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Securities Services - Client Solutions Manager - Associate

New York, New York
full-time
Posted 7/23/2025
Direct Apply
Key Skills:
Financial Services
Securities Services
Project Management
Program Management
Client Requirements Gathering
Stakeholder Communication
Cross-functional Collaboration

Compensation

Salary Range

$70K - 120K a year

Responsibilities

Manage and oversee implementation projects for securities services products across diverse financial clients, ensuring client requirements are met and projects are delivered successfully.

Requirements

At least 2 years in financial services with knowledge of securities products, strong project management, communication, and organizational skills.

Full Description

Join our team to manage projects ranging from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders. Be a part of a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies. 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: 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 Oversee project plans to track progress and risks, lead virtual teams, conduct post-implementation reviews, ensure compliance, and manage stakeholder communication. 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 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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