Asset Management- Onboarding Specialist- Customized Managed Account Solutions

J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.

Job Responsibilities

• Lead end-to-end client/platform onboarding events coordinating with key stakeholders
• Manage and oversee new account / client data across required systems critical to driving internal processes related to investment activities and reporting including marketing collateral
• Support both the development of new and enhancement of existing operating models to enable further growth of the business, improve scalability, increase controls, and mitigate risk
• Participate in external calls with Intermediary partners to articulate operational set up requirements and processes
• Create and manage internal presentations to provide business or project updates
• Have a strong controls mindset adhering to internal procedures to achieve process consistency
• Adapt to and drive change to improve the client experience and operational efficiency

Required qualifications, capabilities, and skills

• 3+ years of financial services industry in the asset or wealth management spaces
• Prior experience in project management, client service, and/or operations
• Expertise with Excel (e.g., using pivot tables, formulas, etc.) and PowerPoint (creating slides / charts and editing presentations)
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize daily tasks

Preferred qualifications, capabilities and skills

• 4 year college degree or equivalent financial service experience

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.


JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $100,000.00 - $124,000.00 / year; New York,NY $100,000.00 - $124,000.00 / year