Product Solutions Manager / Customer Success - Cloud B2b jobs at Jpmorgan in United Kingdom, London

As an Analyst/Associate you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will have strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing his/her own transactions. Most importantly, the candidate will be highly enthusiastic about J.P. Morgan's mission and be driven and committed to its success.

Job Responsibilities:

• Working with senior bankers in originating, structuring and executing financing and advisory transactions across various products including M&As, IPOs, bonds, loans and structured products
• Developing content in marketing/execution materials for maximum client impact
• Creating financial models and detailed valuation analysis for pitches / projects
• Interacting with senior team members and client management teams to execute transactions and identifying and managing all risks in a given deal
• Guiding, reviewing and coordinating the analytic work of junior bankers to move marketing / execution process forward
• Liaising with internal and external parties on transactions (e.g. lawyers, accountants, counterparties)
• Providing leadership and mentorship in guiding and training junior bankers
• Leading client negotiations, Q&A process and management interviews

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree or equivalent in Finance/Economics or a related field from a top tier educational institution
• Minimum 1 year of work experience in an investment banking front office role
• Strong financial modelling skills
• Understands transaction cycle and the steps in the process and is execution oriented
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
• Self-directed, highly motivated, and able to work independently
• Real Estate sector experience preferred although not essential

As a Product Solutions – Data and AI - VP in the Chief Data and Analytics Office Product and Platform team, you will enable internal teams to maximize their data and analytics outcomes using Fusion Platform Solutions and Services. You will build expertise in Data and AI domains, create high-quality documentation and training materials, and guide clients in leveraging advanced tools. You’ll collaborate across product, engineering, and architecture teams to deliver integrated solutions. Your work will help shape product strategy and drive innovation across the firm.

Job Responsibilities:

• Support internal clients in leveraging Fusion Platform capabilities for data and AI solutions
• Engage with clients to understand requirements and implement integrated solutions
• Represent product roadmaps, articulating benefits and guiding clients on best practices
• Develop AI/ML experiments, applications, tutorials, and reference implementations
• Provide feedback to product and engineering teams to influence development and strategy
• Balance multiple tasks and client engagements while staying current with industry trends
• Manage office hours to educate, demo, and collect feedback from clients
• Coordinate across product, engineering, and architecture teams to deliver solutions
• Synthesize complex information clearly and precisely for diverse audiences
• Communicate effectively with technical and non-technical stakeholders
• Adapt quickly and thrive in a fast-paced, dynamic environment

Required Qualifications, Capabilities, and Skills:

• Understanding of statistical models such as regression, tree-based methods, and neural networks
• Proficiency in at least one programming language for data analysis (e.g., Python, R, MATLAB, Scala)
• Experience applying data science and quantitative modeling to real-world financial use cases
• Knowledge of open-source data analysis tools and machine learning libraries
• Ability to create technical documentation and present to varied audiences
• Run @ AI speed
• Hands-on experience or strong understanding of LLMs, fine-tuning, GenAI chatbots, agentic architectures, and evaluation approaches
• Ability to manage ambiguity and context switch effectively
• Operate efficiently in high-speed, evolving settings
• Strong skills in synthesizing complex information
• Excellent communication skills

Preferred Qualifications, Capabilities, and Skills:

• Master’s degree in a quantitative discipline
• Knowledge of cloud-based data science and machine learning services
• Experience with large-scale and distributed data analysis tools (e.g., Spark)

As an Advisor Summer Intern in the Global Private Bank, you will have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills. As a future Advisor, you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs
• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

• Expected graduation year December 2026 to June 2027
• In your penultimate year of study
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, logical thinking and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Desire to ultimately work with external clients in a relationship building and sales capacity
• Ability to thrive in a fast-paced, collaborative environment
• Highly inquisitive, focused and considerate
• Good judgment and discretion when working with confidential information

Application Deadline

2 November, 2025

See the Asset & Wealth Management CEO Letter .

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

• To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to.
  • Do not use an email address with “.edu” extension as doing so could result in delays receiving updates regarding your candidacy.
• After you confirm your application, we will review it to figure out whether you meet certain required qualifications.

Role Description

Trust Officer is responsible for administering trusts within the JP Morgan Chase Workplace Solutions trust companies – Global Shares Trustee Ireland Limited (GSTIL) and GS Trustee (UK) Limited (GSTUKL). They will work closely with Sales, Customer Relationship Management, Implementations, AML/KYC, Equity Plan Management, Tax Operations, and Reconciliations to manage the creation and operation of the individual trusts under these two entities.

Trust Officers are responsible for ensuring that GSTIL and GSTUKL fulfil their duties as trustee of individual trusts, and that these two entities meet fiduciary and regulatory requirements. The ideal candidate will possess strong leadership skills, excellent communication, understanding of corporate structures and fiduciary responsibility, regulatory compliance expertise, ability to identify conflicts of interest, possess a detailed mindset thorough understanding of trust and equity plan management.

