Join a team that helps clients move from onboarding to trading with clarity, confidence, and control. In this role, you will connect clients, sales teams, and internal partners to support a seamless onboarding experience across markets products. You will work in a fast-paced, global environment where strong communication, organization, and process discipline help us deliver for clients. We value curiosity, collaboration, and continuous improvement as we evolve how onboarding gets done.
As a Markets Transition Manager in Transition Management, you will coordinate client onboarding activities that help clients become ready to trade markets products. You will work closely with clients, sales teams, and internal partners across reference data, know your customer, accounts, credit, legal, and operations processes. You will help track requests, communicate requirements, manage status updates, and support a controlled and transparent onboarding experience. You will also contribute to platform, automation, data, and metrics improvements that strengthen service delivery.
Job responsibilities
- Deliver an excellent client onboarding experience across a fast-paced, multi-asset class environment while adhering to control and transparency requirements.
- Field and track onboarding requests, requirements, status updates, and expected timeframes for clients and internal partners.
- Apply client, product, and process knowledge to answer questions and communicate clear onboarding steps.
- Coordinate with sales teams and internal partners across reference data, know your customer, accounts, credit, legal, and operations processes.
- Build strong working relationships that support a transparent, controlled, and efficient onboarding environment.
- Partner with technology, data, and operations teams to improve platforms, automation, reporting, and client onboarding metrics.
Required qualifications, capabilities and skills
- Experience in a client-facing role within onboarding or a relevant business partner function.
- Knowledge of markets products, industry practices, onboarding platforms, and core controls.
- Strong client management, communication, and stakeholder engagement skills.
- Excellent project management, organization, and time management skills.
- Ability to manage a high volume of requests in a dynamic operating environment.
- Ability to navigate varied process flows and data sets while identifying opportunities for process improvement.
- Experience designing technology enhancements that improve client onboarding processes.
- Experience using business analytics, automation, or data management tools.
- Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
Preferred qualifications, capabilities and skills
- Working knowledge of tools such as Python, Alteryx, Tableau, or QlikView.
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
Skills Required
- Experience in a client-facing onboarding role or relevant business partner function
- Knowledge of markets products, industry practices, onboarding platforms, and core controls
- Strong client management, communication, and stakeholder engagement skills
- Excellent project management, organization, and time management skills
- Ability to manage a high volume of requests in a dynamic operating environment
- Ability to navigate varied process flows and data sets while identifying process improvement opportunities
- Experience designing technology enhancements that improve client onboarding processes
- Experience using business analytics, automation, or data management tools
- Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
- Working knowledge of Python, Alteryx, Tableau, or QlikView
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools
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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