Securities Services - Buyside Trading Services Relationship Manager - Vice President

Testing Site - JPMC; Sydney; On-site; AUD 200,000 - 280,000; Full time

Job summary

J.P. Morgan Buyside Trading Services Relationship Manager in Australia is a Vice President role focused on retaining clients and growing organic revenue across Australia and New Zealand.

You will align with Sales, Client Service, and product teams to deliver a coordinated coverage plan and drive value for buyside clients. The successful candidate will combine deep market knowledge with strong analytical and communication skills, and will manage complex client programs while navigating regulatory

Qualifications

• Bachelor degree or higher required
• Basic understanding or experience with securities markets is necessary
• At least 8 years of experience in financial services with high-profile institutional clients
• Strong data handling and analytical capabilities
• Strong controls focus and team-player mentality
• Proficient in Microsoft Excel/PowerPoint/Word

Responsibilities

• Understand all contractual obligations for assigned clients and ensure program operates within parameters
• Collaborate with Securities Services partners and global teams on revenue opportunities and client coverage
• Understand and articulate Buy-side Trading Services product/technology roadmap
• Develop and execute an annual client strategy and calling plan with revenue focus
• Monitor market/regulatory developments and advise clients on impact and opportunities
• Act as escalation point for client delivery issues and coordinate resolution
• Engage with global trading and investment desks to identify opportunities for clients
• Collaborate with Margin Services and triparty product teams on client opportunities
• Coordinate with global teams on client program requirements and delivery
• Represent Trading Services to internal stakeholders
• Occasional travel may be required

Skills

Securities markets knowledge

Analytical skills

Controls awareness

Communication skills

Excel/PowerPoint/Word

Education

Bachelor degree or higher

Job description

Securities Services - Buyside Trading Services Relationship Manager - Vice President

Sydney, NSW, Australia

Job Information

• Job Identification 210725374
• Job Category Customer Success
• Business Unit Commercial & Investment Bank
• Posting Date 03/17/2026, 11:54 PM
• Locations 85 Castlereagh St, Sydney, AU-NSW, 2000, AU
• Job Schedule Full time

About Us

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.

Job Description

J.P. Morgan Trading Services provides a scalable end-to-end suite of securities financing andcollateral service across transaction types and asset classes, through a custody agnostic platform to the buyside client base, and supported by a robust client coverage model which includes the Relationship Management team.

As a Buyside Trading Services Relationship Manager, you will beresponsible for and supporting the client relationship and organic revenue growth for the Trading Services Buyside client franchise in Australia and New Zealand. You will be expected to execute a broader client strategy with focus on retention, strengthening existing relationships and revenue optimization. In addition, maintaining an awareness of the client’s requirements in relation to market events and activities is essential.

Job responsibilities

• Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
• Work closely with Securities Services partners (such as Sales and Client Service) and our global trading and product teams on revenue optimization opportunities and coordinated and integrated client coverage for shared clients
• Understanding and articulation of Buy-side Trading Services product and technology roadmap and how this differentiates J.P. Morgan
• Develop and execute an annual client strategy and calling plan; key focus on revenue optimization
• Understand and communicate market and regulatory developments (e.g. Uncleared Margin Rules), identifying potential revenue opportunities or impact and acting in a consultancy/advisory capacity to the client
• Be an escalation point of client delivery issues, and work with all relevant internal J.P. Morgan parties to ensure proper focus and timely resolution
• Work directly with global Agency Securities Finance trading and investment desks, on revenue optimization opportunities and present them to clients as applicable. More specifically, understand and utilize trading desk and product commentary to identify and explore opportunities with clients based on their portfolio and parameters.
• Work with Margin Services and triparty product to focus on buy-side client opportunities.
• Partner closely with global Trading Services functional teams and Securities Services partners, relating to all aspects of clients’ program requirements and coordination.
• Represent Trading Services to internal stakeholders.
• Occasional travel may be required

Required qualifications, capabilities, and skills

• Bachelor degree or higher
• A basic understanding or experience with securities markets is a necessity
• Atleast 8 years of experience/knowledge in the financial services industry, handling high profile and strategic institutional investor clients
• Ability to work well with data, with strong analytical skills
• Strong controls focus
• Strong communication skills and to be a team player
• Proficient in Microsoft Excel/PowerPoint/Word

Preferred qualifications, capabilities, and skills

• Experienced in Securities Financing or Margin Services industry, and in a client-facing role
• Confident presentation and negotiation skills
• Strong ownership, positive attitude and self-motivation, proven to be accountable

About the Team

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.