Client Solutions Team Lead – Vice President

7 days ago

Brooklyn, New York, United States tapwage Full time

Position Summary:


Client Solutions Team Lead is responsible for assigning projects to their respective team members and overseeing the progress of those projects.

Client Solutions Team Lead will also be assigned projects and is responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan's Corporate Investment Bank.

The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.

Solution and Implementation activity encompasses all Securities Services products including - but not limited to - Custody, Fund Accounting, Fund Services, Hedge Fund Servicing, Transfer Agency, Securities Lending and Clearance and Collateral Products.

The scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.


Job Summary:


As a Vice President Client Solutions Team Lead, you are responsible for assigning projects to you respective team members and overseeing the progress of those projects.

You are also responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan's Corporate Investment Bank.

The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.

Solution and Implementation activity encompasses all Securities Services products including and the scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.


Job Responsibilities:

  • Foster an inclusive environment; meet regularly with team members; provide immediate and constructive feedback; and prepare/deliver yearend reviews.
  • Ensure team's administrative tasked are completed in a timely manner; oversee the progress of ongoing projects within the team and escalate items as necessary.
  • Drive client requirements gathering process and propose and influence target solutions for the client.
  • Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign off on solutions.
  • Develop and manage project delivery plans as well as facilitate negotiating of client legal agreements and execute plans with robust governance and reporting.
  • Actively mitigate and manage project risk by coordinating timely resolution of issues.
  • Execute post implementation and production satisfaction reviews to continually improve practices.
  • Ensure all controls and procedures are complied with.
  • Contribute to strategy for delivering excellent client implementation service and help Identify potential tactical and strategic improvements to implementation processes.
  • Proactively drive internal team and department wide initiatives as agreed upon.
  • Work with Sales and RFP teams in prewin phase to ensure onboarding is effectively represented and actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product discipline

Required qualifications, capabilities, and skills:

  • 7+ years in Financial Services particularly Securities Servicing Industry
  • 5+ years in a client facing implementation role or commensurate experience
  • 5+ years managing a team of project managers
  • Excellent project management skills
  • Excellent clientfacing skills
  • Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, Hedge Fund Services and Prime Custody
  • Effectively prioritize, track and report on all projects in the pipeline.
  • Lead project communication to all internal and external parties
  • Actively represent Implementation team at a range of senior forums


JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

J.P.

Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets.

Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions.

Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.

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