Buyside Relationship Manager - Associate

Posted 3 Days Ago
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New York, NY
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage a portfolio of Margin Services clients, drive revenue optimization, collaborate with internal teams, and execute annual client strategies.
Summary Generated by Built In
Job Description
Join our WHEM team and play a pivotal role in shaping the future of Margin Services. As a Buy-side Relationship Manager - Associate, you'll drive client success, optimize revenue, and deliver innovative solutions in a dynamic, collaborative environment.
As a Buy-side Relationship Manager - Associate within our WHEM team, you will manage all aspects of the Buy-side relationship across a portfolio of Margin Services clients. You'll work closely with Sales and Coverage teams to enhance client profitability, promote sales growth, and provide thought leadership in Margin Services. This role offers the opportunity to develop and execute annual client strategies with a focus on revenue optimization.
Job responsibilities
  • Be responsible for a portfolio of key Buy-side Margin Services clients
  • Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
  • Be a point of escalation for all aspects of the client experience; work with all relevant internal J.P. Morgan parties to ensure proper focus and timely resolution of any issues
  • Work directly with Margin Services Product Management and Trading Services Sales to identify revenue optimization opportunities
  • Develop and execute an annual client strategy and calling plan; key focus on revenue optimization
  • Work closely with Securities Services partners across WHEM (such as Platform Sales)
  • Maintain oversight of the clients' program parameters and profitability; constantly monitor the risk factors involved in managing the program within the agreed client parameters
  • Understand and communicate market and regulatory developments (e.g. Uncleared Margin Rules), identifying potential revenue opportunities or impact and acting in a consultancy/advisory capacity to the client

Required qualifications, capabilities, and skills
  • Strong knowledge of Margin Services and the drivers and developments in the industry
  • Strong interpersonal skills with the ability to collaborate with internal product partners across regions
  • Exceptional communication and presentation skills, particularly to a senior audience
  • Excellent analytical skills, with understanding of profit drivers in Margin Services
  • Strong communication skills and ability to be a team player with a strong work ethic
  • Proficient in Microsoft Excel, PowerPoint, and Word

Preferred qualifications, capabilities, and skills
  • Ability to multi-task and prioritize across client coverage and internal partners
  • Working knowledge of MS Excel, PowerPoint, Qlik Sense, and Tableau

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.

Top Skills

Excel
PowerPoint
Qlik Sense
Tableau
Word

What the Team is Saying

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Lupe C.
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Dawn T.
Meng M.
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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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