Member of a professional team dedicated to delivering business solutions for J.P. Morgan’s clients and
prospects in the Custody and Fund Services business. The Client Solutions Group acts as a technical
consulting team proposing tailored bundles of Custody and Fund Services products for key clients and
prospects, and manages them from deal inception through the implementation process once JPM has
been selected as a provider.
This team is responsible for partnering with our Sales, Product, Operations and Technology teams to
develop operating solutions for complex client requirements arising from new business or client change
requests and for managing clients on to our platform.
New Business Activity
o Manage delivery of highly complex or high profile deals along with all interested partners
throughout the deal activity lifecycle.
o Provide end to end deal support to Sales teams. Document the scope, solution, service and
issues for each opportunity.
o Apply proper project management discipline to our larger client engagements.
o Act as the deal’s single point of escalation for J.P. Morgan on client driven issues impacting
o Work in partnership with Operations, Technology and Client Service to design and develop
operating models for new clients or to meet non-standard requirements from existing
Client & Regulatory Change
o Analyze and document solutions in response to complex change requests
o Partner with Product and Product Development to identify competitor differentiators arising
from regulatory changes, and drive a new service bundle solution to meet the new regulatory
o Support the delivery of the right commercial/legal/pricing solution across products/functional
Identify, design and influence investment initiative priorities for new product enhancements, service
bundles and operational efficiencies.
Ability to act as an subject matter expert, providing in depth knowledge across a range of product and services, including Custody, Fund Accounting, TA, IOS, Derivatives, Collateral, Securities Lending, at a minimum. A particular focus and acumen on fund accounting and fund administration a plus.
Key Knowledge, Skills & Abilities Required
The successful individual in this position will leverage extensive knowledge of the industry, emerging
client needs and our internal capabilities. In addition, strong organizational and influencing skills are
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