Client Ops Manager III
Role Overview
Manages and delivers account reference-data readiness for Investment Middle Office Service clients.
Coordinates end-to-end client account reference-data requests, from product expansion to new account launches and onboarding of third parties.
Works with external clients and internal business, operations, and technology stakeholders to execute client requirements.
Supports accurate and efficient market setup through lifecycle management and straight-through processing.
Key Skills for This Role
Full Job Posting
Role overview
Manages and delivers account reference-data readiness for Investment Middle Office Service clients.
Coordinates end-to-end client account reference-data requests, from product expansion to new account launches and onboarding of third parties.
Works with external clients and internal business, operations, and technology stakeholders to execute client requirements.
Supports accurate and efficient market setup through lifecycle management and straight-through processing.
Responsibilities
- Serve as primary contact for end-to-end client experience and satisfaction for account reference-data requests.
- Coordinate account lifecycle events, including fund launches, segregated mandates, new third parties, and closures.
- Build client and internal stakeholder relationships to deliver a consistently strong client experience.
- Liaise across Client Services, Operations, Technology, and Change Management.
- Drive continuous improvement and help shape and implement the future target operating model.
- Lead client and internal calls to drive implementation deliverables and issue management.
- Deliver client and internal reporting on toll gates, next actions, and status through clear, audience-specific updates.
Required qualifications and skills
- Demonstrated experience managing projects with competing resources, priorities, and changing workflows.
- Ability to build cohesive client and stakeholder partnerships and work effectively in a matrix organization.
- Experience leading a regional team linked to a global model.
- Ability to analyze information and create holistic insights and visual storytelling.
- Logical analysis of complex problems to drive resolutions against daily SLAs.
- Detail orientation and ability to challenge and improve operating practices.
- Strong Microsoft Office skills and excellent written and oral communication skills.
Preferred qualifications
- Experience or knowledge in Middle Office functions.
- Background in business improvement and optimization of operating practices.
- Conflict management, team leadership, and meeting facilitation skills.
- Ability to work in a team and adapt to a changing environment.
Compensation
- Listed salary range is USD 90,750–171,000 yearly.
- Eligible roles may receive commission-based pay or discretionary incentive compensation; additional compensation details are provided during hiring.
Benefits
- Benefits may include health care coverage, on-site wellness centers, retirement savings, backup childcare, tuition reimbursement, mental health support, and financial coaching, subject to eligibility.
About the employer
JPMorganChase provides financial services across investment banking, consumer and small business banking, commercial banking, transaction processing, and asset management.
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