Asset Management

JOB DESCRIPTION

Join Us at 55ip & Help the Wealth Management Industry Move Forward

Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

Platform Management Associate

As a Platform Management Associate within the Platform Management & Strategy team, you will partner with Product, Operations, and Technology to establish operating models, maintain legal agreements and disclosures, and work closely with control partners—including Legal, Risk, and Compliance. The Associate will play a crucial role in facilitating these efforts and ensuring seamless operations across the organization. The ideal candidate has experience leading cross-functional initiatives and supporting controls, audit, and regulatory activities. The candidate will be motivated, strategic, a problem solver, and an effective leader. This role is based in Boston, MA.

Job responsibilities

• Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform
• Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders
• Design processes and operating models, and assist in documentation of policies, procedures and controls
• Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans
• Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements
• Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards
• Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams
• Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills

Required qualifications, capabilities and skills

• Strong work ethic and a desire to work in a fast-paced environment.
• Exceptional organizational capabilities, attention to detail, and analytical skills.
• Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Excel, PowerPoint, and LLM tools.
• Ability to work cooperatively and collaboratively with all levels of employees and management.
• Experience in management support and strategic planning in a financial services or investment management context.
• Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-

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 TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.