Job Summary
Transition Management oversees the legal and operational setup, end-to-end coordination, and integration of all new clients onto the Prime Financial Services (PFS) platform. The objective is a smooth, timely onboarding across multiple asset classes, spanning products such as Equity and Fixed Income Prime Brokerage, Foreign Exchange Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing.
What You'll Do
- Establish and maintain relationships with primary client contacts (e.g., COOs and CFOs), ensuring requirements are delivered with urgency.
- Lead onboarding deal teams to present an integrated and seamless experience to clients during the onboarding process.
- Manage a diverse client base, including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.
- Translate client strategy and structure, along with margin and financing needs, into relevant J.P. Morgan products and legal entities.
- Develop and maintain a strong understanding of the PFS product suite, advising clients from pre-go-live through post-go-live.
- Understand commercial and risk asks of clients from a new-launch perspective, engaging clients across all products and legal agreements.
- Direct the delivery of client onboarding through go-live, building strong relationships with internal partner teams.
- Serve as the initial escalation point internally and for clients, demonstrating self-solve abilities and challenging the status quo.
- Become a point of contact for data aggregation and reporting to stakeholders, creating processes for tailored communication and establishing templates for handovers and commentary.
Required Qualifications, Capabilities & Skills
- 3+ years in a client-facing role within the financial services industry.
- Understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products used in their strategies.
- Ability to build meaningful relationships with clients and internal partner groups.
- Solutions-oriented with strong project management and organizational skills; ability to prioritize, multi-task, and deliver within tight and changeable timeframes.
- Confident, driven, proactive self-starter able to work independently and escalate issues when required.
- Inquisitive and investigative, eager to embrace new challenges and learning opportunities.
- Experience with business analytics tools to initiate process improvements and create templates for client materials is advantageous.
- Bachelor’s degree or equivalent.
- FINRA Series 7 and 63 registered or able to be obtained shortly after hire.
Preferred Qualifications, Capabilities & Skills
- Experience with business analytics tools for process improvements and client materials.
- Advanced degree or relevant certifications.
- Familiarity with multi-asset class onboarding processes.
- Strong communication and presentation skills.
About Us
JPMorganChase is a long-standing financial institution delivering innovative solutions to millions of consumers, small businesses, and many of the world’s leading corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning over two centuries, we are a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
Compensation and Benefits
We offer a competitive total rewards package, with base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. A range of benefits and programs is available based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, and mental health support.
Location
270 Park Avenue, New York, NY 10017