Join a team within the Private Bank supporting fund distribution events for private equity and venture capital clients across North America. The team partners with Funds, Investors, Fund Bankers, and internal stakeholders to deliver a seamless client experience throughout the distribution lifecycle.
As a Fund Distribution Relationship Manager within the Private Bank, you will own end-to-end relationships and execution for distribution in-kind events primarily involving Private Equity and Venture Capital clients across North America. In this role, you will lead initial kickoffs with Funds to align on process, requirements, and timelines; oversee collection and resolution of LP settlement instructions; coordinate internal due diligence engagement; and provide clear, consistent status updates to Fund Bankers and Investors through completion.
Job Responsibilities
- Own the relationship with the Fund, LPs, Fund Bankers, and Investors for distribution events.
- Lead the initial kickoff with the Fund to align on process, requirements, dependencies, and timelines.
- Collect LP settlement instructions; validate completeness and accuracy and resolve breaks or discrepancies as needed.
- Engage Investment Product Specialists to complete due diligence review requirements and lead follow-ups to closure.
- Partner closely with the Distributions Servicing Team to ensure timely and accurate execution.
- Provide status updates and respond to inquiries from Fund Bankers and Investors in a timely and professional manner.
- Complete required callbacks and verification steps in accordance with established processes and controls.
- Track milestones, risks, and open items; escalate issues as appropriate to support timely execution.
- Partner with internal stakeholders to continuously improve process execution, transparency, and the client and investor experience.
- Maintain communication across all parties to ensure alignment throughout the distribution lifecycle.
Support implementation of process enhancements and operational efficiencies where appropriate.
Required Qualifications, Capabilities, and Skills
- Demonstrate 6 years of relevant experience in relationship management, client service, fund operations, custody and settlement, or financial services.
- Apply strong analytical, organizational, and communication skills to manage multiple parallel deliverables under tight timelines.
- Resolve issues efficiently while exercising sound judgment and partnering effectively with external counterparties.
- Maintain a high level of attention to detail and a strong control mindset, particularly regarding settlement instructions, callbacks, and due diligence requirements.
- Integrate AI-driven solutions into daily workflows.
- Utilize Microsoft Office applications.
Hold a Bachelor's degree.
Preferred Qualifications, Capabilities, and Skills
- Demonstrate experience supporting alternative investment clients.
- Apply knowledge of private equity and venture capital distribution events.
- Build effective relationships with Funds, Investors, and internal stakeholders.
- Navigate complex servicing and operational processes.
- Support continuous process improvement initiatives.
- Manage competing priorities in a fast-paced environment.
- Hold industry licensing.
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
Skills Required
- 6 years of relevant experience in relationship management, client service, fund operations, custody and settlement, or financial services
- Strong analytical, organizational, and communication skills
- Ability to manage multiple parallel deliverables under tight timelines
- Ability to resolve issues efficiently using sound judgment and effective external-counterparty partnerships
- High attention to detail and strong control mindset, particularly for settlement instructions, callbacks, and due diligence
- Ability to integrate AI-driven solutions into daily workflows
- Ability to utilize Microsoft Office applications
- Bachelor's degree
- Experience supporting alternative investment clients
- Knowledge of private equity and venture capital distribution events
- Ability to build effective relationships with funds, investors, and internal stakeholders
- Experience navigating complex servicing and operational processes
- Experience supporting continuous process improvement initiatives
- Ability to manage competing priorities in a fast-paced environment
- Industry licensing
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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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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