Asset Management APAC Client Onboarding Management Vice President
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Job Location:
Monthly Salary:
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
TheAPACClient Onboarding Management team is responsible for project managing the end-to-end implementation of new Institutional client mandates JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team work cross-functionally with Clients Senior Representatives from Investment Desks Product Development Client Account Management Compliance Risk and Control functions as well as subject matter experts in Investment Operations Technology and Third-Party vendors.
As a Vice President in Client Onboarding Management you willmanage the end-to-end implementation of Institutional and Strategic Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise operational knowledge strong Client service skills and analytical acumen. If you can demonstrate leadershipidentify areas of opportunity design/implement new operating models and act as arole model providing guidance and support to a team this may be the role for you.
Job Responsibilities
- Project managingnew account onboardings for Institutional and Strategic Client mandates inclusive of Segregated portfolios Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers Liquidations and Closures In-Species and Custody Changes.
- Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement coordination and management until funding. Leading internal stakeholder and external Client meetings to ensure events are effectively scoped managed and delivered within agreed timeframes providing an excellent level of Client service.
- Complete and maintain event documentation including onboarding checklists account opening information product specifications project plans and any other related documents. Additionally perform control checkpoints and authorization of Client mandates prior to launch.
- Be a functional subject matter expert demonstrating a high degree of independent decision making autonomy and execute sound judgement.
- Collaborate effectively across internal teams to leverage expertise products and service delivery. Lead on wider business support initiatives including New Business Initiatives (NBIA).
- Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
- Support the global client onboarding teams to develop best practice standards and consistency andIdentify ways to improve processes/procedures to enhance the Client experience.
Required qualifications capabilities and skills
- The ability to clearly and effectively communicate with clients both verbally and in writing is essential.
- The ability to adapt to different client personalities and changing situations build and maintain positive relationships with clients and quickly and effectively resolve client issues or concerns.
- Excellent time management skills.
- Project Management experience with the ability to manage initiatives concurrently end to end.
- Disciplined self-motivated and delivery-focused individual who can work independently where required.
- A solid level of financial product knowledge including Equity Fixed Income Currency Derivatives and Funds Investment.
- Trade flow knowledge from event inception trade execution through to operational settlement and a strong understanding of Fund Accounting Transfer Agency and Custody.
- Strong interpersonal skills comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners.
- A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
Preferred qualifications capabilities and skills
- Excellent time management skills.
Asset Management or relevant Investment Banking Wealth Management experience.
Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python Tableau Alteryx.
- Strong MS Office skills including Excel Word and PowerPoint and ability to use web-based technology effectively.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
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
