Securities Services – Client Solutions Manager – Vice President

Posted 5 Hours Ago
Be an Early Applicant
3 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads implementation projects for new and incremental Securities Services business. Responsibilities include gathering client requirements, designing solutions, managing delivery plans, coordinating legal agreements, mitigating risks, governing scope and changes, leading virtual teams, reporting project progress, and conducting post-implementation reviews. The role partners with clients and internal stakeholders across multiple disciplines to ensure operational excellence, compliance, and high client satisfaction.
Summary Generated by Built In

Join a team where your expertise in project management drives impactful solutions for a diverse client base. At JPMorgan Chase, your leadership will make a difference for our clients and the firm.


As a Client Solutions Manager, you will manage the implementation of new and incremental business within Securities Services, working with Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. You’ll lead projects across a range of products and stakeholders, ensuring high levels of client satisfaction and operational excellence.

Job responsibilities

  • Lead execution of key implementation projects, managing resources across multiple locations and disciplines
  • Drive client requirements gathering, propose and influence target solutions
  • Design, document, and collect sign-off on scope and solutions with internal partners
  • Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting
  • Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management
  • Motivate virtual teams across locations and disciplines
  • Execute post-implementation and production satisfaction reviews to improve practices
  • Prioritize, track, and report on all projects in the pipeline
  • Ensure compliance with all controls and procedures
  • Own project communication to internal and external stakeholders
  • Deliver high levels of internal and external client satisfaction

Required qualifications, capabilities, and skills

  • Working knowledge of Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Services, Private Funds Services, Investment Analytics, Compliance, ETFs, IMOS, Trading Services, Prime Custody, Fusion)
  • Project and program management skills
  • Highly structured and methodical execution
  • Clear, articulate, and concise verbal and written communication
  • Client-facing skills
  • Proven ability to influence and work collaboratively with multiple internal disciplines
  • Strong presentation skills
  • Keen eye for identifying and resolving risks
  • Ability to systematically remove ambiguity from projects
  • Relationship skills to influence across functions; reputation for integrity, intelligence, and problem solving
  • Ability to work well in an evolving environment

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree
  • 5+ years in Financial Services, particularly Securities Servicing Industry
  • 3+ years in a client-facing project management role or commensurate experience
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 TeamJ.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. 

Skills Required

  • Working knowledge of Securities Services products, including custody, fund accounting, fund administration, hedge fund services, private funds services, investment analytics, compliance, ETFs, IMOS, trading services, prime custody, and Fusion
  • Project and program management skills
  • Highly structured and methodical execution
  • Clear, concise verbal and written communication
  • Client-facing skills
  • Ability to influence and collaborate across multiple internal disciplines
  • Strong presentation skills
  • Ability to identify and resolve project risks
  • Ability to remove ambiguity from projects systematically
  • Relationship-building, influence, integrity, intelligence, and problem-solving skills
  • Ability to work effectively in an evolving environment
  • Bachelor's degree
  • 5+ years of experience in financial services, particularly securities servicing
  • 3+ years of client-facing project management experience or equivalent experience

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.

  • 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.
  • 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.
  • 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

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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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