Investor Client Management - Operations Relationship Manager - Associate/Vice President

Build client partnerships and deliver operational solutions across global markets, driving innovation and business growth.

As an Operations Relationship Manager within Investor Client Management (ICM) Team, you will focus on fostering relationships with specific clients, identifying opportunities for support, growth, and partnership that align with our strategic objectives. Your role will involve informing and connecting clients to our firm across pre and post-trade operations, providing insights on anticipated client activities and requirements influenced by market structure and regulatory changes. Additionally, you will be tasked with developing comprehensive solutions for cross-product client requirements to promote new business opportunities.

Investor Client Management (ICM) primarily operates across Markets, Securities Services, and other businesses at J.P. Morgan. It is responsible for managing the firm’s strategic relationships with priority clients, including asset managers, hedge funds, insurers, and public sector entities. Markets Operations provides operational support and controls management across all asset classes including equities, fixed income, currencies, and commodities. Investor Client Management - Operations Relationship Management (ICM ORM) is a collaboration between Investor Client Management and Markets Operations, with teams in Asia-Pacific, Europe, the Middle East and Africa, and the Americas.

Job responsibilities

• Develop external senior client relationships including COOs and heads of Operations, Legal, Risk, Counterparty Management, Regulatory Governance etc.
• Build connections with internal front to back Operations and partner teams to support pre and post trade requirements and opportunities. 
• Connect and partner with ICM Senior Relationship Managers and Sales leads to support shared clients from an operational front to back perspective, as well as identifying strategic partnership opportunities.
• Build and maintain a detailed knowledge of end-to-end client setups, including platform utilization, client structures, fund ranges, and proactively engage in strategies and initiatives to improve client service levels, enable business efficiencies, and drive transformation across the operations space. 
• Collaborate with internal teams including Legal, Credit Risk Management, and Transition Management to assist in delivering business development opportunities.
• Facilitate and drive resolution of strategic client issues. Partner with Operations to ensure end-to-end connectivity, service delivery, and support for clients across the firm and transactional lifecycle, with focus on accountability, action, and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals.
• Keep abreast of strategic industry developments, regulatory changes, vendor solutions and technology opportunities, and support clients with both market intelligence and adoption activities.

Required qualifications, capabilities, and skills

• Experience in financial services including pre and post trade activities with sound understanding of financial markets, including the regulatory landscape and investment management industry.
• Strong client service mindset with a proven track record of dealing directly with clients at all levels of seniority and ability to drive consensus amongst stakeholders through collaboration and influence.
• Excellent interpersonal skills, comfortable with working and partnering with senior client contacts, line of business Operations leads and business partners in ICM and the Sales and Trading organization.
• Self-starter with capability of working as part of a diverse global team, efficient at multi-tasking and ability to work under pressure to deliver multiple business demands on-time, to a high standard
• Good understanding of cash and derivative product sets, with an interest in regulatory change, technology advances, operational excellence, and financial markets developments.
• Familiarity with both Prime Brokerage and Global Clearing workflows, as well as the ability to partner with Sales and Client Service representatives on particular client interactions.
• Prior experience in Securities processing for both the Fixed Income and Equities markets.
• Ability to navigate the Fintech landscape and identify opportunities for both J.P. Morgan and our clients.
• Familiarity with regulatory requirements specific to Margin activity for both ISDA and MSFTA agreements.
• Flexibility for domestic and international travel.

Preferred qualifications, capabilities, and skills

• Pre-existing network and familiarity with Operational contacts at J.P. Morgan’s clients is a plus.
• Creative thinker and problem solver with strong written and verbal communication skills.
• Existing familiarity with Fintech partners that have become the industry standard for pre and post trade processing.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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

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J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.