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Prime Financial Services - Transition Manager - Vice President
Location:
New York, NY
Description:
Transition Management is responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform. Job Summary: As a Transition Manager - Vice President within the Prime Financial Services Group, you will ensure a seamless onboarding process for our clients across various asset classes. Your responsibilities will encompass products like Equity and Fixed Income Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing. Job Responsibilities: - Client Engagement: Establish and maintain relationships with primary client contacts, such as COOs, CFOs, and Directors. Ensure that client requirements are delivered with a sense of urgency. Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process. Show flexibility to manage a varied client base including Alternatives, Banks, Asset Managers, and Pension Funds - Product Structuring: Understand the commercial and risk asks of a client from a new launch perspective. Translate a client strategy and structure along with their margin and financing needs to the relevant J.P. Morgan products and legal entities. Coordinate with Sales, Margin Trading, and Account Management to identify and deliver business solutions to our clients. Develop and maintain a strong understanding of the PFS product suite with an expectation to consultatively work with clients from a pre and post go-live perspective. - Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live. Proactively provide updates to our clients and J.P. Morgan stakeholders on transition status. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo. Required qualifications, capabilities, and skills: * At least 7+ years in a client facing role within the financial services industry * Strong understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products each may use as part of their strategies * Strong ability to build meaningful relationships with both clients and internal partner groups * Solution oriented with excellent project management and organizational skills; demonstrated ability to prioritize, multi-task and deliver within tight and changeable timeframes * Show the willingness and innovation to improve processes and knowhow within the group inclusive of technology integration and automation * Confident, driven, proactive and detail oriented self-starter with strong communication skills; proven ability to work in an independent manner but also identify potential issues and escalate when required * Inquisitive, analytical and investigative; able to follow through on all aspects of complicated workflows with a hands-on approach Preferred qualifications, capabilities, and skills: * FINRA Series 7 registered or to be obtained shortly after hire * Knowledge of the regulatory and product landscape is beneficial JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $114,000.00 - $200,000.00 / year
Company:
Jpmorgan Chase Bank, N.A.
Posted:
May 11 on Equest
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More About this Listing: Prime Financial Services - Transition Manager - Vice President
Prime Financial Services - Transition Manager - Vice President is a Executive VP Job at Jpmorgan Chase Bank, N.A. located in New York NY. Find other listings like Prime Financial Services - Transition Manager - Vice President by searching Oodle for Executive VP Jobs.
Prime Financial Services - Transition Manager - Vice President is a Executive VP Job at Jpmorgan Chase Bank, N.A. located in New York NY. Find other listings like Prime Financial Services - Transition Manager - Vice President by searching Oodle for Executive VP Jobs.