Lead the Middle Office function for GMA Operations with primary responsibility for the Customized Bond Portfolio (CBP) fixed income SMA, while also designing and building the Middle Office support model for Tax Smart SMA offerings. These managed account solutions currently represent more than $300B in assets across more than 200,000 accounts and are a key growth focus for Asset Management.
As an Executive Director in the AWM Operations Middle Office, you will balance run-the-business (service delivery, controls, and issue management) with change-the-business leadership (operating model design, capacity build, process redesign, and automation). The role inherits an existing team and will expand capabilities in close partnership with global stakeholders, including key internal partners in India.
Job Responsibilities:
- Own end-to-end fixed income SMA middle office delivery for CBP, including implementation support, restrictions, portfolio transitions, rebalancing support, exception/break management, and timely resolution of client-impact items.
- Define and build the tax-managed SMA middle office capability, including operating model, governance, roles & responsibilities, procedures, controls, and service levels.
- Establish a scalable global delivery model across locations/time zones, with clear ownership, handoffs, and performance routines in partnership with internal teams in India.
- Create a strong control and risk environment across both fixed income SMA and tax-managed SMA scope: preventive/detective controls, issues remediation, operational risk assessments, and audit/regulatory readiness.
- Partner with Product, Technology, Investments, Risk, Legal/Compliance, and Client teams to support platform stability, enable growth, and deliver new capabilities.
- Identify and execute automation/STP and process improvement opportunities to improve cycle time, quality, scalability, and operational resiliency.
- Establish and monitor relevant KPIs / KRIs (throughput, timeliness, exception rates, quality, client impact, and control performance) and lead performance management routines.
- Build and develop the organization: manage an existing team supporting fixed income SMA while hiring/upskilling for future-state capabilities (controls leadership, analytics, process engineering, and platform expertise); coach leaders and contributors, develop a strong future-ready bench and strengthen succession plans.
- Provide clear, executive-level communications on operating health, risks, dependencies, and investment needs across both scopes.
Required qualifications, skills, and capabilities:
- Significant experience in asset management operations, ideally middle office supporting managed accounts/custom portfolios.
- Senior leadership experience managing teams and delivering outcomes in a matrixed environment.
- Demonstrated strength in operational risk, controls, governance, and issue management, including audit engagement.
- Proven ability to lead complex change (operating model build, process redesign, automation and/or platform modernization).
- Strong stakeholder management and executive communication skills.
Preferred qualifications, skills, and capabilities:
- Experience supporting fixed income SMA operational workflows (implementation/rebalancing support, restrictions management, transitions, and exception handling).
- Experience standing up or scaling support for tax-aware/tax-managed SMA workflows (e.g., tax-loss harvesting, tax-aware rebalancing, transitions, restrictions).
- Experience with global operating models, including partnership with teams in India.
- Continuous improvement toolkit and metrics-driven operating discipline.
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
- Significant experience in asset management operations, ideally middle office supporting managed accounts/custom portfolios.
- Senior leadership experience managing teams and delivering outcomes in a matrixed environment.
- Demonstrated strength in operational risk, controls, governance, and issue management, including audit engagement.
- Proven ability to lead complex change (operating model build, process redesign, automation and/or platform modernization).
- Strong stakeholder management and executive communication skills.
- Experience supporting fixed income SMA operational workflows (implementation/rebalancing support, restrictions management, transitions, and exception handling).
- Experience standing up or scaling support for tax-aware/tax-managed SMA workflows (e.g., tax-loss harvesting, tax-aware rebalancing, transitions, restrictions).
- Experience with global operating models, including partnership with teams in India.
- Continuous improvement toolkit and metrics-driven operating discipline.
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 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.
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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.
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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.
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