Securities Services – Client Solutions Manager – Vice President

JPMorgan Chase
Brooklyn, NY
Career-pivot friendly

Who this role is best for

Candidates with project management expertise in Securities Services and strong client-facing experience will find this role challenging and impactful, particularly in a collaborative, cross-functional environment in Brooklyn, NY.

Best fit for

  • Candidates with experience managing cross-functional projects in Securities Services and a track record of client satisfaction
    — “Lead execution of key implementation projects, managing resources across multiple locations and disciplines”
  • Individuals who have worked with institutional clients and can drive solutions tailored to their needs
    — “Drive client requirements gathering, propose and influence target solutions”
  • Candidates who thrive in a high-structure, risk-aware environment with a focus on governance and compliance
    — “Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management”

Things to consider

  • The role demands a high level of communication and collaboration with internal and external stakeholders.
    — “Own project communication to internal and external stakeholders”
  • Candidates must be able to work in a dynamic, evolving environment with shifting priorities.
    — “Ability to work well in an evolving environment”

How to stand out

  • Showcase your ability to influence and collaborate across departments to deliver client solutions.
    — “Proven ability to influence and work collaboratively with multiple internal disciplines”
  • Emphasize your track record in identifying and resolving risks systematically.
    — “Keen eye for identifying and resolving risks”
  • Demonstrate your capability to translate client needs into clear, structured solutions.
    — “Design, document, and collect sign-off on scope and solutions with internal partners”
  • Ensure your resume reflects a history of managing client satisfaction and operational excellence.
    — “Ensure high levels of client satisfaction and operational excellence”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful project implementations
  • high client satisfaction
Typical background
project management experiencefinancial services background

Skills & requirements

Required

Project ManagementClient ManagementSolution Design

Preferred

Financial Services Industry Knowledge

Stack & domain

CustodyFund AccountingFund AdminHedge Funds ServicesPrivate Funds ServicesInvestment AnalyticsComplianceEtfsIMOSTrading ServicesPrime CustodyFusionCommunicationTeamworkProblem SolvingFinance

About the role

Original posting from JPMorgan Chase

Join a team where your expertise in project management drives impactful solutions for a diverse client base. At JPMorgan Chase, your leadership will make a difference for our clients and the firm.

As a Client Solutions Manager, you will manage the implementation of new and incremental business within Securities Services, working with Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. You’ll lead projects across a range of products and stakeholders, ensuring high levels of client satisfaction and operational excellence.

Job responsibilities

Lead execution of key implementation projects, managing resources across multiple locations and disciplines

Drive client requirements gathering, propose and influence target solutions

Design, document, and collect sign-off on scope and solutions with internal partners

Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting

Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management

Motivate virtual teams across locations and disciplines

Execute post-implementation and production satisfaction reviews to improve practices

Prioritize, track, and report on all projects in the pipeline

Ensure compliance with all controls and procedures

Own project communication to internal and external stakeholders

Deliver high levels of internal and external client satisfaction

Required qualifications, capabilities, and skills

Working knowledge of Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Services, Private Funds Services, Investment Analytics, Compliance, ETFs, IMOS, Trading Services, Prime Custody, Fusion)

Project and program management skills

Highly structured and methodical execution

Clear, articulate, and concise verbal and written communication

Client-facing skills

Proven ability to influence and work collaboratively with multiple internal disciplines

Strong presentation skills

Keen eye for identifying and resolving risks

Ability to systematically remove ambiguity from projects

Relationship skills to influence across functions; reputation for integrity, intelligence, and problem solving

Ability to work well in an evolving environment

Preferred qualifications, capabilities, and skills

Bachelor’s degree

5+ years in Financial Services, particularly Securities Servicing Industry

3+ years in a client-facing project management role or commensurate experience

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Source: JPMorgan Chase careers

Similar roles