Prime Financial Services Account Manager Associate

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. Morgans Prime Financial Services platform delivering exceptional service and expertise to both current and prospective clients.

Job 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 clients 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.

Required Qualifications Capabilities and Skills:

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