Key Responsibilities

• Administration
  • Open and manage bank, custodian and brokerage accounts, including decisions and authorized signatories and acceptance of terms and conditions
  • Manage movement of assets within the trust, including transfers, sales, dividends ensuring all movement is compliant with legal and regulatory requirements
  • Ensure all asset movements are conducted in compliance with trust agreements and regulatory requirements
  • Monitor and manage trust assets including documentation of all decisions related to asset management and distribution in accordance with the trust deed and share plan rules
  • Oversight of all activities required when a trust client terminates Share Plan Services with Workplace Solutions
  • Maintain fiduciary responsibility and ensure the trust operates in the best interest of beneficiaries
  • Adhere to trust policies and procedures to safeguard the interests of the beneficiaries
  • Ensure meticulous record-keeping and accounting for all trust assets, maintaining separate accounts and receiving regular statements to fulfil fiduciary duties to beneficiaries
  • Ensure all trust activities comply with relevant laws, regulations, and company policies
  • Engage with external auditors and regulatory bodies, as required
  • Collaborate with legal, compliance and client service teams to ensure all documentation and agreements are in place (incl. responsibility for Trust Deed, Tax Certification)

• Board Administration
  • Ensure adherence to governance structure for each trust, maintaining a specific minute book, setting agenda, documenting and evidence all Trustee decisions, actions and resolutions including rationale for all actions
  • Minutes will serve as a central record of the trust's activities, providing a historical account of its operations and facilitating future decision-making.
  • Evidence that the trustees' actions and decisions are in accordance with the powers and duties outlined in the trust deed should be documented in the minutes.
  • If the trust deed grants discretionary powers to the trustees, the minutes should demonstrate how those powers are being exercised in the best interests of the beneficiaries.
  • Evidence that the trustees' decisions are being made solely in the best interests of the beneficiaries, rather than for the benefit of the company or other parties, should be clearly recorded.
  • The minutes should document any potential conflicts of interest and how they were addressed or mitigated.
  • The minutes should include a review of the fees associated with the trust's administration
  • Documentation of any audits or reviews of the trust's financial statements and operations should be recorded.
  • The minutes should include a summary of how participants are being informed about key aspects of the plan and their rights.
  • Any other key reports or updates provided to the plan sponsor or other stakeholders should be mentioned in the minutes.

• Tax Operations Oversight
  • Review Trusts to determine if CRBOT registration is required and implement where necessary
  • Conduct tax due diligence and risk assessments for new trust arrangements ensuring all teams are aware of any specific obligations
  • Trustees must ensure the trusts maintain compliance with the requirements necessary for tax relief, as this is a key benefit of the structures

• Plan Management
  • Co-ordinate with the EPM team to ensure accurate data updates, record keeping and reporting of share plan activities that relate to the trustee
  • Ensure accurate accounting and reporting of trust assets, including the ability to generate comprehensive asset reports
  • Oversee transaction reporting for trust accounts, ensuring regular receipt of regular statements and confirmations from broker dealers
  • Accurately report transfers of shares to beneficiaries and any trust transfers when corporate clients leave
  • Monitor and report all share trading activities conducted by the trustee, ensuring compliance with the Trust Deed, and verify that all transactions are accurately documented and monitored

Educational

• The specialized and ever changing nature of the Employee Benefit Trust practice requires Trust Officers devote a significant amount of time to personal development and training
• Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. preferred
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Relevant experience focused in the Employee Benefit Trust business; either at a corporate fiduciary or a law firm
• Solid Client Relationship Management experience

Program Delivery Manager / Investments – Nutmeg

Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to Nutmeg for the same reason: our straightforward and transparent approach to investing.

The Role:

As a key member of the Program Delivery Management team, you will be instrumental in delivering Nutmeg’s most significant and strategic projects. Your responsibilities will include overseeing large-scale initiatives such as new product launches, product enhancements, integrations with our B2B partners, and international expansion.

In this role, you will be accountable for developing and maintaining comprehensive project plans, defining and tracking milestones, decisions, risks, and issues, and ensuring robust governance throughout the project lifecycle. You will also manage effective communication among stakeholders, including third parties, to ensure alignment and transparency.

Responsibilities:

• Lead and facilitate the delivery of complex projects on Nutmeg’s roadmap, guiding initiatives from initial conception through to successful implementation and launch.
• Develop, manage, and clearly communicate comprehensive plans that capture key delivery milestones, decisions, risks, and issues. This includes monitoring progress across Product, Engineering, Operations, Customer Experience, and other functional teams, while ensuring all activities comply with Control and Compliance standards.
• Ensure initiatives are executed within the agreed scope, delivered on schedule, and remain within budget, consistently building a reputation for trustworthiness and reliability.
• Provide structure, direction, and pragmatic guidance throughout the project lifecycle, helping teams maintain focus on critical priorities and objectives.
• Foster strong, collaborative relationships across internal functions and with external partners, promoting teamwork and effective communication.
• Work closely with colleagues to define, refine, and continuously enhance our program delivery processes and protocols.

