Client Solutions Team Lead – Vice President

Position Summary :

Client Solutions Team Lead is responsible for assigning projects to their respective team members and overseeing the progress of those projects.

Client Solutions Team Lead will also be assigned projects and is responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank.

The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.

Solution and Implementation activity encompasses all Securities Services products including - but not limited to - Custody, Fund Accounting, Fund Services, Hedge Fund Servicing, Transfer Agency, Securities Lending and Clearance and Collateral Products.

The scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.

Job Summary :

As a Vice President Client Solutions Team Lead, you are responsible for assigning projects to you respective team members and overseeing the progress of those projects.

You are also responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank.

The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.

Solution and Implementation activity encompasses all Securities Services products including and the scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.

Job Responsibilities :

• Foster an inclusive environment; meet regularly with team members; provide immediate and constructive feedback; and prepare / deliver year-end reviews.
• Ensure team’s administrative tasked are completed in a timely manner; oversee the progress of ongoing projects within the team and escalate items as necessary.
• Drive client requirements gathering process and propose and influence target solutions for the client.
• Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign off on solutions.
• Develop and manage project delivery plans as well as facilitate negotiating of client legal agreements and execute plans with robust governance and reporting.
• Actively mitigate and manage project risk by coordinating timely resolution of issues.
• Execute post implementation and production satisfaction reviews to continually improve practices.
• Ensure all controls and procedures are complied with.
• Contribute to strategy for delivering excellent client implementation service and help Identify potential tactical and strategic improvements to implementation processes.
• Proactively drive internal team and department wide initiatives as agreed upon.
• Work with Sales and RFP teams in pre-win phase to ensure on-boarding is effectively represented and actively represent and champion the Implementation team in the Sales cycle;

participate in pitches and lead Implementation dialogue with internal partners and clients across all product discipline

Required qualifications, capabilities, and skills :

• 7+ years in Financial Services particularly Securities Servicing Industry
• 5+ years in a client facing implementation role or commensurate experience
• 5+ years managing a team of project managers
• Excellent project management skills
• Excellent client-facing skills
• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, Hedge Fund Services and Prime Custody
• Effectively prioritize, track and report on all projects in the pipeline.
• Lead project communication to all internal and external parties
• Actively represent Implementation team at a range of senior forums
30+ days ago