with technical and non-technical stakeholders
- Adaptability to change in a high-growth environment
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
-
Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
-
Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
