Tri-Party Relationship Manager [Multiple Positions Available]

JPMorgan Chase & Co.New York, NY
6hOnsite

About The Position

Duties: Own accountability to the client for ensuring all services provided to the client are achieved end-to-end. Maintain a strategic understanding of the client's operating model and of the implications of market, vendor, and regulatory changes to the client's operating environment. Serve as a point of escalation for client and internal teams and, where necessary, navigate internally on behalf of the client. Identify trends and issues for business and revenue opportunities. Prepare and present regular client reviews that capture service levels, client and market trends, client platform requirements and feedback, walletshare, portfolio mix, and product contribution to cost. Oversee overall service performance against agreed client expectations. Seek opportunities and respond to initiatives to improve service levels and improve efficiency internally and for the client. Collaborate with the Sales team to improve and retain the client relationship and drive additional sales opportunities. Conduct client presentations and trainings for new products and markets which best meet the client's needs. This position requires up to 30% domestic and international travel.

Requirements

  • Master's degree in Law, Business Administration, Mathematics, Engineering, or related field of study plus 5 years of experience in the job offered or as Tri-Party Relationship Manager, Tri-Party Client Service Manager, Operations Service Delivery, Commodities Sales & Trading Services, Operations Strategist and Team Lead, Listed Derivatives Middle Office, Team Oversight, Business Architecture and Change Management, Senior Private Banker, Marketing and Sales Executive, or related occupation. The employer will alternatively accept a Bachelor's degree in Law, Business Administration, Mathematics, Engineering, or related field of study plus 7 years of experience in the job offered or as Tri-Party Relationship Manager, Tri-Party Client Service Manager, Operations Service Delivery, Commodities Sales & Trading Services, Operations Strategist and Team Lead, Listed Derivatives Middle Office, Team Oversight, Business Architecture and Change Management, Senior Private Banker, Marketing and Sales Executive, or related occupation.
  • utilizing knowledge of securities financing markets for the Triparty business
  • Designing and building financing and account solutions for banks, broker dealers and pensions contributing to revenue
  • Conducting analysis on client activity and market trends to forecast needs of the market
  • Client service and relationship management
  • collateral analysis, forecasting, and model design
  • preparing and conducting presentations including Client Relationship Management Reviews, Service Level Reviews, Client Activity Analysis, and Business cases for senior-level audience
  • interacting with functional areas across the Product, Operations, Technology, Legal, Risk, and Sales teams
  • knowledge of Triparty and collateral management market factoring in nuances across various regions and client segments and financial structures and transactions managed in Triparty

Responsibilities

  • Own accountability to the client for ensuring all services provided to the client are achieved end-to-end.
  • Maintain a strategic understanding of the client's operating model and of the implications of market, vendor, and regulatory changes to the client's operating environment.
  • Serve as a point of escalation for client and internal teams and, where necessary, navigate internally on behalf of the client.
  • Identify trends and issues for business and revenue opportunities.
  • Prepare and present regular client reviews that capture service levels, client and market trends, client platform requirements and feedback, walletshare, portfolio mix, and product contribution to cost.
  • Oversee overall service performance against agreed client expectations.
  • Seek opportunities and respond to initiatives to improve service levels and improve efficiency internally and for the client.
  • Collaborate with the Sales team to improve and retain the client relationship and drive additional sales opportunities.
  • Conduct client presentations and trainings for new products and markets which best meet the client's needs.

Benefits

  • 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
  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
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