You are a strategic thinker passionate about driving solutions in Asset Management Client Onboarding & Implementation. You have found the right team.
As “Asset Management Client Onboarding & Implementation Professional ” within our dynamic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities- Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
- Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
- Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
- Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
- Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
- Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
- Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
- Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.
- Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
- Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
- Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.
- Graduates/Post graduates with minimum 6 years’ experience in the Financial Services industry
- Strong stakeholder management skills and ability to build effective relationships across varying seniority levels.
- Proven project management capability to manage multiple concurrent initiatives end-to-end.
- Strong ability to manage workstreams from initiation through post-implementation review.
- Excellent time management and delivery focus; able to work independently when required.
- Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively.
- Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients.
- Strong problem-solving skills with the ability to resolve issues and drive outcomes.
- Disciplined, self-motivated approach with initiative to propose and execute process enhancements.
- Strategic thinking with the ability to adapt to change.
- Asset Management experience or relevant Investment Banking / Wealth Management experience.
- Solid financial product knowledge (Equity, Fixed Income, Currency, Derivatives, and Funds).
- Trade flow knowledge from event inception and trade execution through to operational settlement.
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 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.
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
- Graduate or postgraduate degree
- Minimum 6 years of experience in the financial services industry
- Strong stakeholder management and relationship-building skills
- Proven project management capability managing multiple concurrent initiatives end-to-end
- Ability to manage workstreams from initiation through post-implementation review
- Excellent time management and delivery focus
- Ability to work independently
- Strong Microsoft Office skills, including Excel, Word, and PowerPoint
- Ability to use web-based technology effectively
- Strong verbal, written, and interpersonal communication skills
- Strong problem-solving skills and ability to drive outcomes
- Disciplined, self-motivated approach with initiative to execute process enhancements
- Strategic thinking and adaptability to change
- Asset management, investment banking, or wealth management experience
- Knowledge of equity, fixed income, currency, derivatives, and funds
- Trade flow knowledge from event inception through operational settlement
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.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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.
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