Prime Financial Services - Account Manager - Associate
J.P. Morgan
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. Morgan’s 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 client’s 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:
- Bachelor’s 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
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Prime Brokerage Account Manager (Boston) - Dedicated support to hedge fund clients through the Boston PFS office.