Asset Management 55IP Platform Management Associate Associate
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Job Location:
Boston, NH - USA
Monthly Salary:
$ 113000 - 160000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
JoinUsat55ip&HelptheWealthManagementIndustryMoveForward
Working at 55ip means standing at the intersection of finance and technologyand at the cutting- edge of wealth management. Weve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset managementfirmsweveexperiencedbreakthroughgrowthover 450 financial advisor firms with $1 trillion in discretionary assets(andcounting)areusing 55ip.
Platform Management AssociateAs a Platform Management Associate within the Platform Management & Strategy team you will partner with Product Operations and Technology to establish operating models maintain legal agreements and disclosures and work closely with control partnersincluding Legal Risk and Compliance. The Associate will play a crucial role in facilitating these efforts and ensuring seamless operations across the organization. The ideal candidate has experience leading cross-functional initiatives and supporting controls audit and regulatory activities. The candidate will be motivated strategic a problem solver and an effective leader. This role is based in Boston MA.
Job responsibilities- Serve as a key contributor to the Platform Management Team supporting the effective operation and governance of the business platform
- Lead and support operational projects ensuring timely delivery and clear communication with stakeholders
- Design processes and operating models and assist in documentation of policies procedures and controls
- Partner with Control Risk Compliance and Legal teams to enhance the control environment ensure regulatory and policy adherence and deliver on issue action plans
- Assist with contract management including review and oversight of client agreements enterprise contracts and vendor agreements
- Coordinate and manage updates to platform disclosures ensuring accuracy and compliance with regulatory standards
- Coordinate audit activities including preparation documentation follow-up on findings and collaboration with auditors and internal control functions for business reviews and exams
- Manage multiple priorities in a fast-paced environment demonstrating strong organizational and problem-solving skills
- Strong work ethic and a desire to work in a fast-paced environment.
- Exceptional organizational capabilities attention to detail and analytical skills.
- Strong project management skills with the ability to manage multiple projects simultaneously and meet deadlines.
- Excellent written and verbal communication skills.
- Proficiency in Excel PowerPoint and LLM tools.
- Ability to work cooperatively and collaboratively with all levels of employees and management.
- Experience in management support and strategic planning in a financial services or investment management context.
- Understanding of ETFs mutual funds model-portfolios separately managed accounts and direct indexing
55ip is a financial technology company whose purpose is to break down barriers to management enterprises andfinancial advisors use 55ips tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ips intuitive experience andintelligentautomationelevateportfoliodesignanddeliveryhelpingadvisorssavetimeanddrive 55ipsActiveTaxTechnologywhich includestax-smarttransitionsmanagementandwithdrawals.55ipisbecomingtheindustrystandard byconnectingtoplatformswhereadvisorsmanagetheir clientaccountsenhancingworkflow and reducing the need to move the assets. More information is available at Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
