Prime Financial Services - Account Manager - Associate

JPMorgan Chase & Co. • Boston, MA

6d

About The Position

The Account manager will provide dedicated support to hedge fund clients serviced through the Boston Prime Financial Services office. The successful candidate will act as a key representative of J.P. Morgan’s Prime Financial Services platform, delivering exceptional service and expertise to both current and prospective clients.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree preferred.
• Demonstrated ability to manage and cultivate strong client relationships.
• Energetic self-starter with a keen interest in learning the business and a drive to enhance and expand our product offerings.
• Foundational understanding of investment operations and financial markets.
• Proven ability to thrive in a fast-paced, dynamic environment.
• Exceptional oral presentation, persuasive communication, and negotiation skills.

Nice To Haves

• Series 3, 7, and 63 preferred or willing to attain within 6 months of joining

Responsibilities

• Client Relationship Management: Build and maintain strategic relationships with key client decision makers, strengthening engagement through regular communication, meetings, and industry events.
• Prime Brokerage Solutions: Proactively introduce clients to new Prime Finance products, technology enhancements, and regulatory developments, ensuring clients are informed and positioned to benefit from the latest offerings.
• Business Development: Leverage client relationships to identify and drive opportunities for Prime Finance business growth and increased revenue, acting as a trusted advisor to clients.
• Portfolio and Balance Optimization: Ability to analyze client metrics, balance trends, and portfolio composition, helping clients on strategies to optimize their balance mix, return metrics, and overall revenue generation.
• Holistic Client Coverage: Deliver a comprehensive suite of J.P. Morgan products by analyzing the client’s business holistically, identifying cross-product opportunities across equities, fixed income, synthetics, FX, and futures clearing.
• Client Experience Leadership: Oversee the end-to-end client experience, ensuring seamless delivery of product, technology, and operational support. Lead initiatives to enhance client satisfaction and continuously improve Prime Finance offerings.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level