Client Strategy and Engagement Senior Associate

Job Description
Deliver value-add insights and intelligence to our Markets clients Investor Client Management - Operations Relationship Management (ICM ORM) manages senior operational relationships with priority clients across the firm's Markets business, including asset managers, hedge funds, insurers, sponsors, and public sector entities.
This is a new role within the wider ICM ORM function, which focuses on designing and delivering value-add, two-way engagement with senior client stakeholders. This role will capture and share market insights with clients, related to operational transformation and innovation, digital technology, and peer, regulatory and vendor trends.
As a Client Strategy and Engagement Senior Associate, you will focus on partnering with Operations Relationship Managers to design and deliver value-add, two-way engagement with senior client stakeholders. You will inform and connect clients on key operational pre-trade and post-trade topics, by providing market intelligence sourced both internally and externally. You will identify opportunities for client partnership, collaboration and joint problem-solving related to these topics, bringing in the relevant subject matter expertise to drive these opportunities, where appropriate.
The role will also be responsible for channeling these insights, and related insights shared by clients, back into JPMorgan teams and stakeholders, to help shape the internal agenda around client needs, support client-focused business cases, and realize opportunities for JPMorgan to better partner with and support our clients.
Job responsibilities

• Drive engagement with clients to understand their needs and priorities, share thought leadership, provide education on industry trends, and provide access to JPMorgan subject matter expertise.
• Conduct primary and secondary research on client-relevant industry, technology, operational and regulatory trends. This could include direct client conversations, internal stakeholder conversations, online open-source research, third party industry body or vendor conversations.
• Develop operational 'thought leadership' and 'best practice' guidance and materials. This could include formats such as written reports and case studies, or product demonstration videos.
• Design client events focused on priority and innovation topics in buy and sell-side operations, such as generative AI, accelerated settlement, and process automation.
• Identify and collaborate on opportunities for our Operations Relationship Managers to more effectively support clients and the business. For example, through more effectively leveraging data, technology partnerships or revenue enablement opportunities.
• Develop how we define, measure, capture and communicate operational Client Experience.
• Develop and execute ORM team internal engagement and communication initiatives.
• Analyze and apply client insights (qualitative and quantitative) to projects which improve client experience across Markets Operations, with a focus on our highest value clients.
• Engage with wider Markets Operations teams (including asset class-aligned Operations teams, transformation teams and digital teams) to ensure that client insights are being shared, publicized, and used to shape operating models, tooling and service delivery.

Required qualifications, capabilities, and skills

• Experience in a markets / trading, fintech or a B2B financial services environment
• Relevant experience in a client-facing role, engaging with senior stakeholders (senior management through to C-suite)
• Some understanding of financial markets, including the investment management industry and regulatory landscape
• Knowledge of tools and solutions used to deliver operational efficiency and/or client experience improvement (e.g. process automation, workflow digitization, data analytics, CRM, etc.)
• Experience with primary and secondary research (including open source research, interviews, and workshop planning and delivery)
• Enjoy identifying, shaping and driving business improvements, and know how to use data to select, 'sell', and measure the impact of improvement activities
• Diligent about identifying, communicating to, and involving stakeholders early and often, and work to secure buy-in, address concerns, and incorporate feedback
• Concise speaker, storyteller, writer and presentation creator. You have an eye for detail, but can also distil a narrative from the complex into a clear, powerful executive summary
• Able to synthesize multiple sources of data and insights (quantitative and qualitative), to create compelling and concise stories, outlining the value and challenges of initiatives, through operational, commercial, and client experience lenses
• Able to work independently, apply core project management skills, and comfortable being accountable for delivery to clients and internal stakeholders

Preferred qualifications, capabilities, and skills

• Experience and knowledge of buy-side and sell-side operations, and technology enablers
• Familiarity working with, or for, asset managers, hedge funds or investment / treasury arms of large corporate entities
• Degree or qualifications in Finance, Economics or other related disciplines
• Experience developing operational or technology business cases, or tracking post-implementation impact
• Good understanding of cash and derivative product sets, with an interest in regulatory change, technology advancements, operational excellence, and financial markets development
• Management consulting experience is desirable, particularly in financial services operational or technology-focused environments
• Experience building or working with simple data models (for example in Excel)

About Us
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
About the Team
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.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.