Required competencies:

• Extensive experience managing diverse and innovative programs in the financial sector, consistently delivering impactful results.
• Demonstrated ability to lead all stages of the product lifecycle, including discovery, ideation, strategic development, requirements definition, and value management.
• Experience with software delivery best practices, working with technical product requirements and mapping of dependencies, design of minimum viable products, working with multi-country requirements.
• Significant hands-on experience working in agile environments, utilizing tools such as JIRA and Confluence.
• Solid practical understanding of additional delivery methodologies, including Waterfall.
• Adaptable and professional communicator, skilled at presenting to senior executives and engaging stakeholders at all levels.
• Open and transparent in managing work and program progress, ensuring diverse stakeholders are kept informed through well-designed governance and regular updates.
• Pragmatic, delivery-focused mindset with the ability to bring structure, clarity, and a bias for action to complex initiatives.
• Comfortable operating in fast-paced, ambiguous environments, maintaining composure and focus under pressure.
• Effective facilitator, adept at managing and resolving conflicts, and able to influence and motivate others without direct authority.
• Experience in change management, including impact assessment, defining success metrics, stakeholder engagement, and supporting training to ensure program adoption and success.
• Experience in building wealth management products, with familiarity across the end-to-end lifecycle of brokerage and mutual funds considered a strong advantage.

As a Commodities Client Service Account Manager Vice President within the Trade & Working Capital Client Service, you will be responsible for the servicing of Core and Structured Trade Finance products. You will also be required to use in-depth product knowledge to resolve challenging client facing issues during the product life.

Job responsibilities

• Manage life cycle of transactions after Sale
• Build relationships with the Client segment, Internal Operations, Middle and Front office colleagues
• Track the client transactions through operational steps and liaise with multiple internal parties to ensure smooth handling and fast turnaround time for the client
• Provide client reporting to help enhance their experience including discrepancy analysis, inquiry volume and type, early payment opportunities, digital solutions
• Support the operation workflow to resolve refusals, disputes, and problematic transactions
• Record all Client interactions in case management system (e.g. calls, meetings, issues, and proactive communications)
• Escalate client concerns and any issues to Sales (i.e., encryption emails)
• Understand the Commodity products lifecycle from front to back and be the “go-to” person within the team
• Partner with Trade Sales as Trusted Advisor to enable new business and solutions
• Work closely with the Client Service, Operations, and Compliance teams and other regions to close gaps and standardise processes / improve consistency.
• Communicate with clients to solve immediate day-to-day issues on live transactions as well as understand their long term needs to shape business decisions

Required qualifications, capabilities, and skills

• In depth knowledge of LC/SBLC mechanisms for Commodity Products
• Strong knowledge/understanding of the Oil & Gas and Commodities industries
• Strong familiarity with key market practices in the sector
• Ability to explain the clients’ LC requirements to internal stakeholders, assessing key risks and mitigants for the bank
• Ability to work within tight deadlines
• Ability to operate in a collaborative environment and possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Proven leadership skills and capable of delivering exceptional performance under pressure
• Strong focus on client satisfaction and the building of excellent relationships with our customers

Preferred qualifications, capabilities, and skills

• Trade Finance Commodity expertise
• Excellent planning and organization skills
• Comfortable working within tight deadlines
• Ability to operate in a collaborative environment and must possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Ability to develop and mobilise internal networks and resources
• Ability to effectively use and manage multiple system
• Additional European language skills

The Data Scientists in this role will:

• Analyze and measure the effectiveness of lending strategies including performance of marketing campaigns or customer segmentation
• Work with credit risk team to optimize the credit risk strategies for the lending products
• Consult with business partners on analytical needs and make strategy recommendations
• Solve unstructured business problems and develop deep dive analysis of customer behavior using multiple analytics and statistical techniques.
• Interpret results and present to stakeholders and senior management
• Continuously develop skills to provide best-in-class analytics to the business

Minimum Qualifications:

• Bachelor’s and Master’s degree in a quantitative discipline (Data Science/Analytics, Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields)
• Strong knowledge and experience in retail lending such as credit cards, personal loan, or overdraft products.
• Thought leader in data science and analytics who can define analytical agenda for projects, demonstrates ability to frame ambiguous business questions into analytical plans (e.g., assessing data needs, sourcing files, preparing data, creating new features, evaluating quality, etc.), and executes with precision
• Knowledge of modern data mining, quantitative research, and data science techniques (e.g., decision trees, regressions, machine learning, string similarity, behavioral analytics, look-a-like models)
• 3+ years of experience with SQL, Hive, Hadoop, Spark, Python
• 3+ years of experience in applying statistical methods to real world problems
• Superior written, oral communication and presentation skills with experience communicating concisely and effectively with all levels of management and partners

Successful candidates in this role are:

• Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life
• Strong time-management skills, with the ability to multi-task and keep numerous projects on track
• Intellectually curious and eager to learn new things with an eye towards innovation
• Strategic thinkers with the ability to focus on business goals
• Excellent at solving unstructured problems independently
• Highly organized and able to prioritize multiple tasks
• Superior written and oral communication and presentation skills with experience communicating effectively with diverse audiences – across business and technology partners, including senior leadership