JPMorgan Middle Office Escrow Latam Head - VP 

Brazil, São Paulo, São Paulo 

58345869

As the Team Leader/Manager for the Escrow Middle Office, you will oversee the implementation of new deals and the ongoing administration of a portfolio of escrow relationships. Reporting to the regional Product Head, you will lead a team of Client Managers/Deal Negotiators (CM/DN) and work closely with clients and partner areas to ensure excellence in service delivery and compliance with all relevant agreements and policies.

Leadership and Management:

• Lead and mentor a team of Client Managers/Deal Negotiators, providing guidance and support to ensure high performance and professional development.
• Set high standards of performance for the team and lead by example.
• Manage team workload, ensuring timely and accurate execution of tasks and responsibilities.

Deal Implementation and Administration:

• Oversee the implementation of new deals and manage the administration of escrow relationships.
• Ensure all account activities comply with governing escrow agreements and JPMorgan policies, including documentation, callbacks, investments, account setup, termination, and claims processes.
• Maintain oversight of the deal closing process and ensure all systems are properly updated.

Client Service Excellence:

• Drive the delivery of first-class client service by anticipating client needs and ensuring quick and accurate responses to client requests.
• Develop and maintain strong client relationships, offering solutions to meet client needs.

Agreement Negotiation and Transaction Management:

• Lead negotiations for new deals and agreement amendments, ensuring alignment with client and business objectives, polices and procedures.
• Support the front office in negotiating legal documentation across different deal types, focusing on following authority matrix for agreement negotiation.
• Liaise with internal and external counsel to prepare and review transactional documentation.

Risk and Compliance Management:

• Manage the controls framework, reporting, and escalation for transaction execution.
• Ensure compliance with all relevant regulations and internal policies.
• Drive wider projects and initiatives within other stakeholders.

Collaboration and Relationship Building:

• Develop and maintain strong relationships with JPMorgan partner areas, including Operations and Legal teams.
• Partner with Products and Sales to maximize new business opportunities with the existing client base.
• Collaborate with the team during high-volume periods and provide backup during absences.

Required qualifications, capabilities and skills:

• Bachelor’s Degree in Business, Finance, or Law.
• 8-10 years of experience in financial services, preferably in Escrow, Trust, or Custody.
• Exceptional interpersonal, verbal, and written communication skills.
• Excellent organizational skills and attention to detail.
• Proficiency in Microsoft Word, Excel and PPT.
• Ability to manage relationships internally and externally, with strong decision-making and problem-solving skills.
• Ability to work well under pressure and meet tight deadlines.
• Language skills: Portuguese and English required; Spanish is an advantage.

Preferred qualifications, capabilities and skills:

• Legal background is an advantage.
• Experience in process improvement and adapting to a rapidly changing business and technology environment.
• This role is ideal for a confident, self-starting leader who can think strategically and tactically, and who is committed to delivering excellence in client service and team performance.