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JPMorgan Client Solutions Manager Securities Services – Vice President 
United States, New York, New York 
630013866

06.04.2024

POSITION RESPONSIBILITIES

Implementation

  • 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.
  • Own and drive project activities including, but not limited to:
    • Develop and manage project delivery plans
    • Facilitate negotiating of client legal agreements
    • Execute plans with robust governance and reporting
    • Actively mitigate and manage project risk by coordinating timely resolution of issues
    • Scope containment and change management
    • Manage and motivate virtual working teams across multiple locations and disciplines
    • Lead project communication to all internal and external parties
    • Execute post implementation and production satisfaction reviews to continually improve practices
  • Effectively prioritize, track and report on all projects in the pipeline.
  • Ensure all controls and procedures are complied with

Related Responsibilities

  • Contribute to strategy for delivering excellent client implementation service
  • 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 pre-win phase to ensure on-boarding is effectively represented
  • 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
  • Actively represent Implementation team at a range of senior forums

QUALIFICATIONS

Knowledge

  • Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, Hedge Fund Services and Prime Custody

Skills

  • Excellent project management skills
  • Excellent client-facing skills

EXPERIENCE

  • 5-10 Years in Financial Services particularly Securities Servicing Industry
  • 5+ years in a client facing implementation role or commensurate experience