Our Business / Opportunity: Transition Management
Markets Transition Manager works closely with CIB Markets Sales, clients and internal partners to onboard clients to trade Markets products. Transition Manager fields and tracks requests, relays requirements and coordinates with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, CIB Markets Sales and Digital Client Service organizations. Markets Transition Management Team operates globally with teams supporting clients and CIB Markets Sales in US, EMEA and APAC.
Role and Responsibilities
Client Focus – Provide each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements.
Consultative Service: Ability to leverage business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.
Internal Partner Coordination – Build strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment.
Project Management – Work with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of “best in class” onboarding service.
Qualifications:
The successful candidate should possess the following:
- Experience in client facing role within onboarding or relevant business partner groups
- Knowledge of Markets products, industry landscape, platforms and core controls
- Strong client management and communication skills
- Excellent project management, organizational, and time management skills
- Results-focused, ability to manage high volume of requests in dynamic operating environment
- Ability to navigate diverse process flows and data sets and drive process enhancements
- Experience designing technology enhancements and use of business analytic/automation tools
- Business Analytics experience and/or proficiency with data management tools preferred, e.g. Python, Alteryx, Tableau, Qlikview
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
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 FAQs for more information about requesting an accommodation.
