JPMorgan Client Strategy Engagement Senior Associate 

United States, New York, New York 

938760141

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.

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)