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Securities Services - Client Solutions and Implementations Manager - Associate

New York, New York
full-time
Posted 7/23/2025
Direct Apply
Key Skills:
Project Management
Securities Services Products
Client Requirements Gathering
Communication
Collaboration
Time Management
Organizational Skills

Compensation

Salary Range

$70K - 120K a year

Responsibilities

Manage client onboarding projects for securities services products, coordinate teams, track progress, and ensure compliance.

Requirements

2-3 years financial services experience with knowledge of securities services products and strong project management skills.

Full Description

Job Summary: Manage the implementation of new and incremental client business into the Securities Services organization within J.P. Morgan’s Corporate Investment Bank. Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders. The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies. Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services. Job Responsibilities: Core Responsibilities: Drive client requirements gathering and propose & influence target solutions Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off Own and drive project activities including: Manage a project plan to monitor and track progress, issues, and risks Coordinate timely resolution of project risks with strong governance and reporting Manage virtual working groups across multiple locations and disciplines Execute post implementation reviews to assess client satisfaction and improve practices Ensure compliance with all controls and procedures Manage communication with internal and external project participants and stakeholders Related Responsibilities: Contribute to strategy for delivering excellent client service Identify potential tactical and strategic improvements to implementation processes Proactively drive initiatives as agreed upon Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations Represent the Solutions team in cross-functional and senior forums Required qualifications, capabilities, and skills: Minimum 2-3 years experience in Financial Services industry Working knowledge of Securities Services products Strong project and program management skills Effective time management skills, with an ability to work in a fast paced, deadline driven environment Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously Ability to work both independently and as part of a team Professional and proactive approach to work

This job posting was last updated on 7/25/2025

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